HDFC Focused 30 Fund vs Tata Focused Equity Fund compare
HDFC Focused 30 Fund - GROWTH PLAN
Tata Focused Equity Fund-Regular Plan-Growth
Chart Comparison
Overview
Scheme Name | HDFC Focused 30 Fund - GROWTH PLAN | Tata Focused Equity Fund-Regular Plan-Growth |
---|---|---|
Fund | HDFC Focused 30 Fund - GROWTH PLAN | Tata Focused Equity Fund-Regular Plan-Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹15688 Cr | ₹1739 Cr |
Min Investment | ₹100 | ₹5000 |
Min SIP Invesment | ₹100 | ₹100 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 17 Sep 2004 | 05 Dec 2019 |
Category | Focused | Focused |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
Turn Over | 24.96% | 32.33% |
Expense Ratio | 1.67 | 2.04 |
Manager | Dhruv Muchhal | Kapil Malhotra |
ISIN Code | INF179K01574 | INF277K010Y2 |
Exits Load | HDFC Focused 30 Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Tata Focused Equity Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | HDFC Focused 30 Fund - GROWTH PLAN | Tata Focused Equity Fund-Regular Plan-Growth |
---|---|---|
1 Month | 4.22% | 3.21% |
6 Month | 2.17% | -6.74% |
1 Year | 18.18% | 7.37% |
3 Year | 23.21% | 14.28% |
5 Year | 30.84% | 23.73% |
SIP Return Analysis
Scheme Name | HDFC Focused 30 Fund - GROWTH PLAN | Tata Focused Equity Fund-Regular Plan-Growth |
---|---|---|
6 Month | 3.23% | -2.71% |
1 Year | 6.95% | -9.36% |
3 Year | 23.08% | 13.31% |
5 Year | 25.42% | 15.75% |
Rolling Lumpsum Returns
Scheme Name | HDFC Focused 30 Fund - GROWTH PLAN | Tata Focused Equity Fund-Regular Plan-Growth |
---|---|---|
1 Year | 16.01% | 22.62% |
3 Year | 12.6% | 19.32% |
5 Year | 11.81% | 18.37% |
Risk Management
Scheme Name | HDFC Focused 30 Fund - GROWTH PLAN | Tata Focused Equity Fund-Regular Plan-Growth |
---|---|---|
Standard Deviation | 11.245% | 14.255% |
Sharp | 1.3% | 0.518% |
Beta | 0.756% | 0.995% |
Alpha | 9.571% | -0.625% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
Scheme Name | HDFC Focused 30 Fund - GROWTH PLAN | Tata Focused Equity Fund-Regular Plan-Growth |
---|---|---|
Name | Dhruv Muchhal | Kapil Malhotra |
Total AUM | ₹520687 Cr | ₹18472 Cr |
Funds Managed | 40 | 7 |
HDFC Focused 30 Fund - GROWTH PLAN | Tata Focused Equity Fund-Regular Plan-Growth |
Market Cap
Scheme Name |
HDFC Focused 30 Fund - GROWTH PLAN |
Tata Focused Equity Fund-Regular Plan-Growth |
---|---|---|
Others | 16.06 | 4.77 |
Small Cap | 13.92 | 20.69 |
Large Cap | 66.22 | 58.06 |
Mid Cap | 3.81 | 16.49 |
Sector Allocation
Scheme Name |
HDFC Focused 30 Fund - GROWTH PLAN |
Tata Focused Equity Fund-Regular Plan-Growth |
---|---|---|
Others | 13.91 | 4.77 |
Communication Services | 3.65 | 1.99 |
Financial Services | 39.06 | 28.27 |
Industrials | 3.31 | 13.18 |
Healthcare | 10.65 | 7.4 |
Consumer Cyclical | 20.08 | 16.91 |
Basic Materials | 2.77 | 2.32 |
Technology | 4.43 | 12.7 |
Real Estate | 2.12 | 2.06 |
Consumer Defensive | 0 | - |
Energy | - | 4.04 |
Utilities | - | 6.35 |
Top Comparisons
Mirae Asset Multi Asset Allocation Fund-Reg (G)
3Y Returns0%
Axis Multi Asset Allocation Fund - Regular Plan - Growth Option
3Y Returns9.19%
Bandhan Small Cap Fund Regular Growth
3Y Returns25.85%
Nippon India Small Cap Fund Regular Growth
3Y Returns21.57%
INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth
3Y Returns15.6%
Mirae Asset Aggressive Hybrid Fund -Regular Plan-Growth
3Y Returns12.5%
Franklin India Smaller Companies Fund-Growth
3Y Returns21.27%
Tata Small Cap Fund Regular Growth
3Y Returns20.95%