HDFC Focused 30 Fund vs Tata Focused Equity Fund compare

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HDFC Focused 30 Fund - GROWTH PLAN

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Tata Focused Equity Fund-Regular Plan-Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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 Risk	Very High Risk
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

Scheme Name	HDFC Focused 30 Fund - GROWTH PLAN	Tata Focused Equity Fund-Regular Plan-Growth
1 Month	-0.22%	-2.27%
6 Month	-2.92%	-11.02%
1 Year	13.24%	4.1%
3 Year	22.48%	13.38%
5 Year	22.2%	16.12%

Scheme Name	HDFC Focused 30 Fund - GROWTH PLAN	Tata Focused Equity Fund-Regular Plan-Growth
6 Month	-	-
1 Year	2.51%	-10.84%
3 Year	21.31%	12.55%
5 Year	24.85%	16.09%

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%

Scheme Name	HDFC Focused 30 Fund - GROWTH PLAN	Tata Focused Equity Fund-Regular Plan-Growth
Standard Deviation	11.516%	14.255%
Sharp	1.24%	0.518%
Beta	0.802%	0.995%
Alpha	7.781%	-0.625%

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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
Fund Manage	40	7
	HDFC Focused 30 Fund - GROWTH PLAN	Tata Focused Equity Fund-Regular Plan-Growth

Scheme Name	HDFC Focused 30 Fund - GROWTH PLAN	Tata Focused Equity Fund-Regular Plan-Growth
Others	13.27	2.62
Large Cap	66.47	56.27
Small Cap	16.75	25.04
Mid Cap	3.51	16.07

Scheme Name	HDFC Focused 30 Fund - GROWTH PLAN	Tata Focused Equity Fund-Regular Plan-Growth
Others	13.27	2.62
Telecom - Services	3.79	-
Banks	35.37	22.3
Realty	4.2	2.3
Agricultural, Commercial & Construction Vehicles	1.33	3.01
Pharmaceuticals & Biotechnology	7.92	5.39
Automobiles	8.52	-
Aerospace & Defense	0.57	-
Leisure Services	3.01	2.69
Ferrous Metals	1.74	-
Electrical Equipment	1.31	-
Healthcare Services	4.36	1.99
Insurance	4.55	1.94
Consumer Durables	1.7	5.43
Auto Components	2.28	5.32
IT - Software	4.63	8.45
Beverages	1.45	-
Petroleum Products	-	3.62
Construction	-	10.06
Finance	-	2.1
Entertainment	-	2.22
Cement & Cement Products	-	2.15
Retailing	-	8.36
Commercial Services & Supplies	-	3.97
Power	-	6.08