HDFC Focused 30 Fund vs Tata Focused Equity Fund compare

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tortoise-icon HDFC Focused 30 Fund - GROWTH PLAN

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tortoise-icon 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 Very High
Asset Size (Cr) ₹13127 Cr ₹1816 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹100 ₹1000
Launch Date 05 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 1.68 2.04
Manager Dhruv Muchhal Kapil Malhotra
ISIN Code INF179K01574 INF277K010Y2
Exits Load Exit load of 1% if redeemed within 1 year/365 For units in excess of 12% of the investment,1% will be charged for redemption within 365 Days./365

Trailing Lumpsum Returns

Scheme Name HDFC Focused 30 Fund - GROWTH PLAN Tata Focused Equity Fund-Regular Plan-Growth
1 Month -3.03% -4.93%
6 Month 10.1% 9.14%
1 Year 34.74% 28.31%
3 Year 23% 14.81%
5 Year 22.18% -

SIP Return Analysis

Scheme Name HDFC Focused 30 Fund - GROWTH PLAN Tata Focused Equity Fund-Regular Plan-Growth
6 Month - -
1 Year 28.04% 20.04%
3 Year 29.25% 22.77%
5 Year 29.17% -

Rolling Lumpsum Returns

Scheme Name HDFC Focused 30 Fund - GROWTH PLAN Tata Focused Equity Fund-Regular Plan-Growth
1 Year 15.41% 23.17%
3 Year 12.4% 19.75%
5 Year 11.56% -

Risk Management

Scheme Name HDFC Focused 30 Fund - GROWTH PLAN Tata Focused Equity Fund-Regular Plan-Growth
Standard Deviation 11.38% 12.55%
Sharp 1.69% 0.97%
Beta 0.77% 0.96%
Alpha 9.33% -0.29%

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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
Fund Manage 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 12.85 4.67
Large Cap 69.63 57.48
Small Cap 13.95 16.32
Mid Cap 3.57 21.53

Sector Allocation

Scheme Name

HDFC Focused 30 Fund - GROWTH PLAN

Tata Focused Equity Fund-Regular Plan-Growth

Others 9.31 4.67
Telecom - Services 3.87 -
IT - Software 9.03 -
Banks 36.33 -
Realty 5.83 -
Agricultural, Commercial & Construction Vehicles 1.26 -
Pharmaceuticals & Biotechnology 8.48 -
Automobiles 4.23 -
Aerospace & Defense 2.3 -
Electrical Equipment 1.35 -
Healthcare Services 4.88 -
Insurance 3.98 2.16
IT - Services 0.6 -
Transport Services 0.6 -
Consumer Durables 2.01 -
Auto Components 2.59 -
Leisure Services 2.18 -
Beverages 1.17 -
Energy - 12.19
Automobile - 8.46
Materials - 4.98
Construction - 5.14
Financial - 26.79
Healthcare - 7.47
Technology - 9.76
Capital Goods - 5.91
Services - 12.47

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