Quant Focused Fund vs HDFC Focused 30 Fund compare
HDFC Focused Fund - GROWTH PLAN
Quant Focused Fund-Growth
Chart Comparison
Overview
| Scheme Name | HDFC Focused Fund - GROWTH PLAN | Quant Focused Fund-Growth |
|---|---|---|
| Fund | HDFC Focused Fund - GROWTH PLAN | Quant Focused Fund-Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Very High |
| Asset Size (Cr) | ₹26537 Cr | ₹1064 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹1000 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 17 Sep 2004 | 29 Aug 2008 |
| Category | Focused | Focused |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
| Turn Over | 24.96% | % |
| Expense Ratio | 1.67 | 2.18 |
| Manager | Dhruv Muchhal | Sanjeev Sharma |
| ISIN Code | INF179K01574 | INF966L01374 |
| 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 | Quant Focused Fund - Growth charges 1.0% of sell value; if fund sold before 15 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | HDFC Focused Fund - GROWTH PLAN | Quant Focused Fund-Growth |
|---|---|---|
| 1 Month | -2.93% | -7.47% |
| 6 Month | 0.03% | -7.51% |
| 1 Year | 11.12% | -3.87% |
| 3 Year | 19.7% | 10.86% |
| 5 Year | 22.79% | 14.32% |
SIP Return Analysis
| Scheme Name | HDFC Focused Fund - GROWTH PLAN | Quant Focused Fund-Growth |
|---|---|---|
| 6 Month | -2.33% | -7.28% |
| 1 Year | 2.87% | -10.39% |
| 3 Year | 15.02% | 3.23% |
| 5 Year | 18.98% | 8.81% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Focused Fund - GROWTH PLAN | Quant Focused Fund-Growth |
|---|---|---|
| 1 Year | 14.76% | 13.43% |
| 3 Year | 13.4% | 16.73% |
| 5 Year | 12.4% | 16.23% |
Risk Management
| Scheme Name | HDFC Focused Fund - GROWTH PLAN | Quant Focused Fund-Growth |
|---|---|---|
| Standard Deviation | 9.50% | 14.85% |
| Sharp | 1.41% | 0.53% |
| Beta | 0.71% | 1.1% |
| Alpha | 6.53% | -3.85% |
Fund Managers
| Scheme Name | HDFC Focused Fund - GROWTH PLAN | Quant Focused Fund-Growth |
|---|---|---|
| Name | Dhruv Muchhal | Sanjeev Sharma |
| Total AUM | ₹520687 Cr | ₹39731 Cr |
| Funds Managed | 40 | 22 |
| HDFC Focused Fund - GROWTH PLAN | Quant Focused Fund-Growth |
Market Cap
| Scheme Name |
HDFC Focused Fund - GROWTH PLAN |
Quant Focused Fund-Growth |
|---|---|---|
| Others | 15.31 | 30.7 |
| Small Cap | 11.58 | 7.62 |
| Large Cap | 69.43 | 61.68 |
| Mid Cap | 3.68 | - |
Sector Allocation
| Scheme Name |
HDFC Focused Fund - GROWTH PLAN |
Quant Focused Fund-Growth |
|---|---|---|
| Others | 13.56 | 30.7 |
| Financial Services | 40.71 | 20.61 |
| Industrials | 5.25 | 7.14 |
| Healthcare | 6.49 | 3.59 |
| Consumer Cyclical | 20.44 | 3.99 |
| Basic Materials | 2.17 | - |
| Real Estate | 1.75 | 6.99 |
| Communication Services | 2.38 | - |
| Utilities | 2.69 | 15.34 |
| Technology | 4.56 | 2.93 |
| Energy | - | 8.71 |
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