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) | ₹26230 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 | 0.97% | 1.03% |
| 6 Month | 4.47% | -0.46% |
| 1 Year | 10.38% | 0.55% |
| 3 Year | 21.46% | 13.77% |
| 5 Year | 24.28% | 16.89% |
SIP Return Analysis
| Scheme Name | HDFC Focused Fund - GROWTH PLAN | Quant Focused Fund-Growth |
|---|---|---|
| 6 Month | 2.95% | 1.97% |
| 1 Year | 15.34% | 9.28% |
| 3 Year | 18.83% | 9.56% |
| 5 Year | 20.98% | 12.46% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Focused Fund - GROWTH PLAN | Quant Focused Fund-Growth |
|---|---|---|
| 1 Year | 14.79% | 13.51% |
| 3 Year | 13.39% | 16.77% |
| 5 Year | 12.4% | 16.23% |
Risk Management
| Scheme Name | HDFC Focused Fund - GROWTH PLAN | Quant Focused Fund-Growth |
|---|---|---|
| Standard Deviation | 11.38% | 14.85% |
| Sharp | 1.39% | 0.52% |
| Beta | 0.72% | 1.08% |
| Alpha | 6.38% | -2.82% |
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 | 15.93 | 30.51 |
| Small Cap | 11.68 | 7.62 |
| Large Cap | 67.22 | 61.9 |
| Mid Cap | 5.17 | - |
Sector Allocation
| Scheme Name |
HDFC Focused Fund - GROWTH PLAN |
Quant Focused Fund-Growth |
|---|---|---|
| Others | 14.07 | 30.51 |
| Banks | 36.53 | 11.65 |
| Agricultural, Commercial & Construction Vehicles | 1.75 | - |
| Pharmaceuticals & Biotechnology | 5.44 | 3.59 |
| Automobiles | 10.23 | 3.99 |
| Leisure Services | 3.14 | - |
| Ferrous Metals | 2.05 | - |
| Realty | 1.86 | 6.99 |
| Healthcare Services | 1.25 | - |
| Insurance | 3.52 | - |
| Consumer Durables | 2.45 | - |
| Auto Components | 4.02 | - |
| Retailing | 2.04 | - |
| Telecom - Services | 2.4 | - |
| Transport Services | 1.86 | - |
| Power | 2.78 | 15.35 |
| IT - Software | 4.61 | 2.93 |
| Construction | - | 7.14 |
| Finance | - | 8.97 |
| Metals & Minerals Trading | - | 8.91 |
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