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) | ₹25140 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 | 0.37% | 0.31% |
| 6 Month | 7.06% | 4.34% |
| 1 Year | 12.76% | 2.09% |
| 3 Year | 21.69% | 14.26% |
| 5 Year | 26.84% | 19.95% |
SIP Return Analysis
| Scheme Name | HDFC Focused Fund - GROWTH PLAN | Quant Focused Fund-Growth |
|---|---|---|
| 6 Month | 2.73% | 1.96% |
| 1 Year | 15.45% | 10.17% |
| 3 Year | 19.85% | 11.1% |
| 5 Year | 21.76% | 13.52% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Focused Fund - GROWTH PLAN | Quant Focused Fund-Growth |
|---|---|---|
| 1 Year | 14.99% | 13.7% |
| 3 Year | 13.28% | 16.91% |
| 5 Year | 12.33% | 16.12% |
Risk Management
| Scheme Name | HDFC Focused Fund - GROWTH PLAN | Quant Focused Fund-Growth |
|---|---|---|
| Standard Deviation | 9.78% | 15.933% |
| Sharp | 1.40% | 0.641% |
| Beta | 0.72% | 1.052% |
| Alpha | 6.95% | 1.751% |
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 | 14.67 | 27.88 |
| Small Cap | 12.5 | 7.96 |
| Large Cap | 69.27 | 64.16 |
| Mid Cap | 3.56 | - |
Sector Allocation
| Scheme Name |
HDFC Focused Fund - GROWTH PLAN |
Quant Focused Fund-Growth |
|---|---|---|
| Others | 12.73 | 24.39 |
| Financial Services | 39.92 | 21.92 |
| Real Estate | 1.94 | 7.07 |
| Industrials | 4.92 | 9.77 |
| Healthcare | 7.07 | 6.71 |
| Consumer Cyclical | 21.45 | 3.79 |
| Basic Materials | 2.33 | - |
| Communication Services | 2.45 | - |
| Utilities | 2.75 | 15.76 |
| Technology | 4.45 | 1.43 |
| Energy | - | 9.17 |
Top Comparisons
Kotak ELSS Tax Saver Fund-Scheme-Growth
3Y Returns16%
Bandhan ELSS Tax saver Fund - Regular Plan - Growth
3Y Returns15.97%
PGIM India Corporate Bond Fund - Growth
3Y Returns7.27%
Mirae Asset Corporate Bond Fund Regular Growth
3Y Returns7.31%
Mahindra Manulife Mid Cap Fund - Regular Plan - Growth
3Y Returns24.51%
Edelweiss Mid Cap Fund - Regular Plan - Growth Option
3Y Returns25.61%
ICICI Prudential Overnight Fund - Growth
3Y Returns6.36%
PGIM India Overnight Fund - Regular Plan- Growth Option
3Y Returns6.35%