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 | -0.09% | -2.52% |
| 6 Month | 3.46% | -1.9% |
| 1 Year | 13.89% | 3.28% |
| 3 Year | 21.25% | 13.02% |
| 5 Year | 22.75% | 15.09% |
SIP Return Analysis
| Scheme Name | HDFC Focused Fund - GROWTH PLAN | Quant Focused Fund-Growth |
|---|---|---|
| 6 Month | 1.72% | -0.15% |
| 1 Year | 11.94% | 4.14% |
| 3 Year | 17.51% | 7.64% |
| 5 Year | 20.23% | 11.25% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Focused Fund - GROWTH PLAN | Quant Focused Fund-Growth |
|---|---|---|
| 1 Year | 14.78% | 13.45% |
| 3 Year | 13.38% | 16.75% |
| 5 Year | 12.4% | 16.24% |
Risk Management
| Scheme Name | HDFC Focused Fund - GROWTH PLAN | Quant Focused Fund-Growth |
|---|---|---|
| Standard Deviation | 11.38% | 14.85% |
| Sharp | 1.48% | 0.53% |
| Beta | 0.71% | 1.1% |
| Alpha | 6.46% | -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 | 15.92 | 30.51 |
| Small Cap | 11.69 | 7.62 |
| Large Cap | 68.6 | 61.9 |
| Mid Cap | 3.78 | - |
Sector Allocation
| Scheme Name |
HDFC Focused Fund - GROWTH PLAN |
Quant Focused Fund-Growth |
|---|---|---|
| Others | 14.07 | 30.51 |
| Financial Services | 40.05 | - |
| Industrials | 5.1 | - |
| Healthcare | 6.7 | - |
| Consumer Cyclical | 20.38 | - |
| Basic Materials | 2.05 | - |
| Real Estate | 1.86 | - |
| Communication Services | 2.4 | - |
| Utilities | 2.78 | - |
| Technology | 4.61 | - |
| Construction | - | 7.14 |
| Pharmaceuticals & Biotechnology | - | 3.59 |
| Banks | - | 11.65 |
| Finance | - | 8.97 |
| Power | - | 15.35 |
| Realty | - | 6.99 |
| Metals & Minerals Trading | - | 8.91 |
| IT - Software | - | 2.93 |
| Automobiles | - | 3.99 |
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