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Tata Focused Equity Fund vs HDFC Focused 30 Fund compare
HDFC Focused Fund - GROWTH PLAN
Tata Focused Fund-Regular Plan-Growth
Chart Comparison
Overview
| Scheme Name | HDFC Focused Fund - GROWTH PLAN | Tata Focused Fund-Regular Plan-Growth |
|---|---|---|
| Fund | HDFC Focused Fund - GROWTH PLAN | Tata Focused Fund-Regular Plan-Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Average |
| Asset Size (Cr) | ₹25140 Cr | ₹1866 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 17 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 | 1.67 | 2.04 |
| Manager | Dhruv Muchhal | Kapil Malhotra |
| ISIN Code | INF179K01574 | INF277K010Y2 |
| 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 | Tata Focused Equity Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | HDFC Focused Fund - GROWTH PLAN | Tata Focused Fund-Regular Plan-Growth |
|---|---|---|
| 1 Month | 1.25% | 2.37% |
| 6 Month | 6.37% | 5.56% |
| 1 Year | 11.66% | 2.89% |
| 3 Year | 21.36% | 14.59% |
| 5 Year | 26.98% | 18.08% |
SIP Return Analysis
| Scheme Name | HDFC Focused Fund - GROWTH PLAN | Tata Focused Fund-Regular Plan-Growth |
|---|---|---|
| 6 Month | 2.73% | 2.26% |
| 1 Year | 15.45% | 10.85% |
| 3 Year | 19.85% | 12.75% |
| 5 Year | 21.76% | 13.91% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Focused Fund - GROWTH PLAN | Tata Focused Fund-Regular Plan-Growth |
|---|---|---|
| 1 Year | 14.99% | 17.79% |
| 3 Year | 13.28% | 18.47% |
| 5 Year | 12.33% | 20.13% |
Risk Management
| Scheme Name | HDFC Focused Fund - GROWTH PLAN | Tata Focused Fund-Regular Plan-Growth |
|---|---|---|
| Standard Deviation | 9.78% | 12.52% |
| Sharp | 1.40% | 0.65% |
| Beta | 0.72% | 0.91% |
| Alpha | 6.95% | -0.40% |
Fund Managers
| Scheme Name | HDFC Focused Fund - GROWTH PLAN | Tata Focused Fund-Regular Plan-Growth |
|---|---|---|
| Name | Dhruv Muchhal | Kapil Malhotra |
| Total AUM | ₹520687 Cr | ₹18472 Cr |
| Funds Managed | 40 | 7 |
| HDFC Focused Fund - GROWTH PLAN | Tata Focused Fund-Regular Plan-Growth |
Market Cap
| Scheme Name |
HDFC Focused Fund - GROWTH PLAN |
Tata Focused Fund-Regular Plan-Growth |
|---|---|---|
| Others | 14.42 | 9.03 |
| Small Cap | 13.07 | 15.38 |
| Large Cap | 69.31 | 58.64 |
| Mid Cap | 3.2 | 16.95 |
Sector Allocation
| Scheme Name |
HDFC Focused Fund - GROWTH PLAN |
Tata Focused Fund-Regular Plan-Growth |
|---|---|---|
| Others | 11.95 | 6.62 |
| Financial Services | 38.99 | 26.1 |
| Real Estate | 2.47 | 2.29 |
| Industrials | 4.66 | 10.69 |
| Healthcare | 7.5 | 16.76 |
| Consumer Cyclical | 22.88 | 8.37 |
| Basic Materials | 2.65 | 2.36 |
| Communication Services | 2.39 | - |
| Utilities | 2.26 | 6.34 |
| Technology | 4.24 | 14.36 |
| Energy | - | 4.17 |
| Consumer Defensive | - | 1.94 |
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