Tata Focused Equity Fund vs HDFC Focused 30 Fund compare

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HDFC Focused 30 Fund - GROWTH PLAN

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Tata Focused Equity Fund-Regular Plan-Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name	HDFC Focused 30 Fund - GROWTH PLAN	Tata Focused Equity Fund-Regular Plan-Growth
Fund	HDFC Focused 30 Fund - GROWTH PLAN	Tata Focused Equity Fund-Regular Plan-Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹15688 Cr	₹1739 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

Scheme Name	HDFC Focused 30 Fund - GROWTH PLAN	Tata Focused Equity Fund-Regular Plan-Growth
1 Month	5.96%	4.12%
6 Month	-6.26%	-14.76%
1 Year	15.57%	4.58%
3 Year	23.4%	13.14%
5 Year	32.66%	24.66%

Scheme Name	HDFC Focused 30 Fund - GROWTH PLAN	Tata Focused Equity Fund-Regular Plan-Growth
6 Month	-0.48%	-7.34%
1 Year	2.84%	-12.21%
3 Year	22.27%	12.86%
5 Year	25.24%	15.85%

Scheme Name	HDFC Focused 30 Fund - GROWTH PLAN	Tata Focused Equity Fund-Regular Plan-Growth
1 Year	16.01%	22.62%
3 Year	12.6%	19.32%
5 Year	11.81%	18.37%

Scheme Name	HDFC Focused 30 Fund - GROWTH PLAN	Tata Focused Equity Fund-Regular Plan-Growth
Standard Deviation	11.245%	14.255%
Sharp	1.3%	0.518%
Beta	0.756%	0.995%
Alpha	9.571%	-0.625%

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Scheme Name	HDFC Focused 30 Fund - GROWTH PLAN	Tata Focused Equity Fund-Regular Plan-Growth
Name	Dhruv Muchhal	Kapil Malhotra
Total AUM	₹520687 Cr	₹18472 Cr
Funds Managed	40	7
	HDFC Focused 30 Fund - GROWTH PLAN	Tata Focused Equity Fund-Regular Plan-Growth

Scheme Name	HDFC Focused 30 Fund - GROWTH PLAN	Tata Focused Equity Fund-Regular Plan-Growth
Others	16.06	4.77
Small Cap	13.92	20.69
Large Cap	66.22	58.06
Mid Cap	3.81	16.49

Scheme Name	HDFC Focused 30 Fund - GROWTH PLAN	Tata Focused Equity Fund-Regular Plan-Growth
Others	13.91	4.77
Communication Services	3.65	1.99
Financial Services	39.06	28.27
Industrials	3.31	13.18
Healthcare	10.65	7.4
Consumer Cyclical	20.08	16.91
Basic Materials	2.77	2.32
Technology	4.43	12.7
Real Estate	2.12	2.06
Consumer Defensive	0	-
Energy	-	4.04
Utilities	-	6.35