Tata Focused Equity Fund vs HDFC Focused 30 Fund compare
HDFC Focused 30 Fund - GROWTH PLAN
Tata Focused Equity Fund-Regular Plan-Growth
Chart Comparison
| 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) | ₹13127 Cr | ₹1816 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 05 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 | 1.68 | 2.04 |
| Manager | Dhruv Muchhal | Kapil Malhotra |
| ISIN Code | INF179K01574 | INF277K010Y2 |
| Exits Load | Exit load of 1% if redeemed within 1 year/365 | For units in excess of 12% of the investment,1% will be charged for redemption within 365 Days./365 |
| Scheme Name | HDFC Focused 30 Fund - GROWTH PLAN | Tata Focused Equity Fund-Regular Plan-Growth |
|---|---|---|
| 1 Month | 0.76% | 2.98% |
| 6 Month | 18.32% | 18.2% |
| 1 Year | 43.05% | 40.74% |
| 3 Year | 28.45% | 19.04% |
| 5 Year | 24.9% | - |
| Scheme Name | HDFC Focused 30 Fund - GROWTH PLAN | Tata Focused Equity Fund-Regular Plan-Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 19.57% | 14.36% |
| 3 Year | 52.12% | 35.49% |
| 5 Year | 101.93% | 64.44% |
| Scheme Name | HDFC Focused 30 Fund - GROWTH PLAN | Tata Focused Equity Fund-Regular Plan-Growth |
|---|---|---|
| 1 Year | 26.22% | 24.31% |
| 3 Year | 75.97% | 54.89% |
| 5 Year | 108.9% | 73.86% |
| Scheme Name | HDFC Focused 30 Fund - GROWTH PLAN | Tata Focused Equity Fund-Regular Plan-Growth |
|---|---|---|
| Standard Deviation | 11.38% | 12.55% |
| Sharp | 1.69% | 0.97% |
| Beta | 0.77% | 0.96% |
| Alpha | 9.33% | -0.29% |
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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 |
| Fund Manage | 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 | 12.85 | 4.67 |
| Large Cap | 69.63 | 57.48 |
| Small Cap | 13.95 | 16.32 |
| Mid Cap | 3.57 | 21.53 |
| Scheme Name |
HDFC Focused 30 Fund - GROWTH PLAN |
Tata Focused Equity Fund-Regular Plan-Growth |
|---|---|---|
| Others | 9.31 | 4.67 |
| Telecom - Services | 3.87 | - |
| IT - Software | 9.03 | - |
| Banks | 36.33 | - |
| Realty | 5.83 | - |
| Agricultural, Commercial & Construction Vehicles | 1.26 | - |
| Pharmaceuticals & Biotechnology | 8.48 | - |
| Automobiles | 4.23 | - |
| Aerospace & Defense | 2.3 | - |
| Electrical Equipment | 1.35 | - |
| Healthcare Services | 4.88 | - |
| Insurance | 3.98 | 2.16 |
| IT - Services | 0.6 | - |
| Transport Services | 0.6 | - |
| Consumer Durables | 2.01 | - |
| Auto Components | 2.59 | - |
| Leisure Services | 2.18 | - |
| Beverages | 1.17 | - |
| Energy | - | 12.19 |
| Automobile | - | 8.46 |
| Materials | - | 4.98 |
| Construction | - | 5.14 |
| Financial | - | 26.79 |
| Healthcare | - | 7.47 |
| Technology | - | 9.76 |
| Capital Goods | - | 5.91 |
| Services | - | 12.47 |
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