Tata Focused Equity Fund vs HDFC Focused 30 Fund compare
HDFC Focused 30 Fund - GROWTH PLAN
Invest NowTata Focused Equity Fund-Regular Plan-Growth
Invest NowChart 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 | -3.31% | -5.64% |
6 Month | 9.79% | 8.33% |
1 Year | 34.35% | 27.35% |
3 Year | 22.84% | 14.5% |
5 Year | 22.08% | - |
Scheme Name | HDFC Focused 30 Fund - GROWTH PLAN | Tata Focused Equity Fund-Regular Plan-Growth |
---|---|---|
6 Month | - | - |
1 Year | 28.04% | 20.04% |
3 Year | 29.25% | 22.77% |
5 Year | 29.17% | - |
Scheme Name | HDFC Focused 30 Fund - GROWTH PLAN | Tata Focused Equity Fund-Regular Plan-Growth |
---|---|---|
1 Year | 15.41% | 23.17% |
3 Year | 12.4% | 19.75% |
5 Year | 11.56% | - |
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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Get Free Experts GuidanceScheme 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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