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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
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 |
Trailing Lumpsum Returns
| Scheme Name | HDFC Focused 30 Fund - GROWTH PLAN | Tata Focused Equity Fund-Regular Plan-Growth |
|---|---|---|
| 1 Month | 3.86% | 2.97% |
| 6 Month | 0.63% | -9.21% |
| 1 Year | 18.79% | 8.1% |
| 3 Year | 22.68% | 13.57% |
| 5 Year | 31.17% | 24.13% |
SIP Return Analysis
| Scheme Name | HDFC Focused 30 Fund - GROWTH PLAN | Tata Focused Equity Fund-Regular Plan-Growth |
|---|---|---|
| 6 Month | 3.23% | -2.71% |
| 1 Year | 6.95% | -9.36% |
| 3 Year | 23.08% | 13.31% |
| 5 Year | 25.42% | 15.75% |
Rolling Lumpsum Returns
| 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% |
Risk Management
| 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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Fund Managers
| 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 |
Market Cap
| 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 |
Sector Allocation
| 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 |
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