Tata Focused Equity Fund vs HDFC Focused 30 Fund compare

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HDFC Focused Fund - GROWTH PLAN

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Tata Focused 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 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)	₹23533 Cr	₹1819 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 Fund - GROWTH PLAN	Tata Focused Fund-Regular Plan-Growth
1 Month	1.28%	0.63%
6 Month	7.64%	5.99%
1 Year	9.68%	-0.88%
3 Year	22.57%	15.96%
5 Year	28.68%	19.4%

Scheme Name	HDFC Focused Fund - GROWTH PLAN	Tata Focused Fund-Regular Plan-Growth
6 Month	3.58%	2.23%
1 Year	16.87%	9.03%
3 Year	21.09%	13.22%
5 Year	22.86%	14.44%

Scheme Name	HDFC Focused Fund - GROWTH PLAN	Tata Focused Fund-Regular Plan-Growth
1 Year	15.12%	18.6%
3 Year	13.07%	18.64%
5 Year	12.21%	20.38%

Scheme Name	HDFC Focused Fund - GROWTH PLAN	Tata Focused Fund-Regular Plan-Growth
Standard Deviation	9.92%	12.87%
Sharp	1.44%	0.73%
Beta	0.73%	0.93%
Alpha	7.47%	0.66%

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

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

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