Fund has been able to generate better returns compared to other funds in the same category
Less expense ratio implies better returns over the long term
Fund has been able to generate better price return than bank FD
Total holdings with red flags is insignificant
Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
0.50 | 45.40 | 3.39 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
1.41 | 50.71 | 2.37 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
IDCW | 0 yrs | 1.00% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Allowed | ₹ 100 |
BenchmarkBenchmark |
---|
NIFTY 500 - TRI |
Focused funds are equity funds. They invest in less than 30 companies to have a concentrated portfolio. These funds are relatively high risky because of lack of diversification.
Returns
Scheme
Ratios
Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
---|---|---|---|
HDFC Focused 30 Fund(IDCW) | 34.91% | 17.56% | 5.31% |
SBI Focused Equity Fund(IDCW-Payout) | 31.94% | 13.94% | 14.09% |
Axis Focused Fund(IDCW) | 22.78% | -2.27% | 10.79% |
Franklin India Focused Equity Fund(IDCW) | 28.24% | 10.88% | 11.27% |
Actual
Target
Dec 2023
Mar 2024
Jun 2024
Aug 2024
Dec 2023
Mar 2024
Jun 2024
Aug 2024
Dec 2023
Mar 2024
Jun 2024
Aug 2024
Equity
Debt
Others
Holdings
9.44 %
Holdings
9.14 %
Holdings
8.37 %
HDFC Asset Management Company, investment manager to HDFC Mutual Fund, is one of the leading AMCs in the country. The company operates as a joint venture between Housing Development Finance Corporation (HDFC) and Standard Life Investments (SLI).
No.of Schemes
81
Total AUM
₹ 7,46,207.14 Cr.
Roshi Jain
AUM: ₹94,188.39 Cr.
|
Exp: 9=12yrs
CFA, PGDM, ACA
Ms. Roshi Jain has 12 years of experience includes equity reasearch and audit .She joined Franklin Templeton in May 2005 was involved in Equity Research. Her experience also includes Goldman Sachs, London, Goldman Sachs, Singapore / HK, Wipro Ltd. And S. R. Batliboi & Co.
Manager Performance (0)
Gains are treated as short-term capital gains and taxed at 20%
Gains are treated as long-term capital gains and taxed at 12.5%
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
You make
HDFC Focused 30 Fund
9 months ago•HDFC Mutual Fund
Which is the best Focused Mutual Fund in 2023? HDFC Focused 30 Fund Vs ICICI Pru Focused Equity Fund
1 year ago•Invest with S K Singh
Fund Talk with Ms. Roshi Jain
2 years ago•HDFC Mutual Fund
Expert Speak - Equity Outlook, HDFC Focused 30 Fund & HDFC TaxSaver
2 years ago•HDFC Mutual Fund
HDFC Focused 30 Fund
3 years ago•HDFC Mutual Fund
Returns
Fund has been able to generate better returns compared to other funds in the same category