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HDFC Focused 30 Fund
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Key Metrics
| Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 0.60 | 38.46 | 1.80 |
| No LabelNo Label | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 1.42 | 45.47 | 1.18 |
Scheme Info
| PlanPlan | Lock inLock in | Exit LoadExit Load |
|---|---|---|
| Growth | 0 yrs | 1.00% |
| SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
|---|---|
| Allowed | ₹ 100 |
| BenchmarkBenchmark |
|---|
| NIFTY 500 - TRI |
About Focused Fund
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.
Peers & Comparison
EquityFocused Fund
Returns
Scheme
Ratios
| Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
|---|---|---|---|
| HDFC Focused 30 Fund | 27.20% | 26.40% | 16.25% |
| SBI Focused Equity Fund | 20.24% | 11.18% | 16.14% |
| Axis Focused Fund | 18.39% | 6.64% | 14.81% |
| Franklin India Focused Equity Fund | 22.44% | 19.04% | 19.02% |
Price Comparison
Compare HDFC Focused 30 Fund with any MF, ETF, stock or index
Hmm, looks like data is unavailable here. Please come back after some timeAsset Allocation
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Nov 2024
ACTUAL
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Sector Distribution
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Sector Weightage
Current Holdings
Equity
Debt
Others
- ConstituentHolding Weight3M Change
- HDFC Bank Ltd3M change : 0.35 %
Holdings
9.49 %
0.35 % - ICICI Bank Ltd3M change : -0.22 %
Holdings
9.21 %
-0.22 % - Axis Bank Ltd3M change : -0.02 %
Holdings
8.35 %
-0.02 %
AMC Profile
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
83
Total AUM
₹ 7,68,838.11 Cr.
Fund Manager Profile
Roshi Jain
AUM: ₹95,842.10 Cr.
|
Exp: 9=12yrs
Qualification
CFA, PGDM, ACA
Past Experience
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)
Tax Implications
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Investment frequency
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Monthly Investment Amt. (₹)
Investment period (years)
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Opinions and Fund Reviews
HDFC Focused 30 Fund
1 year 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
4 years ago•HDFC Mutual Fund
Invested period < 1 year
Gains are treated as short-term capital gains and taxed at 20%
Invested period > 1 year
Gains are treated as long-term capital gains and taxed at 12.5%