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HDFC Focused 30 Fund

Growth
242.471.13% (+2.71)

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HDFC Focused 30 Fund

Growth
EquityFocused Fund
Large-size FundAssets Under Mgmt: ₹ 14,968 Cr
Very High RiskPrinciple investment will be at very high risk
242.471.13% (+2.71)

Price Chart

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Returns
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1M
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1M
6M
1Y
3Y
5Y
Max
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EquityFocused Fund
Large-size FundAssets Under Mgmt: ₹ 14,968 Cr
Very High RiskPrinciple investment will be at very high risk

Key Metrics

Expense RatioExpense RatioNo LabelNo LabelNo LabelNo Label
0.5736.242.53
No LabelNo LabelNo LabelNo LabelNo LabelNo Label
1.4249.251.57

Scheme Info

PlanPlanLock inLock inExit LoadExit Load
Growth0 yrs1.00%
1% on or before 1Y Nil after 1Y
SIP Inv.SIP Inv.Min. LumpsumMin. Lumpsum
Allowed₹ 100
Initial: ₹ 100 Incremental: ₹ 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

Comparing 3 mutual funds from 
EquityFocused Fund

Returns

Scheme

Ratios

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Mutual Fund1Y Returns1Y Returns3Y CAGR3Y CAGRLife CAGRLife CAGR
HDFC Focused 30 Fund37.07%25.84%16.40%
SBI Focused Equity Fund21.87%9.38%16.08%
Axis Focused Fund23.14%5.03%14.78%
Franklin India Focused Equity Fund29.19%17.45%19.11%

Price Comparison

Compare HDFC Focused 30 Fund with any MF, ETF, stock or index
Compare HDFC Focused 30 Fund with any MF, ETF, stock or index
HDFC Focused 30 Fund
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Asset Allocation

Actual

Target

Mar 2024

Jun 2024

Sep 2024

Oct 2024

ACTUAL
RightsGovernment SecuritiesREITs & InvITCash & EquivalentsEquity0.02%0.34%3.02%12.94%83.68%

Mar 2024

Jun 2024

Sep 2024

Oct 2024

Tickertape Separator

Sector Distribution

+17 moreIT Services & ConsultingFour WheelersPharmaceuticalsMiscellaneousPrivate Banks37.69 %4.63 %5.17 %7.92 %11.42 %33.18 %

Mar 2024

Jun 2024

Sep 2024

Oct 2024

Tickertape Separator

Sector Weightage

Sep 23Dec 23Mar 24Jun 24Sep 24Oct 2422.15%26.48%28.60%33.62%32.84%33.18%
Private Banks as a % of total holdings for last six quarters
Tickertape Separator

Current Holdings

Equity

Debt

Others

  • Constituent
    Holding Weight
    3M Change
  • HDFC Bank Ltd
    HDFCBANK
    3M change : 0.26 %

    Holdings

    9.51 %

    0.26 %
  • ICICI Bank Ltd
    ICICIBANK
    3M change : 0.10 %

    Holdings

    9.50 %

    0.10 %
  • Axis Bank Ltd
    AXISBANK
    3M change : 0.07 %

    Holdings

    8.52 %

    0.07 %

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

    82

  • Total AUM

    ₹ 7,58,182.36 Cr.

Fund Manager Profile

Roshi Jain

AUM:  ₹95,832.02 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

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.

Funds Managed (6)

Manager Performance (0)

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Tax Implications

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%

Let’s calculate your returns after tax

Investment frequency

Monthly

One Time

Monthly Investment Amt. (₹)

Investment period (years)

CAGR (%)
This CAGR is calculated based on the actual past return given by the fund during the selected investment period. This is the annualised growth rate assuming monthly compounding.

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Opinions and Fund Reviews

The content here in the form of articles and videos is for information purposes only and may have been sourced from publicly available sources or otherwise. Tickertape does not guarantee the authenticity and veracity of the material shared. The User understands and agrees that Tickertape is not aware nor liable for any content shared here.
News Thumbnail

HDFC Focused 30 Fund

11 months ago•HDFC Mutual Fund

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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

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Fund Talk with Ms. Roshi Jain

2 years ago•HDFC Mutual Fund

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Expert Speak - Equity Outlook, HDFC Focused 30 Fund & HDFC TaxSaver

2 years ago•HDFC Mutual Fund

News Thumbnail

HDFC Focused 30 Fund

4 years ago•HDFC Mutual Fund