HDFC Focused 30 Fund(IDCW-Reinv)

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IDCWRegular

EquityFocused Fund

Large-size FundAssets Under Mgmt: ₹ 15,520 Cr

Very High RiskPrinciple investment will be at very high risk

25.341.17% (-0.30)

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EquityFocused Fund

Large-size FundAssets Under Mgmt: ₹ 15,520 Cr

Very High RiskPrinciple investment will be at very high risk

Key Metrics

Expense RatioExpense Ratio	No LabelNo Label	No LabelNo Label
1.67	35.19	1.41

No LabelNo Label	No LabelNo Label	No LabelNo Label
1.42	48.03	0.88

Scheme Info

PlanPlan	Lock inLock in	Exit LoadExit Load
IDCW	0 yrs	1.00%

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.

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
₹ 7,63,148.71 Cr.

Fund Manager Profile

Roshi Jain

AUM: ₹97,594.01 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.

Tax Implications

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Investment frequency

Monthly

One Time

Monthly Investment Amt. (₹)

Investment period (years)

CAGR (%)

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HDFC Focused 30 Fund(IDCW-Reinv)