HDFC Focused 30 Fund
100
Min SIP
100
Min Lumpsum
0.5 %
Expense Ratio
Rating
4,379
Fund Size (in Cr)
10 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 5 yrs
-
Invested Amount--
-
Wealth Gained--
-
Expected Amount--
Scheme Performance
| 1Y | 1Y | 3Y | 3Y | 5Y | 5Y | Max | Max | |
|---|---|---|---|---|---|---|---|---|
| Trailing Returns | 22% | 34.6% | 13.7% | 13.7% | ||||
| Category Average | 13% | 26.6% | 12.5% | - |
Scheme Allocation
By Holding
By Sector
By Asset
ICICI Bank
HDFC Bank
St Bk of India
Bharti Airtel
M & M
Others
Advance Ratio
0.75
Alpha
4.53
SD
0.91
Beta
0.58
Sharpe
Exit Load
| Exit Load | 1.00% - If Units are redeemed / switched-out within 1 years from the date of allotment. Nil - If Units are redeemed / switched-out after 1 years from the date of allotment. |
|---|
Fund Objective
To generate capital appreciation through equity investments in companies whose shares are quoting at prices below their true value.
Fund Managers
Roshi Jain - Fund Manager
Ms Jain holds many degrees, including CFA, ACA and PGDM. Before joining HDFC AMC, she worked with several other fund houses, including Goldman Sachs, Franklin Templeton Investments, Singapore, Wipro Ltd. and S. R. Batliboi & Co. She manages 5 schemes in total with an AUM of ₹10,242 Cr
Risk-O-Meter
Peer Comparison
Fund Name
- Fund Name
- Fund Size
- 1Y
- 3Y
- 5Y
-
- Equity .
- Focused .
-
- 6,112
-
12.1%Fund Size - 6,112
-
31%Fund Size - 6,112
-
13.1%Fund Size - 6,112
-
- Equity .
- Focused .
-
- 8,267
-
17.2%Fund Size - 8,267
-
30.5%Fund Size - 8,267
-
14.5%Fund Size - 8,267
-
- Equity .
- Focused .
-
- 258
-
13%Fund Size - 258
-
26.6%Fund Size - 258
-
12.5%Fund Size - 258
-
- Equity .
- Focused .
-
- 808
-
14.3%Fund Size - 808
-
24.8%Fund Size - 808
-
14.2%Fund Size - 808
-
- Equity .
- Focused .
-
- 5,805
-
10.8%Fund Size - 5,805
-
24.1%Fund Size - 5,805
-
11.8%Fund Size - 5,805
AMC Contact Details
HDFC Mutual Fund
AUM:
4,18,852 Cr
Address:
HDFC House, 2nd Flr, H.T.Parekh Marg,
165-166, Backbay Reclamation,
Churchgate, Mumbai - 400 020.
Contact:
022 - 6631 6333
Email ID:
cliser@hdfcfund.com
Frequently Asked Questions
How to invest in HDFC Focused 30 Fund ?
You can invest in HDFC Focused 30 Fund in a quick and simple process. Follow the below steps;
- Login to your 5paisa account, Go to the Mutual Funds section.
- Search for HDFC Focused 30 Fund in the search box.
- Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"
What is the NAV of HDFC Focused 30 Fund ?
The NAV of HDFC Focused 30 Fund is ₹153.8 as of 01 June 2023.
How to redeem HDFC Focused 30 Fund holding ?
You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.
What is the minimum sip amount of HDFC Focused 30 Fund?
The minimum SIP amount of HDFC Focused 30 Fund is ₹100
What are the top sectors HDFC Focused 30 Fund has invested in??
The top sectors HDFC Focused 30 Fund has invested in are
- ICICI Bank - 9.11%
- HDFC Bank - 8.09%
- St Bk of India - 4.49%
- Bharti Airtel - 4.38%
- M & M - 4.2%
How much returns have HDFC Focused 30 Fund generated ?
The HDFC Focused 30 Fund has delivered 13.7% since inception
What is the expense ratio of HDFC Focused 30 Fund ?
The expense ratio of HDFC Focused 30 Fund is 0.5 % as of 01 June 2023.
What is the AUM of HDFC Focused 30 Fund?
The AUM of HDFC Focused 30 Fund is ₹4,18,852 Cr as of 01 June 2023
What are the top stock holdings of HDFC Focused 30 Fund?
The top stock holdings of HDFC Focused 30 Fund are
- ICICI Bank - 9.11%
- HDFC Bank - 8.09%
- St Bk of India - 4.49%
- Bharti Airtel - 4.38%
- M & M - 4.2%