HDFC Focused 30 Fund

Equity · Focused
 · ★★★
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

Returns and Ranks ( as on 01 June 2023 )
1Y1Y 3Y3Y 5Y5Y MaxMax
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
9.11%
HDFC Bank
8.09%
St Bk of India
4.49%
Bharti Airtel
4.38%
M & M
4.2%
Others
69.73%
Banks
26.99%
Debt
12.54%
IT-Software
9.48%
Pharmaceuticals & Biotech
6.17%
Automobiles
5.97%
Others
38.85%
Equity
86.13%
Reverse Repos
12.54%
REITs
1.89%
Net Curr Ass/Net Receivables
-0.56%

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

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
  1. ICICI Bank - 9.11%
  2. HDFC Bank - 8.09%
  3. St Bk of India - 4.49%
  4. Bharti Airtel - 4.38%
  5. 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
  1. ICICI Bank - 9.11%
  2. HDFC Bank - 8.09%
  3. St Bk of India - 4.49%
  4. Bharti Airtel - 4.38%
  5. M & M - 4.2%
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