- Mutual Funds
- HDFC Mutual Fund
- HDFC Focused 30 Fund Direct Growth
HDFC Focused 30 Fund Direct Growth Calculator
Investment Duration5 years
7,32,612
Total Investment8,18,253
Wealth Gained15,50,865
Total Corpus Created (₹)
With CAGR of 28.687 % in 5 yearsHistorical NAV
₹ 231.782
NAV (Mar 17)
Fund Returns
Last 1Y | 13.4% |
Last 3Y | 24.2% |
Last 5Y | 28.7% |
Last 10Y | 14.5% |
Since Inception | 15.3% |
6 Month CAGR | -7.6% |
Scheme Information
The scheme seeks to generate long term capital appreciation/income by investing in equity & equity related instruments of up to 30 companies.
Expense Ratio | 0.67 % |
Launched 12Y ago | 2013-01-01 |
AUM in Crores | 15515.9 |
ISIN | INF179K01VK7 |
Lock-in (days) | No Lock-in |
Benchmark | NIFTY 500 Total Return Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation | 11.3 |
Beta | 0.8 |
Sharpe Ratio | 1.4 |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| HDFC Focused 30 Fund Direct (G) | 15,50,865 | 8,18,253 | 28.7% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
Asset allocation and Holdings
Top Stock Holdings
Others
10.79%ICICI Bank Ltd.
9.4%HDFC Bank Ltd.
9.25%Axis Bank Ltd.
8.45%HCL Technologies Ltd.
4.76%
Allocation by Sector
Financial
34.1%Automobile
13.48%Healthcare
11.92%Technology
4.63%Insurance
4%
Comparison with Equity Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 46,114 cr | ||
₹ 88,004 cr | ||
₹ 60,177 cr | ||
₹ 25,723 cr | ||
₹ 14,981 cr |
About the AMC
HDFC Mutual Fund
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
7.4% | 7.9% | ||
6.2% | 6% | ||
19.1% | 13.3% | ||
17.1% | 7.7% | ||
24.2% | 15.3% |
HDFC Focused 30 Fund Direct Growth Calculator
Investment Duration5 years
7,32,612
Total Investment8,18,253
Wealth Gained15,50,865
Total Corpus Created (₹)
With CAGR of 28.687 % in 5 yearsFrequently Asked Questions
What is the expense ratio for HDFC Focused 30 Fund Direct Plan Growth?
What is the current AUM of HDFC Focused 30 Fund Direct Growth?
What is the latest NAV of HDFC Focused 30 Fund Direct Growth?
What is the Riskometer rating for HDFC Focused 30 Fund Direct Plan Growth?
Which are the top sector holdings in HDFC Focused 30 Fund Direct Plan?
Which are the top stock holdings in HDFC Focused 30 Fund Direct Plan?
What is the asset allocation of HDFC Focused 30 Fund Direct Plan Growth?
What has been the performance of HDFC Focused 30 Fund Direct Growth returns?
Does HDFC Focused 30 Fund Direct Growth have a lock-in period?
Can I invest in both SIP and lump sum options in HDFC Focused 30 Fund Direct Plan Growth?
How to invest in HDFC Focused 30 Fund Direct Growth?
How can I redeem my investment in HDFC Focused 30 Fund Direct Plan?