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  • HDFC Focused 30 Fund (Growth)

Formerly HDFC Core & Satellite Gr

HDFC Mutual Funds

HDFC Focused 30 Fund (Growth)

EquityFocused

137.326

NAV (Nov 30)

9.9%
5 Year CAGR
Scripbox Opinion
Neutral
Click here for top ranked funds in focused mutual funds.

Focused funds provides inflation beating growth over the long term and is suitable for investment objectives with duration of 10-15 years or longer (minimum 5 years).

Our analysis of this fundLearn how we rate funds ->

Fund Size

Satisfactory

The performance of the fund on a Fund Size metric has been Satisfactory

Outperformance Consistency

Satisfactory

The performance of the fund on a Outperformance Consistency metric has been Satisfactory

Scripbox Recommended Equity Funds

Want the equity funds that are right for your long term equity investment needs?

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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

137.326

NAV (Nov 30)

Fund Returns

Last 1Y

24.4%

Last 3Y

20.5%

Last 5Y

9.9%

Last 10Y

13.6%

Since Inception

15.4%

6 Month CAGR

19.8%

Scheme Information

Investment Objective

To generate long term capital appreciation/income by investing in equity & equity related instruments of up to 30 companies. There is no assurance that the investment objective of the Scheme will be realized.

Expense Ratio

2.3

Launched (18y ago)

Sep 17, 2004

AUM in Crores

2646.256

ISIN

INF179K01574

Lock-in

No Lock-in

Benchmark

IISL Nifty 500 TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Standard Deviation (3yr)

23.7

Standard Deviation (5yr)

20.9

Beta (3yr)

0.99

Beta (5yr)

0.98

Sharpe Ratio (3yr)

0.69

Sharpe Ratio (5yr)

0.338

YTM

0

Fund Managers

Roshi Jain

Fund Manager

Priya Ranjan

Fund Manager

Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%965,796 233,18411.25%
EPF70% 900,761 168,1498.50%
Property70% 867,662 135,0507.00%
PPF70% 869,819 137,2077.10%
Bank FD70% 846,471 113,8596.00%
Gold70% 846,471 113,8596.00%
Savings Bank70% 825,950 93,3385.00%

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

Last updated on 2022-11-30

Top Stock Holdings

icici bank ltd

8.9%
8.9%

hdfc bank ltd

8.5%
8.5%

treps - tri-party repo

6.7%
6.7%

state bank of india

4.7%
4.7%

ntpc ltd

4.6%
4.6%
See all holdings

Allocation by Sector

financial services

33.7%
33.7%

industrials

12.7%
12.7%

technology

9.8%
9.8%

healthcare

9.7%
9.7%

consumer cyclical

7.6%
7.6%
See all sectors

Compare HDFC Focused 30 Fund (Growth)

Fund NameFund SizeOutperformance Consistency
Nippon India Value Fund (G)
Nippon India Value Fund (G)

₹ 4,865 cr

₹ 10,427 cr

₹ 15,580 cr

₹ 10,427 cr

₹ 15,580 cr

About the AMC

HDFC Asset Management Company Limited

HDFC Asset Management Company Limited manages assets worth 482,534 crores and was set up on 3 July 2000. It's current offering of mutual fund schemes includes 38 equity,120 debt and 23 hybrid funds.

amc-img

  • 1800 3010 6767/ 1800 419 7676 (Toll-free)
  • cliser@hdfcfund.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    10.4%

    4.6%

    5.9%

    7.8%

    3.6%

    5.8%

    6.3%

    5.8%

    5.2%

    5.3%

    HDFC Focused 30 Fund (G) Review

    HDFC Focused 30 Fund (G) is a Focused Equity fund and has delivered an annualised return of 15.4% over a period of 18 years. The fund was previously known as HDFC Core & Satellite Gr. The fund is managed by HDFC Asset Management Company Limited. The fund managers are Priya Ranjan, Roshi Jain.

    Nav of HDFC Focused 30 Fund (G) as of 11/30/2022 is ₹137.33 with the total AUM as of 12/1/2022 is ₹2646.256. With Scripbox you can compare and check the latest nav for all mutual funds in India. HDFC Focused 30 Fund (G) was launched on Sep 17, 2004. The category risk of the fund is Very High Risk.

    The minimum SIP amount for HDFC Focused 30 Fund (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.

    HDFC Focused 30 Fund (G) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to IISL Nifty 500 TR INR.

    HDFC Focused 30 Fund (G) is rated as a 3 fund in Equity and delivered 24.4% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with HDFC Focused 30 Fund (G).

    Frequently Asked Questions

    What is HDFC Focused 30 Fund (G)?

    HDFC Focused 30 Fund (G) is a Focused Equity scheme predominantly investing across Equity stocks with an investment objective to generate wealth over the long term.

    How to invest in HDFC Focused 30 Fund (G)?

    You can invest in HDFC Focused 30 Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

    What is the minimum sip amount of HDFC Focused 30 Fund (G)?

    The minimum sip amount for HDFC Focused 30 Fund (G) is ₹1000. You can invest in multiples of ₹5000.

    Is HDFC Focused 30 Fund (G) good to invest in?

    As per Scripbox experts, HDFC Focused 30 Fund (G) is a Neutral fund. You can investHDFC Focused 30 Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

    What is the expense ratio of the HDFC Focused 30 Fund (G)?

    The expense ratio of the HDFC Focused 30 Fund (G) is 2.3% for regular plan.