- Mutual Funds
- HDFC Mutual Fund
- HDFC Focused 30 Fund Regular Growth
HDFC Focused 30 Fund Regular Growth Calculator
Investment Duration5 years
7,32,612
Total Investment8,94,791
Wealth Gained16,27,403
Total Corpus Created (₹)
With CAGR of 30.359 % in 5 yearsHistorical NAV
₹ 221.17
NAV (Apr 29)
Fund Returns
Last 1Y | 15.6% |
Last 3Y | 23.6% |
Last 5Y | 30.4% |
Last 10Y | 14.5% |
Since Inception | 16.2% |
6 Month CAGR | 1.2% |
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 | 1.68 % |
Launched 20Y ago | 2004-09-17 |
AUM in Crores | 17227 |
ISIN | INF179K01574 |
Lock-in (days) | No Lock-in |
Benchmark | NIFTY 500 Total Return Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation | 11.2 |
Beta | 0.8 |
Sharpe Ratio | 1.3 |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| HDFC Focused 30 Fund (G) | 16,27,403 | 8,94,791 | 30.4% | |
| 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
35.36%Automobile
14.45%Healthcare
9.82%Services
6.97%Technology
4.58%
Comparison with Equity Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 23,379 cr | ||
₹ 64,962 cr | ||
₹ 27,730 cr | ||
₹ 16,217 cr | ||
₹ 49,131 cr |
About the AMC
HDFC Mutual Fund
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
6.2% | 5.9% | ||
19.9% | 12.8% | ||
7.6% | 7.8% | ||
20.9% | 8.2% | ||
23.6% | 16.2% |
HDFC Focused 30 Fund Regular Growth Calculator
Investment Duration5 years
7,32,612
Total Investment8,94,791
Wealth Gained16,27,403
Total Corpus Created (₹)
With CAGR of 30.359 % in 5 yearsHDFC Focused 30 Fund Regular Plan Growth Review
HDFC Focused 30 Fund Regular Plan Growth is a Focused Equity fund and has delivered an annualised return of 16.2% over 20 years. The fund has grown over a period of 20 years. The fund is managed by HDFC Mutual Fund. The fund managers are Dhruv Muchhal, Roshi Jain.
Nav of HDFC Focused 30 Fund as of 4/29/2025 is ₹221.17 with the total AUM as of 4/30/2025 is ₹17226.97. With Scripbox you can compare and check the latest nav for all mutual funds in India. HDFC Focused 30 Fund was launched on 2004-09-17. The category risk of the fund is Very High.
The minimum SIP amount for HDFC Focused 30 Fund Regular Plan Growth 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 Regular Growth 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 NIFTY 500 Total Return Index.
Scripbox has rated it 4 stars, indicating it's a top ranking fund in the Equity category and delivered 15.58% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with HDFC Focused 30 Fund.