Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 years₹ 217.34
NAV (Oct 28)
Last 1Y | 43.1% |
Last 3Y | 23.4% |
Last 5Y | 23.4% |
Last 10Y | 14.4% |
Since Inception | 16.5% |
6 Month CAGR | 14.3% |
The scheme seeks to generate long term capital appreciation/income by investing in equity & equity related instruments of up to 30 companies.
Expense Ratio | 1.67% |
Launched 20Y ago | 2004-09-17 |
AUM in Crores | 15109 |
ISIN | INF179K01574 |
Lock-in (days) | No Lock-in |
Benchmark | NIFTY 500 Total Return Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | - |
Standard Deviation | 11.6 |
Beta | 0.8 |
Sharpe Ratio | 1.7 |
YTM | - |
of
for
with step up of
Asset | Returns | Total Corpus | Gains | CAGR |
---|---|---|---|---|
HDFC Focused 30 Fund (G) | 13,37,318 | 6,04,706 | 23.4% | |
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.
Others
10.79%ICICI Bank Ltd.
9.4%HDFC Bank Ltd.
9.25%Axis Bank Ltd.
8.45%HCL Technologies Ltd.
4.76%Financial
34.93%Healthcare
12.21%Automobile
11.87%Technology
7.14%Insurance
4.39%Fund Name | Fund Size | |
---|---|---|
₹ 26,417 cr | ||
₹ 24,508 cr | ||
₹ 66,206 cr | ||
₹ 17,770 cr | ||
₹ 51,197 cr |
HDFC Mutual Fund
Fund Name | Scripbox Opinion | Till Date CAGR | |
---|---|---|---|
16.2% | 6.9% | ||
5.7% | 5.9% | ||
20.2% | 13.1% | ||
6.5% | 7.8% | ||
6.1% | 8.1% |
HDFC Focused 30 Fund Regular Plan Growth is a Focused Equity fund and has delivered an annualised return of 16.53% 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 10/28/2024 is ₹217.34 with the total AUM as of 10/29/2024 is ₹15109.01. 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 43.14% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with HDFC Focused 30 Fund.
What is HDFC Focused 30 Fund?
How to invest in HDFC Focused 30 Fund?
You can invest in HDFC Focused 30 Fund Regular Plan 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?
The minimum sip amount for HDFC Focused 30 Fund Regular Plan is ₹1000. You can invest in multiples of ₹5000.
Is HDFC Focused 30 Fund Regular Plan good to invest in?
According to Scripbox opinion, it is a 4-star fund. You can invest in this fund if its investment objective and risk level align with your goals and risk preferences.
What is the expense ratio of the HDFC Focused 30 Fund Regular Plan Growth?
The expense ratio of the HDFC Focused 30 Fund Regular Growth is 1.67% for regular plan.
What is the NAV of HDFC Focused 30 Fund?
Today's HDFC Focused 30 Fund Regular Growth NAV is ₹217.34.