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  • HDFC Focused 30 Fund (Growth)

Formerly HDFC Core & Satellite Gr

HDFC Mutual Funds

HDFC Focused 30 Fund (Growth)

EquityFocused

153.973

NAV (Sep 22)

15.2%
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

Good

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

Outperformance Consistency

Good

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

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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

153.973

NAV (Sep 22)

Fund Returns

Last 1Y
19.2%
Last 3Y
32.7%
Last 5Y
15.2%
Last 10Y
16.6%
Since Inception
15.5%
6 Month CAGR
19%

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
1.81
Launched (19y ago)
Sep 17, 2004
AUM in Crores
6166.151
ISIN
INF179K01574
Lock-in
No Lock-in
Benchmark
IISL Nifty 500 TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
15.1
Standard Deviation (5yr)
20.5
Beta (3yr)
0.92
Beta (5yr)
0.98
Sharpe Ratio (3yr)
1.534
Sharpe Ratio (5yr)
0.486
YTM
0
Fund Managers

Priya Ranjan

Fund Manager

Roshi Jain

Fund Manager

Dhruv Muchhal

Fund Manager

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
HDFC Focused 30 Fund (Growth)70%10,70,098 3,37,48615.2%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 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 2023-09-22

Top Stock Holdings

treps - tri-party repo

11.2%
11.2%

hdfc bank ltd

9.3%
9.3%

icici bank ltd

9.3%
9.3%

cipla ltd shs dematerialised

5.6%
5.6%

ntpc ltd shs dematerialised

5%
5%
See all holdings

Allocation by Sector

financial services

33%
33%

technology

11.6%
11.6%

healthcare

10.8%
10.8%

industrials

6.9%
6.9%

consumer cyclical

6.7%
6.7%
See all sectors

Comparison with Equity Funds

Fund NameFund SizeOutperformance Consistency
Mirae Asset Tax Saver Fund (G)
Mirae Asset Tax Saver Fund (G)

₹ 17,630 cr

₹ 11,197 cr

₹ 11,862 cr

₹ 10,089 cr

₹ 9,392 cr

About the AMC

HDFC Asset Management Company Limited

HDFC Asset Management Co Ltd manages assets worth 564,815 crores and was set up on 3 July 2000. It's current offering of mutual fund schemes includes 38 equity,121 debt and 23 hybrid funds.amc-img
1800 3010 6767/ 1800 419 7676 (Toll-free)
cliser@hdfcfund.com
Fund NameScripbox Opinion
Till Date CAGR

31.6%

12.5%

3.5%

5.2%

5.8%

7.8%

4.4%

5.8%

6.4%

5.9%

HDFC Focused 30 Fund (G) Review

HDFC Focused 30 Fund (G) is a Focused Equity fund and has delivered an annualised return of 15.5% over a period of 19 years. The fund was previously known as HDFC Core & Satellite Gr. The fund is managed by HDFC Asset Management Co Ltd. The fund managers are Dhruv Muchhal, Priya Ranjan, Roshi Jain.

Nav of HDFC Focused 30 Fund (G) as of 9/22/2023 is ₹153.97 with the total AUM as of 9/23/2023 is ₹6166.151. 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 19.2% 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 instruments 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 1.81% for regular plan.