- Mutual Funds
- HDFC Mutual Funds
- HDFC Focused 30 Fund (PIDCW-A)
Formerly HDFC Focused 30 DP
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 22.944
NAV (Apr 23)
Fund Returns
Last 1Y | 28.7% |
Last 3Y | 21.2% |
Last 5Y | 14.7% |
Last 10Y | 13.1% |
Since Inception | 15.4% |
6 Month CAGR | 12% |
Scheme Information
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 | 1.72 |
Launched (20y ago) | Sep 17, 2004 |
AUM in Crores | 10432.981 |
ISIN | INF179K01558 |
Lock-in | No Lock-in |
Benchmark | Nifty 500 TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 14.9 |
Standard Deviation (5yr) | 21 |
Beta (3yr) | 0.89 |
Beta (5yr) | 1.01 |
Sharpe Ratio (3yr) | 0.92 |
Sharpe Ratio (5yr) | 0.479 |
YTM | 0 |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| HDFC Focused 30 Fund (PIDCW-A) | 10,56,131 | 3,23,519 | 14.7% | |
| 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
treps - tri-party repo
12.4%icici bank ltd
9.3%hdfc bank ltd
9%axis bank ltd
6.3%cipla ltd
5.2%Allocation by Sector
financial services
37.6%healthcare
14.6%consumer cyclical
11.3%technology
6.6%industrials
5.5%Comparison with Equity Funds
| Fund Name | Fund Size | Outperformance Consistency |
|---|---|---|
₹ 14,075 cr | ||
₹ 17,313 cr | ||
₹ 21,475 cr | ||
₹ 41,281 cr | ||
₹ 60,559 cr |
About the AMC
HDFC Asset Management Company Limited
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
27.3% | 13% | ||
13.2% | 6.5% | ||
6% | 7.8% | ||
5.1% | 5.9% | ||
9.2% | 6.2% |
HDFC Focused 30 Fund (PIDCW-A) Review
HDFC Focused 30 Fund (PIDCW-A) is a Focused Equity fund and has delivered an annualised return of 15.4% over a period of 19 years. The fund was previously known as HDFC Focused 30 DP. The fund is managed by HDFC Asset Management Co Ltd. The fund managers are Dhruv Muchhal, Roshi Jain.
Nav of HDFC Focused 30 Fund (PIDCW-A) as of 4/23/2024 is ₹22.94 with the total AUM as of 4/24/2024 is ₹10432.981. With Scripbox you can compare and check the latest nav for all mutual funds in India. HDFC Focused 30 Fund (PIDCW-A) 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 (PIDCW-A) 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 (PIDCW-A) 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 TR INR.
HDFC Focused 30 Fund (PIDCW-A) is rated as a 4 fund in Equity and delivered 28.7% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with HDFC Focused 30 Fund (PIDCW-A).
Frequently Asked Questions
What is HDFC Focused 30 Fund (PIDCW-A)?
How to invest in HDFC Focused 30 Fund (PIDCW-A)?
You can invest in HDFC Focused 30 Fund (PIDCW-A) 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 (PIDCW-A)?
The minimum sip amount for HDFC Focused 30 Fund (PIDCW-A) is ₹1000. You can invest in multiples of ₹5000.
Is HDFC Focused 30 Fund (PIDCW-A) good to invest in?
As per Scripbox experts, HDFC Focused 30 Fund (PIDCW-A) is a Top Ranked fund. You can investHDFC Focused 30 Fund (PIDCW-A) 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 (PIDCW-A)?
The expense ratio of the HDFC Focused 30 Fund (PIDCW-A) is 1.72% for regular plan.