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  • HDFC Focused 30 Fund (PIDCW-A)

Formerly HDFC Focused 30 DP

HDFC Mutual Funds

HDFC Focused 30 Fund (PIDCW-A)

EquityFocused
Top Ranked

25.209

NAV (Jun 20)

16.4%
5 Year CAGR
Scripbox Opinion
Top Ranked
These are the top-ranked funds within focused mutual funds.

Our analysis of this fundLearn how we rate funds ->

Fund Size

Category Leader

The fund has been a Category Leader on the Fund Size metric

Outperformance Consistency

Category Leader

The fund has been a Category Leader on the Outperformance Consistency metric

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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

25.209

NAV (Jun 20)

Fund Returns

Last 1Y
44.1%
Last 3Y
29%
Last 5Y
21.2%
Last 10Y
14.5%
Since Inception
16.6%
6 Month CAGR
22%

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
1.71
Launched (20y ago)
Sep 17, 2004
AUM in Crores
11945.937
ISIN
INF179K01558
Lock-in
No Lock-in
Benchmark
Nifty 500 TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
14.4
Standard Deviation (5yr)
21
Beta (3yr)
0.86
Beta (5yr)
1.01
Sharpe Ratio (3yr)
0.886
Sharpe Ratio (5yr)
0.518
YTM
0
Fund Managers

Roshi Jain

Fund Manager

Dhruv Muchhal

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
HDFC Focused 30 Fund (PIDCW-A)70%11,04,581 3,71,96916.4%
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 2024-06-20

Top Stock Holdings

hdfc bank ltd

9.6%
9.6%

treps - tri-party repo

9.4%
9.4%

icici bank ltd

9.4%
9.4%

axis bank ltd

7.8%
7.8%

cipla ltd

4.8%
4.8%
See all holdings

Allocation by Sector

financial services

39.7%
39.7%

healthcare

13.2%
13.2%

consumer cyclical

10.2%
10.2%

technology

9.3%
9.3%

industrials

5.6%
5.6%
See all sectors

Comparison with Equity Funds

Fund NameFund SizeOutperformance Consistency
HDFC Large and Mid Cap Fund (G)
HDFC Large and Mid Cap Fund (G)

₹ 19,454 cr

₹ 15,161 cr

₹ 22,620 cr

₹ 42,669 cr

₹ 63,933 cr

amc-img

About the AMC

HDFC Asset Management Company Limited

HDFC Asset Management Co Ltd manages assets worth 702,703 crores and was set up on 3 July 2000. It's current offering of mutual fund schemes includes 62 equity,190 debt and 30 hybrid funds.amc-img
phone-img1800 3010 6767/ 1800 419 7676 (Toll-free)
Fund NameScripbox Opinion
Till Date CAGR

13.7%

6.4%

26.1%

13.3%

6.1%

7.8%

5.3%

5.9%

6.5%

6%

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 15.8% 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 6/20/2024 is ₹25.21 with the total AUM as of 6/21/2024 is ₹11945.937. 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 30.7% 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)?

HDFC Focused 30 Fund (PIDCW-A) 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 (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 1.71% for regular plan.