• Mutual Funds
  • HDFC Mutual Funds
  • HDFC Focused 30 Fund (RIDCW-A)

Formerly HDFC Focused 30 DR

HDFC Mutual Funds

HDFC Focused 30 Fund (RIDCW-A)

EquityFocused

18.205

NAV (Aug 05)

8.8%
5 Year CAGR
Scripbox Opinion
Not Recommended
Click here for top ranked funds in focused mutual funds.

However, Scripbox does not recommend investing in focused mutual funds.

Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.

Our analysis of this fundLearn how we rate funds ->

Fund Size

₹ 1,526 Cr

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

Outperformance Consistency

Poor

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

View all 7 analysis

View Less

Invest in this fund

Scripbox Recommended Equity Funds

Want the focused equity funds that are right for your long term equity investment needs?

Learn more

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

18.205

NAV (Aug 5)

Fund Returns

Last 1Y

18.3%

Last 3Y

18.8%

Last 5Y

8.8%

Last 10Y

13.2%

Since Inception

15.5%

6 Month CAGR

4.8%

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

2.3

Launched (18y ago)

Sep 17, 2004

AUM in Crores

1526.327

ISIN

INF179K01566

Lock-in

No Lock-in

Benchmark

IISL Nifty 500 TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Fund Managers

Sankalp Baid

Fund Manager

Roshi Jain

Fund Manager

Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%965,796 233,18411.25%
EPF70% 900,761 168,1498.50%
Property70% 867,662 135,0507.00%
PPF70% 869,819 137,2077.10%
Bank FD70% 846,471 113,8596.00%
Gold70% 846,471 113,8596.00%
Savings Bank70% 825,950 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 2022-08-05

Top Stock Holdings

icici bank ltd

8.7%
8.7%

hdfc bank ltd

8.6%
8.6%

state bank of india

6.1%
6.1%

treps - tri-party repo

5.8%
5.8%

infosys ltd

5%
5%
See all holdings

Allocation by Sector

financial services

33%
33%

industrials

14.2%
14.2%

technology

10%
10%

consumer cyclical

9.2%
9.2%

healthcare

8.2%
8.2%
See all sectors

Comparison with Equity Funds

Fund NameFund SizeOutperformance Consistency
Nippon India Value Fund (G)
Nippon India Value Fund (G)

₹ 4,100 cr

₹ 12,768 cr

₹ 12,768 cr

₹ 4,100 cr

₹ 4,100 cr

About the AMC

HDFC Asset Management Company Limited

HDFC Asset Management Company Limited manages assets worth 448,369 crores and was set up on 3 July 2000. It's current offering of mutual fund schemes includes 38 equity,111 debt and 32 hybrid funds.

amc-img

  • 1800 3010 6767/ 1800 419 7676 (Toll-free)
  • cliser@hdfcfund.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    12.1%

    4.6%

    6.1%

    7.8%

    3.5%

    5.8%

    5.6%

    5.7%

    5.5%

    5.4%

    Investment Calculator

    Investment Duration5 years

    0

    Total Investment

    0

    Wealth Gained

    0

    Total Corpus Created (₹)

    With CAGR of 11.25 % in 5 years

    HDFC Focused 30 Fund (RIDCW-A) Review

    HDFC Focused 30 Fund (RIDCW-A) is a Focused Equity fund and has delivered an annualised return of 15.5% over a period of 17 years. The fund was previously known as HDFC Focused 30 DR. The fund is managed by HDFC Asset Management Company Limited. The fund managers are Roshi Jain, Sankalp Baid.

    Nav of HDFC Focused 30 Fund (RIDCW-A) as of 8/5/2022 is ₹18.20 with the total AUM as of 8/6/2022 is ₹1526.327. With Scripbox you can compare and check the latest nav for all mutual funds in India. HDFC Focused 30 Fund (RIDCW-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 (RIDCW-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 (RIDCW-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 IISL Nifty 500 TR INR.

    HDFC Focused 30 Fund (RIDCW-A) is rated as a 1 fund in Equity and delivered 18.3% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with HDFC Focused 30 Fund (RIDCW-A).

    Frequently Asked Questions

    What is HDFC Focused 30 Fund (RIDCW-A)?

    HDFC Focused 30 Fund (RIDCW-A) is a Focused Equity scheme predominantly investing across Equity stocks with an investment objective to generate wealth over the long term.

    How to invest in HDFC Focused 30 Fund (RIDCW-A)?

    You can invest in HDFC Focused 30 Fund (RIDCW-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 (RIDCW-A)?

    The minimum sip amount for HDFC Focused 30 Fund (RIDCW-A) is ₹1000. You can invest in multiples of ₹5000.

    Is HDFC Focused 30 Fund (RIDCW-A) good to invest in?

    As per Scripbox experts, HDFC Focused 30 Fund (RIDCW-A) is a Not Recommended fund. You can investHDFC Focused 30 Fund (RIDCW-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 (RIDCW-A)?

    The expense ratio of the HDFC Focused 30 Fund (RIDCW-A) is 2.3% for regular plan.