- Mutual Funds
- HDFC Mutual Funds
- HDFC Focused 30 Fund (RIDCW-A)
Formerly HDFC Focused 30 DR
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.
Scripbox Recommended Equity Funds
Want the focused equity funds that are right for your long term equity investment needs?
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Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical 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
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
Returns Calculator Comparison
of
for
with step up of
| Instrument | Returns | Total Corpus | Gains | Annualised % |
|---|---|---|---|---|
| Mutual Fund | 965,796 | 233,184 | 11.25% | |
| EPF | 900,761 | 168,149 | 8.50% | |
| Property | 867,662 | 135,050 | 7.00% | |
| PPF | 869,819 | 137,207 | 7.10% | |
| Bank FD | 846,471 | 113,859 | 6.00% | |
| Gold | 846,471 | 113,859 | 6.00% | |
| Savings Bank | 825,950 | 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
icici bank ltd
8.7%hdfc bank ltd
8.6%state bank of india
6.1%treps - tri-party repo
5.8%infosys ltd
5%Allocation by Sector
financial services
33%industrials
14.2%technology
10%consumer cyclical
9.2%healthcare
8.2%Comparison with Equity Funds
| Fund Name | Fund Size | Outperformance Consistency |
|---|---|---|
₹ 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.
| Fund Name | Scripbox 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 Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHDFC 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)?
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.