Compare SBI Focused Equity Fund vs HDFC Focused 30 Fund
Fund Details
Risk | Very High | Very High |
Rating | 2.0 | 5.0 |
Min SIP Amount | ₹500 | ₹100 |
Expense Ratio | 1.57 | 1.68 |
NAV | ₹323.91 | ₹213.34 |
Fund Started | 23 Aug 2004 | 20 Aug 2004 |
Fund Size | ₹34940.52 Cr | ₹14968.50 Cr |
Exit Load | Exit load of 1% if redeemed within 1 year | Exit load of 1% if redeemed within 1 year |
Returns
1 Year | 22.30% | 36.64% |
3 Year | 7.62% | 21.92% |
5 Year | 16.84% | 22.45% |
Holding Analysis
Equity | 92.09% | 83.71% |
Cash | 6.87% | 15.95% |
Top Holdings
Top 10 Holdings |
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Fund Manager
Name | Rama Iyer Srinivasan | Dhruv Muchhal |
Start Date | 08 Sep 2020 | 14 Sep 2023 |
About Fund
Description | The scheme seeks to provide the investor with the opportunity of long-term capital appreciation by investing in a concentrated portfolio of equity and equity related securities. | The scheme seeks to generate long term capital appreciation/income by investing in equity & equity related instruments of up to 30 companies. |
Launch Date | 23 Aug 2004 | 20 Aug 2004 |
