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Compare Sundaram Focused Fund vs HDFC Focused 30 Fund
Fund Comparison
Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
Fund Details
Risk | Very High | Very High |
Rating | 3.0 | 5.0 |
Min SIP Amount | ₹100 | ₹100 |
Expense Ratio | 2.29 | 1.68 |
NAV | ₹150.48 | ₹208.25 |
Fund Started | 23 Sep 2005 | 20 Aug 2004 |
Fund Size | ₹1062.46 Cr | ₹15687.54 Cr |
Exit Load | Exit load of 0.25% if redeemed within 7 days. | Exit load of 1% if redeemed within 1 year |
Risk
Very High
Very High
Rating
3.0
5.0
Min SIP Amount
₹100
₹100
Expense Ratio
2.29
1.68
NAV
₹150.48
₹208.25
Fund Started
23 Sep 2005
20 Aug 2004
Fund Size
₹1062.46 Cr
₹15687.54 Cr
Exit Load
Exit load of 0.25% if redeemed within 7 days.
Exit load of 1% if redeemed within 1 year
Returns
1 Year | 7.80% | 13.55% |
3 Year | 11.81% | 22.34% |
5 Year | 15.85% | 22.30% |
1 Year
7.80%
13.55%
3 Year
11.81%
22.34%
5 Year
15.85%
22.30%
Holding Analysis
Equity | 96.59% | 83.94% |
Cash | 3.41% | 15.74% |
Equity
96.59%
83.94%
Cash
3.41%
15.74%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
HDFC Bank Ltd. | 8.79% |
ICICI Bank Ltd. | 7.22% |
Infosys Ltd. | 5.66% |
Bharti Airtel Ltd. | 5.28% |
Reliance Industries Ltd. | 5.24% |
Axis Bank Ltd. | 4.39% |
Zomato Ltd. | 4.38% |
State Bank of India | 4.35% |
ICICI Lombard General Insurance Company Ltd. | 4.28% |
Dr. Reddy's Laboratories Ltd. | 4.22% |
Name | Assets |
|---|---|
ICICI Bank Ltd. | 9.18% |
HDFC Bank Ltd. | 8.88% |
Axis Bank Ltd. | 8.49% |
Maruti Suzuki India Ltd. | 4.90% |
SBI Life Insurance Company Ltd. | 4.26% |
Kotak Mahindra Bank Ltd. | 4.24% |
Cipla Ltd. | 3.96% |
Bharti Airtel Ltd. | 3.63% |
HCL Technologies Ltd. | 3.41% |
Piramal Pharma Ltd. | 3.12% |
Fund Manager
Name | Ashwin Jain | Dhruv Muchhal |
Start Date | 21 Oct 2024 | 14 Sep 2023 |
Name
Ashwin Jain
Dhruv Muchhal
Start Date
21 Oct 2024
14 Sep 2023
About Fund
Description | The Scheme proposes to invest in equity and equity related securities. The portfolio will have no more than 30 stocks. | 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 Sep 2005 | 20 Aug 2004 |
Description
The Scheme proposes to invest in equity and equity related securities. The portfolio will have no more than 30 stocks.
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 Sep 2005
20 Aug 2004
