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HDFC Focused 30 Fund - GROWTH

(Erstwhile HDFC Core and Satellite Fund - Growth)

Category: Equity: Focused
Launch Date: 17-09-2004
Asset Class: Equity
Benchmark: Nifty 500 TRI
Expense Ratio: 2.44% As on (31-05-2018)
Status: Open Ended Schemes(Equity Scheme - Focussed Fund) for subscription
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 502.28 Cr As on (30-06-2018)
Turn over: 25.64%
NAV as on 17-07-2018

74.984

0.63 (0.8428%)

CAGR Since Inception

15.67%

Nifty 500 TRI 17.1%

PERFORMANCE of HDFC Focused 30 Fund - GROWTH

Scheme Performance (%)

Data as on - 17-07-2018

Yearly Performance (%)

Fund Managers

Mr. Vinay R Kulkarni, Mr. Rakesh Vyas

Mr. Kulkarni is a B.Tech from IIT, Mumbai and PGDM from IIT Bangalore. Prior to joining HDFC Mutual Fund he has worked with Tata AMC, Deutsche Mutual Fund, UTI Mutual Fund and Patni Computer Systems Ltd.

Investment Objective

The scheme aims to generate capital appreciation through equity investment in companies whose shares are quoting at prices below their true value. It will invest in Core group and Satellite group of companies. The 'Core' Group will comprise of well established and predominantly large cap companies whereas the 'satellite' group will comprise of predominantly small-mid cap companies that offer higher potenial returns but at the same time carry higher risk.

RETURNS CALCULATOR for HDFC Focused 30 Fund - GROWTH

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Riskometer

riskometer

Key Performance and Risk Statistics of HDFC Focused 30 Fund - GROWTH

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
HDFC Focused 30 Fund - GROWTH 17.57 0.093 6.17 1.132 - -
Equity: Focused - - - - - -

PEER COMPARISION of HDFC Focused 30 Fund - GROWTH

Period
Data as on - 17-07-2018
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
HDFC Focused 30 Fund - GROWTH 17-09-2004 -3.4 9.26 6.76 17.81 13.32
Axis Focused 25 Fund - Growth Option 29-06-2012 20.23 23.39 15.33 19.59 0.0
SBI FOCUSED EQUITY FUND - REGULAR PLAN -GROWTH 11-10-2004 12.92 15.23 13.11 19.97 18.27
Sundaram Select Focus-Inst Growth 15-04-2008 12.74 17.59 10.49 15.53 10.44
Sundaram Select Focus-Growth 30-07-2002 10.94 16.42 9.68 14.83 9.82
JM Core 11 Fund - Growth option 05-03-2008 9.54 17.74 13.45 20.99 3.28
MOF25- Regular Plan Growth Option 13-05-2013 8.05 16.01 8.77 17.71 0.0
IDFC Focused Equity Fund-Regular Plan-Growth 16-03-2006 7.6 20.36 11.2 15.2 12.1
ICICI Prudential Focused Equity Fund - Growth 28-05-2009 6.69 9.12 8.0 14.73 0.0
Principal Focused Multicap Fund-Growth Option 11-11-2005 6.34 13.15 9.08 16.86 14.08

PORTFOLIO ANALYSIS of HDFC Focused 30 Fund - GROWTH

Asset Allocation (%)

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