HDFC Focused 30 Fund - Direct Plan

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.

Suitability

This product is suitable for investors who are seeking

• capital appreciation over long term.

• investment primarily in equity and equity related instruments of companies whose shares are quoting at prices below their true value.

Fund Info

Scheme Class	Equity
Scheme Category	Focused Fund
Benchmark Type	S&P BSE 200
Expense Ratio	1.8%
Min subscription	₹ 5,000

Scheme Type	Open-ended
Scheme AUM (in Crs.)	₹ 454
AMC AUM (in Crs.)	₹ 3,42,291
Min Addition Subscription	₹ 1,000

Building Graph

Peer Comparison

Fund	Min SIP Inv.	Min Inv.	Returns 3Y
IDFC Focused Equity Fund - Direct Plan	1000	1000	14.46%
Axis Focused 25 Fund - Direct Plan	100	100	20.22%
Motilal Oswal Focused 25 Fund - Direct Plan	1000	1000	14.38%

Top 10 Holdings

Company	Holding Type	Asset(%)
ICICI Bank Ltd	Equity	9
Infosys Ltd	Equity	8
State Bank of India	Equity	7
NTPC Ltd	Equity	7
HDFC Bank Ltd	Equity	7
Larsen & Toubro Ltd	Equity	6
ITC Ltd	Equity	5
Bharat Petroleum Corp Ltd	Equity	5
Power Grid Corp Of India Ltd	Equity	4
Hindustan Petroleum Corp Ltd	Equity	3

Asset Allocation(%)

Asset	Percent
Equity	98
Cash	2
Cash - Collateral	0

Sector Allocation(%)

Sector	Percent
Banks - Regional - Asia	25
Engineering & Construction	13
Oil & Gas Refining & Marketing	11
Utilities - Independent Power Producers	9
Information Technology Services	8

HDFC Mutual Fund

AUM

₹3,42,291 Cr

About

Launched in December 1999, HDFC Asset Management Company Ltd. is among the most popular fund houses in India. The company offers an extensive range of mutual funds and is home to some of the most trustworthy fund managers who ensure that your hard-earned money is invested in the right schemes. Whether you seek growth funds, income funds, or even retirement funds, HDFC AMC Ltd. has it all.##HDFC Mutual Fund has left no stone unturned to cater to investors from all walks of life. Be it any financial goal – long-term, short-term, retirement, tax-saving and so on – HDFC has that plan for you.

cliser@hdfcfund.com

Phone

1800 3010 6767

Address

2nd Floor, H.T. Parekh Marg, 165-166, Backbay Reclamation, Churchgate, Mumbai - 400020

Calculate Returns

Investment Amount

Expected Annual Return Rate(%)

Investment Duration

Years

Months

Investment Amount

₹ 10000

Return Amount

₹ 4185

Return Rate

6 %

Duration

6y 0m

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