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 Type
Open-ended
Scheme Category
Focused Fund
Benchmark Type
S&P BSE 200
Scheme AUM (in Crs.)
₹ 469.27
Expense Ratio
1.99%
Scheme Class
Equity
AMC AUM (in Crs.)
₹ 342291
Min Subscription
₹ 5000
Min Addition Subscription
₹ 1000
Fund Info
| Scheme Type | Open-ended |
|---|---|
| Scheme Category | Focused Fund |
| Benchmark Type | S&P BSE 200 |
| Scheme AUM (in Crs.) | ₹ 469.27 |
| Expense Ratio | 1.99% |
| Scheme Class | Equity |
| AMC AUM (in Crs.) | ₹ 342291 |
| Min Subscription | ₹ 5000 |
| Min Addition Subscription | ₹ 1000 |
Performance
Comparison
Portfolio
AMC Details
Peer Comparison
Fund
Min SIP Inv.
Min Inv.
Returns 3Y
Fund Size(Cr.)
Top 10 Holdings
Company
Holding Type
Asset(%)
ICICI Bank Ltd
Equity
8
State Bank of India
Equity
8
HDFC Bank Ltd
Equity
8
Infosys Ltd
Equity
7
NTPC Ltd
Equity
7
ITC Ltd
Equity
6
Tata Steel Ltd
Equity
5
Vedanta Ltd
Equity
4
Bharat Petroleum Corp Ltd
Equity
4
Hindustan Petroleum Corp Ltd
Equity
4
Asset Allocation(%)
Equity
97
Cash
3
Cash - Collateral
0
Sector Allocation(%)
Sector
Percent
Banks - Regional - Asia
26
Utilities - Independent Power Producers
10
Utilities - Regulated Electric
7
Oil & Gas Refining & Marketing
7
Information Technology Services
7
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.
Launch Date
30 Jun 2000
Sponsor
NA
Email
cliser@hdfcfund.com
Phone
1800 3010 6767
Address
2nd Floor, H.T. Parekh Marg, 165-166, Backbay Reclamation, Churchgate, Mumbai - 400020
HDFC Mutual Fund
Quick Links
Calculate Returns
LUMPSUM
SIP
Investment Amount
₹10,000
Return Amount
₹4,185
Return Rate
6%
Duration
6y 0m
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Mutual Funds investments are subject to market risks, read all scheme related documents carefully.