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.)
₹ 425.79
Expense Ratio
1.91%
Scheme Class
Equity
AMC AUM (in Crs.)
₹ 334964
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.) | ₹ 425.79 |
| Expense Ratio | 1.91% |
| Scheme Class | Equity |
| AMC AUM (in Crs.) | ₹ 334964 |
| Min Subscription | ₹ 5000 |
| Min Addition Subscription | ₹ 1000 |
Performance
Comparison
Portfolio
Peer Comparison
Fund
Min SIP Inv.
Min Inv.
Returns 3Y
Fund Size(Cr.)
Top 10 Holdings
Company
Holding Type
Asset(%)
Infosys Ltd.
Equity
9.25
Cipla Ltd.
Equity
8.59
HDFC Bank Ltd.
Equity
8.19
Larsen & Toubro Ltd.
Equity
7.62
National Thermal Power Corp. Ltd.
Equity
6.65
ICICI Bank Ltd.
Equity
5.19
State Bank of India
Equity
5.17
NHPC Ltd.
Equity
3.90
Tata Motors DVR
Equity
3.50
Titagarh Wagons Ltd.
Equity
3.30
Sector Allocation(%)
Sector
Percent
Technology
9.25
Healthcare
8.59
Financial
21.63
Energy
13.46
Construction
10.71
Quick Links
Calculate Returns
LUMPSUM
SIP
Investment Amount
₹10,000
Return Amount
₹4,185
Return Rate
6%
Duration
6y 0m
Get the mobile app on your iOS/Android Device
Mutual Fund House
SBI Mutual Fund
L&T Mutual Fund
Axis Mutual Fund
UTI Mutual Fund
LIC Mutual Fund
TATA Mutual Fund
IDFC Mutual Fund
PPFAS Mutual Fund
IDBI Mutual Fund
Quantum Mutual Fund
HDFC Mutual Fund
Invesco Mutual Fund
Union Mutual Fund
HSBC Mutual Fund
Kotak Mutual Fund
Mirae Asset Mutual Fund
Essel Finance Mutual Fund
Franklin Mutual Fund
Mutual Funds investments are subject to market risks, read all scheme related documents carefully.