HDFC Focused Fund Growth
Empty
1–7 yearsInvestment Horizon
HNI,MATarget Segments
Empty
Hdfc Focused 30 Fund Growth invests in high-quality Indian companies with strong fundamentals.
Performance and Risk Analysis
Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.
Fund Performance
4.6% AnnuallyAlpha
+11.5% vs +9.5% benchmarkSince Inception
+13.7% vs +5.7% benchmark3Y Annualized
+14.1% vs +4.7% benchmark5Y Annualized
HDFC Focused Fund Growth
Benchmark Index
Benchmark Performance Comparison
HDFC Focused 30 Fund
NIFTY 50
Given the product’s limited performance history, the assessment considers the fund house’s track record and the historical performance of comparable strategies managed by the same fund house, which follow similar investment approaches. Such comparisons provide historical context only and do not represent the performance of the new product or indicate its future returns.
Risk Profile
Standard Deviation10.8%
Sharpe Ratio0.41
Beta0.66
Strategy Details
A closer look at the investment thesis, portfolio construction, and current holdings.
Portfolio Holdings Overview
SectoralAllocation
Geographic Allocation
Domestic100%
Top Stock Holdings
CompanySectorAllocation
Treps - Tri-Party RepoUtilities13.36%
ICICI Bank LtdFinancial Services9.23%
HDFC Bank LtdFinancial Services8.74%
Axis Bank LtdFinancial Services8.40%
Kotak Mahindra Bank LtdFinancial Services4.24%
SBI Life Insurance Co LtdFinancial Services4.17%
State Bank of IndiaFinancial Services4.01%
Maruti Suzuki India LtdConsumers3.93%
HCL Technologies LtdTechnology3.79%
Cipla LtdServices3.74%
Operational & Regulatory Details
What it costs to invest, transaction mechanics, and regulatory disclosures you should know.
Costs and Fees
Total Expense Ratio (TER)1.66%
Exit Load1
Regulatory & Tax Information
INF179K01574
ISINDailyDealing Frequency
BSE 500 India TR INRBenchmark
LTCG | >1Year 12.5%% on gain above 1.25 Lakh
STCG | <1Year 20%%
Tax Implications (India)