HDFC Focused 30 Fund Direct Plan Growth

Equity
Focused
Very High Risk
31.63%
3Y annualised
+0.66% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 01 Dec 2023₹182.31
Min. SIP amount₹100
Rating4
Fund size₹6,941.66Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Returns and rankings

Category: Equity Focused
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns20.3%31.6%19.0%14.8%
Category average16.1%18.9%15.2%NA
Rank with in category1415NA
Understand terms

Holdings (29)

NameSectorInstrumentAssets
FinancialEquity9.3%
FinancialEquity9.3%
HealthcareEquity5.2%
EnergyEquity5.1%
TechnologyEquity4.5%
InsuranceEquity4.1%
FinancialEquity4.1%
HealthcareEquity4.0%
CommunicationEquity3.8%
FinancialEquity3.5%
See All

Expense ratio, exit load and tax

Expense ratio: 0.50%

Inclusive of GST

Exit load

Exit load of 1% if redeemed within 1 year

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investment₹100
Min. for 2nd investment onwards₹100
Min. for SIP₹100

Fund management

Roshi Jain
Jan 2022 - Present
View details

Education
Ms. Jain is a CFA, ACA and PGDM.
Experience
Prior to joining HDFC Asset Management Company Limited, she has worked with Franklin Templeton Investments, Goldman Sachs, London, Goldman Sachs, Singapore, Wipro Ltd. and S. R. Batliboi & Co.
Also manages these schemes

Dhruv Muchhal
Jun 2023 - Present
View details

Also manages these schemes

Fund house & investment objective

Fund house contact details

Address
"HDFC House", 2nd Floor,H. T. Parekh Marg, 165-166, BackbayReclamation, Churchgate Mumbai 400020
Phone
NA
Launch Date
10 Dec 1999
E-mail
NA
HDFC Mutual Fund
Asset Management Company
Custodian
NA
Registrar & Transfer Agent
Cams
Address
7th Floor, Tower II, Rayala Towers, 158, Anna Salai,

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