you are here:

HDFC Focused 30 Fund - Growth

  • Regular
  • Direct
Category : Focused Fund
Fund House : HDFC Mutual Fund
  • Latest (Updated on 31st Mar 2021)
    Crisil Rank
  • (Updated on 31st Dec 2020)
    Crisil Rank
  • (Updated on 30th Sep 2020)
    Crisil Rank
  • (Updated on 30th Jun 2020)
    Crisil Rank
  • (Updated on 31st Mar 2020)
    Crisil Rank
Should you invest in this fund? - Fund has consistently performed relatively week in the Focused Fund since last 5 quarters. Existing investors can consider switching/changing their investments from this fund.

Returns (NAV as on 26th July, 2021)

Period Invested for ₹10000 Invested on Latest Value Absolute Returns Annualised Returns Category Avg Rank within Category
1 Week 19-Jul-21 10049.70 0.50% - 0.83% 19/26
1 Month 25-Jun-21 10272.80 2.73% - 2.00% 8/26
3 Month 26-Apr-21 11520.60 15.21% - 13.05% 5/25
6 Month 25-Jan-21 12237.00 22.37% - 17.24% 5/25
YTD 01-Jan-21 12375.40 23.75% - 19.78% 6/25
1 Year 24-Jul-20 14912.40 49.12% 48.80% 48.49% 11/23
2 Year 26-Jul-19 13365.70 33.66% 15.59% 22.39% 19/20
3 Year 26-Jul-18 13164.90 31.65% 9.59% 13.29% 15/17
5 Year 26-Jul-16 15820.00 58.20% 9.60% 13.89% 15/15
10 Year 26-Jul-11 24946.50 149.47% 9.56% 13.27% 12/12
Since Inception 17-Sep-04 100517.00 905.17% 14.66% 17.77% 14/25

SIP Returns (NAV as on 26th July, 2021)

Period Invested for ₹1000 SIP Started on Investments Latest Value Absolute Returns Annualised Returns
1 Year 24-Jul-20 12000 15330.04 27.75 % 55.24 %
2 Year 26-Jul-19 24000 33088.35 37.87 % 34.32 %
3 Year 26-Jul-18 36000 49108.76 36.41 % 21.24 %
5 Year 26-Jul-16 60000 82090.55 36.82 % 12.49 %
10 Year 26-Jul-11 120000 223198.25 86 % 11.93 %

Compare performance

Category 1 D 1 M 3 M 6 M YTD 1 Y 2 Y 3 Y 5 Y
This Fund -0.14% 2.73% 15.21% 22.37% 24.35% 48.80% 15.59% 9.59% 9.60%
Nifty 50 -0.20% -0.23% 9.25% 11.14% 13.18% 41.10% 18.39% 12.31% 12.99%
Benchmark: Nifty 500 TRI -0.09% 1.15% 12.43% 17.22% 19.53% 51.77% 23.25% 14.20% 14.80%
Category Average 0.04% 2.00% 13.05% 17.24% 19.78% 48.49% 22.39% 13.29% 13.89%
Category Rank 20/24 8/26 5/25 5/25 6/25 11/23 19/20 15/17 15/15
Best in Category 0.52% 4.61% 17.09% 25.98% 29.63% 65.95% 31.57% 22.94% 18.26%
Worst in Category -0.30% -0.95% 7.85% 6.50% 6.40% 36.18% 11.43% 4.69% 9.60%

Best Quarters

Period This Fund Nifty 50 Nifty 500 TRI Category Average
Q2 - 2014 33.50% 13.25% 17.99% 21.73%
Q2 - 2020 22.96% 24.82% 25.33% 18.91%
Q4 - 2020 22.32% 22.46% 21.74% 19.34%

Worst Quarters

Period This Fund Nifty 50 Nifty 500 TRI Category Average
Q1 - 2020 -31.95% -29.43% -29.24% -26.25%
Q1 - 2018 -10.74% -2.14% -4.36% -6.95%
Q1 - 2020 -31.64% -29.43% -29.24% -26.25%

Forum

+ See More