HDFC Focused 30 Fund Direct Plan-Growth is a Focused mutual fund scheme offered by HDFC Mutual Fund. This fund has been in operation for 11 years, having been founded on January 1, 2013. HDFC Focused 30 Fund Direct Plan-Growth has ₹13,137 Crores in assets under management (AUM), making it a medium-sized fund within its category. The fund’s cost ratio is 0.51%, which is lower than what most other Focused funds charge.
The majority of the fund’s money is invested in the financial, healthcare, technology, automotive, and construction industries. It has less exposure to the financial and healthcare industries than other funds in the category.
HDFC Focused 30 Fund Direct Plan Growth Performance
HDFC Focused 30 Fund Direct Plan-Growth returns for the last 1-year were 46.54%. Since its launch, it has generated an average yearly return of 16.65%. Every three years, the fund’s investment doubles.
The HDFC Focused 30 Fund Direct Plan-Growth scheme has a better track record of delivering consistent returns than other funds in its category.
HDFC Focused 30 Fund Direct Plan Growth Returns
| Period | This fund | Category average |
|---|---|---|
| 1 month | 4.35% | 4.74% |
| 3 months | 14.36% | 13.35% |
| 6 months | 20.23% | 18.29% |
| 1 year | 46.61% | 41.53% |
| 3 years | 30.56% | 20.72% |
| 5 years | 23.8% | 20.71% |
| 10 years | 16.26% | 16.73% |
HDFC Focused 30 Fund Direct Plan Growth Top 5 Holdings
| Name | Sector | Instrument | Assets |
|---|---|---|---|
|
HDFC Bank Ltd.
|
Financial | Equity | 9.58% |
|
ICICI Bank Ltd.
|
Financial | Equity | 9.38% |
|
Axis Bank Ltd.
|
Financial | Equity | 7.78% |
|
Cipla Ltd.
|
Healthcare | Equity | 4.85% |
|
HCL Technologies Ltd.
|
Technology | Equity | 4.10% |
HDFC Focused 30 Fund Direct Plan Growth Suitability
You can expect returns from fixed-income choices and profits that easily surpass the rate of inflation when you invest for five years or more. However, be prepared to face fluctuations in the value of your investment along the way.
Disclaimer: The information provided in this article is for informational purposes only and should not be considered as financial advice. The data and figures presented are based on publicly available information and may be subject to change. Before making any investment decisions, it is recommended to conduct thorough research, consult with financial advisors, and consider your individual investment goals and risk tolerance. The author and publisher of this article do not assume any responsibility for any investment decisions made based on the information provided.