HDFC Focused 30 Fund -Direct Plan Payout of Income Distribution cum Capital Withdrawal option is an equity fund. This fund was started on 1 January, 2013. The fund is managed by Roshi Jain. The fund could potentially beat inflation in the long-run.
Expense ratio | 0.51% |
Benchmark | S&P BSE 500 India TR INR |
AUM | ₹10433 Cr |
Inception Date | 1 January, 2013 |
Min Lumpsum/SIP | ₹100/₹100 |
Exit Load | 1% |
Lock In | No Lock-in |
TurnOver | 14.3% |
Size breakup
HDFC Focused 30 Fund -Direct Plan Payout of Income Distribution cum Capital Withdrawal option | Absolute Returns | CAGR Returns |
1 Month Returns | 2.49% | 2.49% |
6 Month Returns | 11.83% | 11.83% |
1 Year Returns | 30.09% | 30.09% |
3 Years Returns | 88.36% | 23.5% |
5 Years Returns | 108.31% | 15.81% |
Fund Name | Alpha 1 Year | Alpha 3 Years | Alpha 5 Years |
HDFC Focused 30 Fund -Direct Plan Payout of Income Distribution cum Capital Withdrawal option | -2.47 | 4.52 | -0.92 |
Fund Name | Beta 1 Year | Beta 3 Years | Beta 5 Years |
HDFC Focused 30 Fund -Direct Plan Payout of Income Distribution cum Capital Withdrawal option | 0.86 | 0.88 | 1.01 |
Fund Name | Sharpe Ratio 1 Year | Sharpe Ratio 3 Years | Sharpe Ratio 5 Years |
HDFC Focused 30 Fund -Direct Plan Payout of Income Distribution cum Capital Withdrawal option | 1.89 | 1.14 | 0.57 |
Fund Name | Standard Deviation 1 Year | Standard Deviation 3 Years | Standard Deviation 5 Years |
HDFC Focused 30 Fund -Direct Plan Payout of Income Distribution cum Capital Withdrawal option | 11.55 | 14.15 | 20.69 |