HDFC Focused 30 Fund Direct Plan IDCW

Equity
Focused
Very High Risk
Payout
29.06%
3Y annualised
+0.18% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 18 Mar 2024₹27.81
Min. SIP amount₹100
Rating4
Fund size₹9,918.47Cr

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 returns41.3%29.1%19.9%15.5%
Category average37.0%17.4%15.6%NA
Rank with in category1818NA
Understand terms

Holdings (29)

NameSectorInstrumentAssets
FinancialEquity9.39%
FinancialEquity9.20%
FinancialEquity6.07%
HealthcareEquity5.37%
FinancialEquity4.90%
InsuranceEquity4.54%
Capital GoodsEquity4.35%
TechnologyEquity4.19%
HealthcareEquity3.84%
CommunicationEquity3.28%
See All

Expense ratio, exit load and tax

Expense ratio: 0.51%

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

Education
Mr. Dhruv has done B.Com, CA and CFA
Experience
Prior to joining HDFC MF,he has worked with Motilal Oswal Financial Services Ltd., Goldman Sachs, CRISIL Global Research & Analytics and Deloitte Haskins & Sells
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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