Focused Fund
Fund Type
Open Ended
Investment Plan
Dividend Reinvestment
Expense Ratio
2%
Asset Size
3197.76 Cr.
(As of 31 Dec, 2022)
Benchmark
IISL Nifty 500 TR INR
Riskometer
Investors understand that their principal will be at Very High Risk.
To generate long term capital appreciation/income by investing in equity & equity related instruments of up to 30 companies. There is no assurance that the investment objective of the Scheme will be realized.
Fund manager
Roshi Jain
Exit load
1 %
(If redeemed within 365 days)Minimum sip
₹100
Minimum investment
₹100
This fund is been allocated in various sectors including some of the prominent ones that are widely accepted and are creating a value of trust.
HDFC Bank Ltd
8.66%
ICICI Bank Ltd
8.36%
Infosys Ltd
4.60%
State Bank of India
4.15%
Focused Funds have shares in limited number of companies (typically less than thirty companies) as well as in limited number of sectors (typically less than 3 sectors). Now, the reason why mutual funds are so popular is because of diversification only, but while that may be a good things when it comes to investments, too much diversification might also result in nominal returns. Hence, a Focused Fund, because of itsfocused approach on a few units can deliver market beating returns, the less diversification can also mean more exposure torisks.
This fund is rated 3 stars by Morning Star Ratings.
HDFC Mutual Fund is one of India’s largest and well established mutual funds houses with focus on delivering consistent fund performance across categories since the launch of the first scheme(s) in July 2000. We, at HDFC Mutual Fund, believe in constantly reviewing the markets for new trends, identifying new growth sectors and sharing this knowledge with our investors in the form of product offerings, so as to give our investors long-term benefits. HDFC Mutual Fund has various products across asset and risk categories to enable investors to invest in line with their investment objectives and risk taking capacity.
Vision of HDFC Mutual Fund – To be a dominant player in the Indian mutual fund space recognized for its high levels of ethical and professional conduct and a commitment towards enhancing investor interests. HDFC’s Mutual Fund philosophy is based on 3 pillars.