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HDFC Focused 30 Fund -Direct Plan Dividend Payout Option

Equity

  

Focused Fund

NAV

10.631 -0.053

as on (03 Apr, 2020)

RETURNS

-10.52 %

Fund Type

Open Ended

Investment Plan

Dividend Payout

Expense Ratio

1.81 %

Benchmark

IISL Nifty 500 TR INR

Asset Size

449.56 Cr.

(As of 30 Apr, 2019)

Risk

Moderately High

Objective

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.

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Fund manager

Vinay Kulkarni

(since 21 Nov, 2006)

Exit load

1 %

(If redeemed within 365 days)

Minimum sip

₹ 500

minimum investment

₹ 5000

Top Holdings

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.

Company

Assets

Infosys Ltd

8.08 %

HDFC Bank Ltd

7.63 %

ICICI Bank Ltd

7.53 %

State Bank of India

7.4 %

Sector Allocation

About the Scheme Type

Focused Fund

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.

Ratings

This fund is rated 2 stars by Morning Star Ratings.

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Overview of HDFC Asset Management Company Limited

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.

  • Invest Profitably: The single most important factor that drives HDFC Mutual Fund is its belief to give the investor the chance to profitably invest in the financial market, without constantly worrying about the market swings.
  • Research & Analysis: To realize this belief, HDFC Mutual Fund has set up the infrastructure required to conduct all the fundamental research and back it up with effective analysis.
  • Controlled Risk: HDFC Mutual Fund’s strong emphasis on managing and controlling portfolio risk avoids chasing the latest "fads" and trend.