HDFC Focused 30 Fund

Mutual Fund

hdfc Focused 30 fund

By Rajendra

Apr 8, 2023

image source -HDFC MF

Scheme Analysis

Category

Focused

Inception

Sep 17, 2004

Benchmark

Nifty 500

AUM - 3,609 Cr

Fund Manager

Roshi Jain

HDFC Focused 30 Fund

Investment Strategy

The scheme would be flexible enough to invest across market capitalization.

Strategic and long-term stock selection will be applied.

Top 5 Holding

ICICI Bank

HDFC Bank

HCL Tech

Infosys

SBI

9.35

8.09

4.78

4.74

4.49

Total - 31.25

Investment Strategy

The scheme would be flexible enough to invest across market capitalization.

Shall take company governance history, ESG sensitivity, and transparency into reference

Bank

Information Technology

Automobile

Top 5 Sector 27.12

11.35

6.26

5.64

5.50

Defence

Pharma

Investment Strategy

Focus on effective management that can grab opportunity and manage risks.

Focus on value rather than just conventional metrics like P/E or P/B to ensure a fair margin of safety.

SIP Performance Exit Load upto 12 month - 1%

As on 28 Feb. 2023

1 Year

3 Year

5 Year

Period

Value

12,817

51,856

92,914

Returns

11.98%

25.23%

17.53%

Monthly SIP of 1,000