3 Year return

29.49%
Launched on January 2013 (11 years)

Investment Details

₹100

Minimum SIP Amount

₹100

Minimum one time investment

Fund has no lock-in period

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Risk Involved

scale

Your principal will be at

Very High Risk

Scheme Information

Asset Under Management

₹11246.61 Cr.

Expense Ratio

0.49% (inclusive of GST)

Exit Load

1.00% - If Units are redeemed / switched-out within 1 years from the date of allotment. Nil - If Units are redeemed / switched-out after 1 years from the date of allotment.

Ratings

ARQ Rating
3.5

Ratings by other agencies

3
5
3

Tax Implications

Withdrawal within 1 year

Exit load + 15% tax on gains

Withdrawal after 1 year

10% tax on gains over ₹1 Lakh per financial year

Fund Holdings

Holdings

HDFC Mutual Fund Managers

RJ

Roshi Jain

Fund Manager since Nov 2006

View Details

Fund House Details

HDFC Mutual Fund

HDFC Mutual Fund Asset management company

AUM ₹617,677.76 Cr.
No. of Schemes 167
Setup Date NA

Peer Comparison

Comparison with other similar funds

Schemes by HDFC Mutual Fund

List of mutual fund schemes by AMC

About HDFC Focused 30 Fund Growth Direct Plan

HDFC Focused 30 Fund Growth Direct Plan is an equity-based mutual fund provided by HDFC Mutual Fund. Falling in the category of focused funds, the fund follows a concentrated approach, investing in high-quality stocks of a limited number. The fund offers a portfolio of 30 carefully chosen stocks of companies from different sectors. This is a growth-oriented fund.

Investment Objective of the Scheme

The main objective of the HDFC Focused Thirty Fund Growth Direct Plan is to generate returns for you by investing in company stock with robust growth potential. By employing an active investment strategy, the fund aims to identify and invest in companies expected to show optimal performance in the long run. By targeting quality stocks, this fund aims at the outperformance of the broader market to deliver returns.

Key Features of The Fund

5-year return 21.54%
Expense Ratio 0.49%
Fund Manager Roshi Jain
Fund Size ₹11246.61 Cr
Risk Profile Very High

Is This Scheme Right for Me?

You may consider the HDFC Focused Thirty Fund Growth Direct Plan if you have a moderate-high appetite for risk and a long-term investment view, say, of 5 years or longer. If your goal is capital appreciation and you are prepared to accept the volatility of stock markets over long periods of time, this may be a good opportunity. This may be a fund to consider if you are looking for a fund that may prove resilient during fluctuations in the markets. As with any investment you make, you should evaluate your personal financial goals and plans before investing.

AMC Contact Details

Name HDFC Mutual Fund
Launch Date July 2000
Addresss "HDFC House", 2nd Floor, H. T. Parekh Marg, 165-166, Backbay Reclamation, Churchgate, Mumbai - 400020
Contact 1800 3010 67671800 419 7676
Email hello@hdfcfund.com
Website https://www.hdfcfund.com/

Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.

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FAQs

What is today's NAV of HDFC Focused 30 Fund?

NAV, or Net Asset Value, is the price of a single unit of a mutual fund. It is calculated by dividing the current value of holdings held by the mutual fund scheme at the end of the day by the total number of units issued. The NAV changes every day. The NAV of HDFC Focused 30 Fund May 27 2024 is 221.868

What is the AUM of HDFC Focused 30 Fund?

Short for Asset Under Management, AUM means the total assets held by a mutual fund scheme. The AUM of the fund changes every day based on the fluctuation in the price of the underlying assets. Fund houses don't update AUM on a daily basis. They only update it at the end of the month and release it within a few days of the following month. The AUM of HDFC Focused 30 Fund is 11246.61 crore.

What is the expense ratio of HDFC Focused 30 Fund?

The expense ratio is the annual charges you pay to the mutual fund house for managing your investments. It is a percentage of Assets Under Management. It is deducted from the fund’s returns. The expense ratio of HDFC Focused 30 Fund is 0.49%

What are the returns of HDFC Focused 30 Fund since inception?

The HDFC Focused 30 Fund was launched on Jan 01 2013. The fund has delivered a CAGR of 16.12 since inception.

What is the minimum SIP amount to invest in HDFC Focused 30 Fund?

A Systematic Investment Plan (SIP) in mutual funds allows you to invest small amounts periodically instead of a one-time investment. The frequency of investment can be monthly, quarterly, half-yearly or annually, as per your convenience. The minimum SIP for HDFC Focused 30 Fund is 100.

How do I invest in HDFC Focused 30 Fund?

  1. Make sure you are logged in to Angel One.
  2. Select the type of investment: SIP or one-time.
  3. In case of an SIP, select the amount and date and click ‘Start SIP’. In case of a one-time investment, enter just the amount.
  4. Proceed by clicking the pay button and choosing your mode of payment.
  5. Your portfolio will be updated with this investment in 3-5 working days.

How to start an SIP in HDFC Focused 30 Fund?

  1. Click on the ‘Invest’ button.
  2. Enter your desired SIP amount and the SIP date.
  3. You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
  4. Choose your payment method between UPI and Net Banking.
  5. Make your payment.
  6. Your SIP is created.

How do I automate an SIP in HDFC Focused 30 Fund?

  1. Once you create an SIP, click on ‘Set up autopay’
  2. Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
  3. Once you verify the OTP, your mandate request will be created.

How can I withdraw/redeem my investment in HDFC Focused 30 Fund?

  1. Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
  2. Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
  3. Verify the details on the ‘Confirm withdraw’ screen.
  4. Select the bank account in which you want to receive the funds.
  5. You will receive your funds within three working days of placing the order.
  6. You can track your order in the ‘Orders’ section.