HDFC Focused 30 (Equity, Multi Cap)

Moderately High
14 yrs 6 monthsStarted on:17 Sep 2004
₹ 446.33 Cras on: 22 Feb 2019
Long Term Horizon
2.68%
Capital Appreciation

Minimum Investment

  • ₹ 5000.00 for Lumpsum

Investment Objective

The scheme seeks to generate long term capital appreciation/income by investing in equity & equity related instruments of up to 30 companies.

Exit Load

Exit Load: In respect of each purchase/switch in of units, an Exit load of 1.00% is payable if units are redeemed/switched out within 1 year from the date of allotment . No Exit load is payable if units are redeemed/switched out After 1 year from the date of allotment

Scheme Documents

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Tenure

TenureReturns (CAGR)
2 YR1.41
3 YR11.43

SIP Returns

TenureReturns (CAGR)
5 YR4.23
10 YR9.22

Portfolio

Company Name% Assets
Infosys Ltd.9.08
ICICI Bank Ltd.7.74
State Bank of India7.64
HDFC Bank Ltd.7.46
National Thermal Power Corp. Ltd.6.7
ITC Ltd.5.82
Tata Steel Ltd.4.8
Vedanta Ltd.4.29
NHPC Ltd.4.03
Elecon Engineering Co. Ltd.3.45

Top Sectoral Holdings

Sector Name% Assets
Financial25.27
Energy23.92
Technology9.33
Metals9.09
FMCG8.52
Engineering8.43
Services5.87
Construction2.64
Automobile2.49

Indicators

LabelValue
Portfolio turnover ratio39.38
Standard Deviation16.92%
Beta1.03%
Sharpe Ratio0.24

Vinay R Kulkarni,Amar Kalkundrikar

Mr. Kulkarni is a B.Tech from IIT, Mumbai and PGDM from IIT Bangalore.Mr. Kalkundrikar has done B.Com, CA, CFA, and MBA from Columbia Business School.
Prior to joining HDFC Mutual Fund he has worked with Tata AMC, Deutsche Mutual Fund, UTI Mutual Fund and Patni Computer Systems Ltd. Mr. Kalkundrikar has over 16 years of experience of which 13 years is in Equity Research and Portfolio Management.

Other Funds Managed by Vinay R Kulkarni,Amar Kalkundrikar