HDFC Focused 30 Fund Growth - Latest NAV ₹67.573, Returns, Performance & Portfolio

HDFC Focused 30 Fund Growth

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Min amount: ₹300

Calculate Returns

Rs. 1,000 invested monthly becomes Rs. 2.97 Lakhs in a period of 20 years

Fund Summarystar

PeriodReturns(per year)
10 Years4.22%
5 Years2.05%
3 Years-4.49%
1 Year-10.92%
6 Months16.38%
Fund Details
RiskModerately High risk
Fund TypeFocused Fund
Exit Load1% for 365 Days

More about this fundstar

Top HoldingsWeightage
Reliance Industries Ltd9.76%
Larsen & Toubro Ltd6.96%
HDFC Bank Ltd6.13%
Infosys Ltd6%
ICICI Bank Ltd5.81%
State Bank of India4.37%
NTPC Ltd4.31%
ITC Ltd4.3%
Bharat Petroleum Corp Ltd3.82%
Bharti Airtel Ltd3.46%

About HDFC Focused 30 Fund

Being an open-ended scheme it seeks to generate long term capital appreciation by investing in equity scheme in maximum 30 stocks in large-cap, mid-cap, small –cap and other fundamental attributes.

Pros and cons of HDFC Focused 30 Fund

This product is suitable for investors who are seeking for: 1. Long term capital appreciation. 2. The scheme invests in equity and equity related instruments of up to 30 companies/stocks.

Fund Information and Statistics of HDFC Focused 30 Fund

i) Inception / Launch date

The HDFC Focused 30 Fund was launched on 20th August 2004 by HDFC Mutual Fund.

ii) Risk level

The scheme possess moderately high risk. As the scheme does not invest in more than 30 companies, it is expected to have higher market liquidity risk compared to other diversified equity schemes.

iii) Redemption

Being an open-ended equity scheme, offers the sale or redemption of units on every business days at NAV based prices. The fund dispatch redemption proceeds within 10 business days from the date of redemption. 15% p.a of penal interest as may be prescribed by SEBI from time to time will be paid in case payment of redemption is not done within 10 business days.

iv) Fund Manager

Mr.Vinay Kulkarni and Mr. Rakesh Vyas are the fund managers of HDFC Focused 30 Fund since November 2006.

v) Entry / Exit load

The entry load is not applicable.1 % of exit load will be applicable if redeemed within 1 year from the date of allotment.

Tax benefits on HDFC Focused 30 Fund

Long Term Capital Gains (“LTCG”), in excess of Rs 1 lakh, are taxed @ 10% without indexation if units held for more than 12 months. Short term capital gains (“STCG”) taxed @15% if units are held for less than 12 months. Investors do not pay any tax on dividends received but a Dividend Distribution Tax (“DDT”) is deducted by the fund house at source.

About HDFC Mutual Fund

Being one of the leading mutual fund investment companies, HDFC Mutual Fund offers a wide array of mutual fund products for its customers, investors and patrons. The schemes vary from Fund of Funds (FOFs), to liquid fund to equity funds and regular debt fund amongst a wide range of other mutual fund products

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Frequently Asked Questions

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Start your investment

Min amount: ₹300

Calculate Returns

Rs. 1,000 invested monthly becomes Rs. 2.97 Lakhs in a period of 20 years
Moderately High risk

All investments come with risk. Risk is the volatility or fluctuation in the price (and returns) of the investment. Usually,

  • High Risk = High possible returns
  • Low Risk = Stable, relatively lower returns