HDFC Focused 30 Fund Direct Plan-Growth is an equity mutual fund scheme from HDFC Mutual Fund. With an AUM of ₹14,329.60 Crores, as of September 28, 2024, the most recent NAV declared is ₹256.646.
The scheme has demonstrated strong returns over the years, reflecting its robust portfolio management and stock selection strategies. HDFC Focused 30 Fund Direct Plan-Growth has delivered the following returns:
- 50.81% in the last year
- 122.83% over the previous three years
- 538.57% since the scheme’s launch
HDFC Focused 30 Fund Returns
| Period | This Fund | Category Average |
|---|---|---|
| 1 month | 5.8% | 3.98% |
| 3 months | 9.67% | 9.83% |
| 6 months | 24.02% | 23.12% |
| 1 year | 50.07% | 45.05% |
| 3 years | 30.28% | 19.78% |
| 5 years | 26.04% | 22.36% |
| 10 years | 16.36% | 16.43% |
Top 5 Holdings in HDFC Focused 30 Fund
The fund’s top five holdings reflect its strong focus on financials and technology, making it a balanced investment choice for those looking at sector-specific growth. Here are the top holdings:
| Name | Sector | Instrument | Assets (%) |
|---|---|---|---|
| ICICI Bank Ltd. | Financial | Equity | 9.44% |
| HDFC Bank Ltd. | Financial | Equity | 9.14% |
| Axis Bank Ltd. | Financial | Equity | 8.37% |
| HCL Technologies Ltd. | Technology | Equity | 4.89% |
| SBI Life Insurance Company Ltd. | Insurance | Equity | 4.65% |
Sector Allocation in HDFC Focused 30 Fund
The fund has a well-diversified portfolio across sectors, with significant exposure to the financial and healthcare sectors. Below is a detailed breakdown of the sector holdings:
| Sector | Percentage Holding (%) | Value (₹ Cr) |
|---|---|---|
| Financial | 35.04 | ₹5,021.09 |
| Healthcare | 13.62 | ₹1,951.69 |
| Automobile | 10.24 | ₹1,467.35 |
| Technology | 7.52 | ₹1,077.59 |
| Insurance | 4.65 | ₹666.33 |
| Others | 28.93 | ₹4,145.55 |
Disclaimer: Mutual fund investments are subject to market risks. Please read the scheme information document and other related documents carefully before investing. Past performance is not indicative of future results. The information provided in this article is for informational purposes only and should not be construed as investment advice or a recommendation. Readers are advised to seek independent financial advice before making any investment decisions. The author and the publication are not responsible for any investment losses incurred based on the information in this article.
