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HDFC Focused Fund - GROWTH PLAN is an equity scheme managed by HDFC Mutual Fund. Over rolling three-year windows since inception, investors earned a median compounded return of 25.74%, with the bottom and top quartiles at 22.02% and 28.81% respectively. It has ranked in the top half of its category for 8 of the last 12 reported years. Risk-adjusted return (Sharpe ratio) is 0.00. The total expense ratio is 1.60% on assets of ₹26,182Cr. The fund is currently managed by Mr. Amit Ganatra, appointed within the last year.
Lower is better.
This scheme classifies as Large-Value on the 3x3 equity style box, with 90% of its portfolio classified as of 2026-04-30.
| Holding | Sector |
|---|
| Window | Min | P25 | Median |
|---|
Point-in-time CAGRs cherry-pick a single start date. The chart below shows the distribution of every possible rolling start over the fund's history, so you see the range of investor outcomes — not just one date's number.
Backtested SIP outcomes across both rolling-window scenarios and named historical stress events (COVID, Election uncertainty, Russia/Ukraine, etc.), plus per-manager alpha during their tenure on this scheme.
Same fund, monthly SIPs over rolling 1/3/5-year windows.
| Scheme | AMC | AUM | TER | 3Y |
|---|
Mutual fund investments are subject to market risks. Read all scheme-related documents carefully. Past performance is not indicative of future results. MintByte is an AMFI-registered Mutual Fund Distributor (ARN-314872) and APMI member (APRN-01658). MintByte does not issue buy/sell recommendations on specific securities — the site is an educational data and analytics platform. Star ratings on this page reflect a 3-year category-quartile position computed in-house and are educational only.
Mutual fund schemes are subject to market risk. Read all scheme-related documents carefully before investing. Past performance is not indicative of future results. MintByte is an AMFI-registered mutual fund distributor (ARN-314872). MintByte does not issue buy/sell recommendations on specific securities — the site is an educational data and analytics platform. Not investment advice. Methodology · How we earn.
In-house derivations using 3-year daily NAV vs benchmark. See methodology.
| Weight |
|---|
| ICICI Bank Ltd. | Financial Services | 9.02% |
| HDFC Bank Ltd. | Financial Services | 8.41% |
| Axis Bank Ltd. | Financial Services | 7.27% |
| State Bank of India | Financial Services | 5.76% |
| Kotak Mahindra Bank Limited | Financial Services | 5.53% |
| HCL Technologies Ltd. | Technology | 3.89% |
| Bharti Airtel Ltd. | Communication Services | 3.69% |
| SBI Life Insurance Company Ltd. | Financial Services | 3.58% |
| Maruti Suzuki India Limited | Consumer Cyclical | 3.58% |
| Eternal Limited | Consumer Cyclical | 3.53% |
| Cipla Ltd. | Healthcare | 3.49% |
| Power Grid Corporation of India Ltd. | Utilities | 3.28% |
| Eicher Motors Ltd. | Consumer Cyclical | 3.24% |
| InterGlobe Aviation Ltd. | Industrials | 3.05% |
| Tata Steel Ltd. | Basic Materials | 2.58% |
| Havells India Ltd. | Industrials | 2.54% |
| Karur Vysya Bank Ltd. | Financial Services | 2.11% |
| Fsn Ecommerce Ventures Limited (Nykaa) | Consumer Cyclical | 2.02% |
| Nexus Select Trust REIT | Realty | 1.78% |
| Bosch Limited | Consumer Cyclical | 1.73% |
| ESCORTS KUBOTA LIMITED | Industrials | 1.67% |
| Hyundai Motor India Limited | Consumer Cyclical | 1.60% |
| Piramal Pharma Limited | Healthcare | 1.60% |
| Amber Enterprises India Ltd. | Consumer Cyclical | 1.58% |
| Chalet Hotels Ltd. | Consumer Cyclical | 1.58% |
| Sector | Holdings | Weight |
|---|---|---|
| Banks | 6 | 38.10% |
| Automobiles | 3 | 8.42% |
| Retailing | 2 | 5.55% |
| Pharmaceuticals & Biotechnology | 2 | 5.09% |
| Consumer Durables | 2 | 4.12% |
| IT - Software | 1 | 3.89% |
| Telecom - Services | 1 | 3.69% |
| Insurance | 1 | 3.58% |
| Power | 1 | 3.28% |
| Transport Services | 1 | 3.05% |
| Auto Components | 2 | 3.01% |
| Leisure Services | 3 | 2.86% |
| Ferrous Metals | 1 | 2.58% |
| Realty | 1 | 1.78% |
| Agricultural, Commercial & Construction Vehicles | 1 | 1.67% |
| Healthcare Services | 1 | 1.24% |
| Electrical Equipment | 1 | 0.59% |
| Sovereign | 1 | 0.19% |
Active bets vs the average Equity fund. Biggest deviations shown first.
Accent bar = fund's actual sector weight. Vertical black tick = category average for the same sector. Green overlay = overweight, dashed red = underweight. The biggest active bets show first.
How crowded into the same stocks is this fund vs the largest fund in its category?
Category leader = highest-AUM scheme in the same SEBI category. A high overlap-of-weight number means the fund is concentrated into the same names as the leader (crowded); a low one means it's genuinely differentiated.
| P75 |
|---|
| Max |
|---|
| Positive % |
|---|
| 1Y | -3.36% | 13.69% | 21.50% | 39.61% | 78.52% | 97.4% |
| 3Y | 15.63% | 22.02% | 25.74% | 28.81% | 34.58% | 100.0% |
| 5Y | 17.63% | 21.26% | 26.12% | 28.54% | 30.66% | 100.0% |
Each cell is one year. Q1 = top quartile within the AMFI category for that period. Cell label is the last two digits of the year.
Top-10 weight 54.3% means concentration is in line with most actively-managed Indian equity funds. Effective-N is the inverse Herfindahl index — a measure of "how many positions effectively drive the fund" after weighting. Category: Equity.
Compounding maths on a notional ₹10 lakh lumpsum at 12% gross annual return. Green bar is what you'd have without the fee; red overlay is the fee drag. Fee is constant in this scenario — actual outcomes depend on real returns and any future TER changes.
Each row is a back-tested SIP — monthly contribution over the regime's duration, no fees adjustment beyond NAV-baked TER. XIRR is the annualised IRR of those cashflows; Abs return is the absolute cash-on-cash; Max DD is the deepest drawdown experienced mid-investment. Past performance is not indicative of future results.
Alpha is the annualised excess return vs benchmark over the manager's tenure on this scheme. Beat-benchmark = total return beat the index over the same window.
| 5Y |
|---|
| Star |
|---|
| Invesco India Focused Fund - Direct Plan - Growth | Invesco Mutual Fund | ₹5,128 Cr | 0.62% | +21.43% | +16.34% | 5★ |
| Invesco India Focused Fund - Regular Plan - Growth | Invesco Mutual Fund | ₹5,128 Cr | 1.89% | +19.85% | +14.69% | 5★ |
| Mahindra Manulife Focused Fund - Direct Plan -Growth | Mahindra Manulife Mutual Fund | ₹2,208 Cr | 0.58% | +18.40% | +17.06% | 5★ |
| SBI FOCUSED FUND - DIRECT PLAN -GROWTH | SBI Mutual Fund | ₹46,042 Cr | 0.80% | +17.70% | +14.43% | 5★ |
| ICICI Prudential Focused Equity Fund - Growth | ICICI Prudential Mutual Fund | ₹16,009 Cr | 2.39% | +17.62% | +15.76% | 5★ |
| SBI FOCUSED FUND - REGULAR PLAN -GROWTH | SBI Mutual Fund | ₹46,042 Cr | 1.51% | +16.74% | +13.41% | 5★ |
| Mahindra Manulife Focused Fund - Regular Plan - Growth | Mahindra Manulife Mutual Fund | ₹2,208 Cr | 2.13% | +16.50% | +14.97% | 4★ |
| Bandhan Focused Fund - Direct Plan - Growth | Bandhan Mutual Fund | ₹2,058 Cr | 0.99% | +16.40% | +13.42% | 4★ |
| quant Focused Fund - Growth Option - Regular Plan | Quant Mutual Fund | ₹815 Cr | 3.32% | +15.90% | +12.07% | 4★ |
| DSP Focused Fund - Direct Plan - Growth | DSP Mutual Fund | ₹2,490 Cr | 1.34% | +15.58% | +11.88% | 4★ |