HDFC Mutual Fund · Direct Growth · SEBI Category: Focused
HDFC Focused 30 Fund invests in exactly 30 stocks — the maximum allowed by SEBI for focused funds — managed by Roshi Jain at HDFC AMC. The fund invests across market caps with no restrictions on large, mid or small cap allocation, giving the fund manager maximum flexibility to find the best 30 ideas from India's entire listed equity universe. With an AUM of over Rs.24,000 crore, it is one of India's largest focused funds.
The fund's investment approach under Roshi Jain focuses on companies with durable competitive advantages, strong management quality and visible earnings growth. The 30-stock portfolio means each holding typically represents 3 to 8% of the fund — a meaningful weight that makes individual stock analysis critical. The fund tends to have a multi-cap bias with a mix of established large caps and growing mid-cap businesses.
Roshi Jain is Fund Manager at HDFC Mutual Fund and manages the HDFC Focused 30 Fund. She brings a research-intensive, bottom-up approach to building a high-conviction portfolio of maximum 30 stocks. Her investment philosophy centres on identifying businesses with sustainable competitive advantages and strong earnings growth potential across market caps.
For current co-manager details and full biography, refer to the latest HDFC Mutual Fund factsheet on AMFI or the AMC website.
Informational points to help you form your own view — not judgements or recommendations.
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| Fund | NAV | AAUM | 1Y Return | 3Y CAGR | 5Y CAGR | Sharpe (3Y) |
|---|---|---|---|---|---|---|
| HDFC Focused 30 Fund ▲ | ₹251.41 | ₹26.2K Cr Jan–Mar 2026 | -1.8% | +17.5% p.a. | +19.3% p.a. | 1.06 |
| ICICI Prudential Focused Equity Fund | — | ₹14.9K Cr Jan–Mar 2026 | — | — | — | — |
| SBI Focused Equity Fund | ₹429.21 | ₹42.1K Cr Jan–Mar 2026 | +11.9% | +17.6% p.a. | +14.4% p.a. | 1.03 |
| Axis Focused Fund | ₹59.16 | ₹11.2K Cr Jan–Mar 2026 | -6.1% | +8.5% p.a. | +5.5% p.a. | 0.22 |
| Franklin India Focused Equity Fund | ₹110.79 | ₹11.7K Cr Jan–Mar 2026 | -5.8% | +11.4% p.a. | +11.9% p.a. | 0.52 |
Calculated from 2,566 daily NAV records in RightAdvise DB. Last calculated: Jun 2026.
1M / 3M / 6M / 1Y — simple point-to-point return · 3Y / 5Y / 10Y — CAGR (compounded annual growth rate)
Based on all rolling windows in full NAV history. Dates show the start and end of each period.
Jan 1 to Dec 31 each year. Simple point-to-point — not CAGR.
Rolling returns show performance across every possible investment start date — not one cherry-picked number. Learn more →
How much the fund fell from its peak NAV — what investors actually experience during crashes. Calculated from full NAV history.
Calculated from actual NAV data. "Pre-inception" means the fund didn't exist during that period.
Calculated from 3 years of daily NAV — industry standard. Risk-free rate: 6.5% p.a. Last updated: Jun 2026. What do these mean? →
Our portfolio holdings page shows every stock the fund owns, sector allocation, and month-over-month changes — from official AMC disclosures.
See how HDFC Focused FundOption ranks against other Focused funds on returns, drawdown, Sharpe ratio and AAUM — side by side.
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