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HDFC Focused Fund - NAV, Performance, Portfolio & Investment Guide 2024

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Complete guide to HDFC Focused Fund - Latest NAV, returns, investment objective, fund managers, and FAQs. Start SIP with minimum ₹100. Learn more about this focused equity mutual fund.

Investment Objective and Approach

HDFC Focused Fund seeks to generate long-term capital appreciation/income by investing in equity & equity related instruments of up to 30 companies. The fund follows a focused approach to investing in a portfolio of up to 30 high conviction stocks which are expected to outperform the market over the medium to long term.

The scheme has the flexibility to invest across market capitalization in stocks with high growth potential. This is a flexi-cap fund where the fund management team has complete freedom to invest in companies of different sizes, depending on where it expects maximum gains. This versatility makes flexi-cap funds most suitable for equity fund investors, as the job of stock selection is left completely to the fund manager.

The fund adopts a focused investment approach, limiting its holdings to a maximum of 30 companies. It emphasizes investing in businesses with strong growth drivers, competitive advantages, and robust management teams. The strategy involves a mix of well-established large-cap companies (core holdings) and select mid- and small-cap companies (satellite holdings) that offer higher return potential.

Fund Managers

The fund is managed by experienced professionals who bring substantial expertise to portfolio management:

Ms. Roshi Jain - Ms. Jain is a CFA, ACA and PGDM. Prior to joining HDFC Asset Management Company Limited, she has worked with Franklin Templeton Investments, Goldman Sachs, London, Goldman Sachs, Singapore, Wipro Ltd. and S. R. Batliboi & Co.

Mr. Dhruv Muchhal - Mr. Dhruv has done B.Com, CA and CFA and prior to joining HDFC MF, he has worked with Motilal Oswal Financial Services Ltd., Goldman Sachs, CRISIL Global Research & Analytics and Deloitte Haskins & Sells.

Vinay R. Kulkarni - He is a B.Tech from Indian Institute of Technology, Bombay and PGDM from Indian Institute of Management, Bangalore. He initially began his career as a Software Engineer in Patni Computer Systems Ltd. in 1988. Mr. Kulkarni became a Fund Manager at UTI Asset Management Company Private Ltd. in 1992. Later, he joined Deutsche Asset Management (India) Pvt. Ltd. in 2005 as a Senior Fund Manager. A year later, he moved to Tata Asset Management Ltd. also as a Senior Fund Manager. He joined HDFC in the same year (2006) as the Senior Fund Manager of Equities.

About the Fund House (AMC)

HDFC Asset Management Company Limited stands as one of India's most prominent mutual fund houses. HDFC Mutual Fund is currently the largest mutual fund and actively managed equity mutual fund in India. It is one of the most profitable asset management companies (AMC) in the country.

HDFC Mutual Fund is largest asset management company in India and became a public listed company in August 2018 with 17% currently owned by the public. HDFC MF is the preferred choice for retail investors, with the highest market share in assets from individual investors.

Key Highlights:

- HDFC Asset Management Company has been incorporated under the Companies Act, 1956 on December 10, 1999 and was approved to act as the Asset Management Company for HDFC Mutual Fund by Securities and Exchange Board of India (SEBI) vide its letter dated July 3, 2000.

- The company manages assets worth Rs. 6.1L Cr crores as of Mar 31, 2024.

- It has a network of 228 investor service centers (ISCs) across more than 200 cities.

- As of March 2023, HDFC AMC had over 10 million active investors and managed more than 100 mutual fund schemes, catering to various investor needs, from conservative to aggressive risk profiles.

Discipline, good governance, and genuine care for stakeholders have helped HDFC Asset Management Company Limited build a reputation for trust. Over the last two decades, HDFC AMC has become one of the most prominent mutual fund houses in India. The company is committed to its mission of being a wealth creator for every Indian.

Should I Invest in HDFC Focused Fund?

HDFC Focused Fund can be suitable for investors with specific investment criteria:

Ideal For:

- Investors seeking long-term capital appreciation over 5+ years

- Those comfortable with concentrated portfolio approach (only 30 stocks)

- Investors who prefer professional stock selection over diversification

- When you invest for five years or more, you can expect gains that comfortably beat the inflation rate as well as returns from fixed income options. But be prepared for ups and downs in your investment value along the way.

Key Considerations:

- The HDFC Focused Fund Direct Growth is rated Very High risk.

- Potential investors should be mindful of the inherent concentration and sector risks. It's best suited for those willing to accept higher volatility in pursuit of superior long-term returns.

- Like for all equity funds, you must invest only through the SIP route.

- Do not invest in this, or any other flexi-cap fund, if you need to redeem your investment in less than five years.

Financial Performance:

- The fund has delivered a CAGR of 16.04% since inception.

- Over the past five years, HDFC Focused Fund - Direct Plan has delivered an annualised return of 28.87% as of 22-Aug-2025.

FAQs

What is today's NAV of HDFC Focused Fund?

The NAV of HDFC Focused Fund on Aug 20 2025, is ₹264.311. NAV changes daily based on market movements and is updated after market closure.

What is the AUM of HDFC Focused Fund?

The AUM of HDFC Focused Fund is ₹21,456.24 crore. The fund size reflects strong investor confidence and institutional backing.

What is the expense ratio of HDFC Focused Fund?

The expense ratio of HDFC Focused Fund is 0.59% for the direct plan. This covers fund management and operational expenses deducted from returns.

What are the returns of HDFC Focused Fund since inception?

The fund has delivered a CAGR of 16.04% since inception. The HDFC Focused Fund was launched on Jan 01 2013.

What is the minimum SIP amount to invest in HDFC Focused Fund?

The minimum SIP for HDFC Focused Fund is ₹100. This makes it accessible for investors starting their investment journey with small amounts.

How do I invest in HDFC Focused Fund?

You can invest through Allvest platform by logging into your account, selecting HDFC Focused Fund, choosing SIP or lump sum investment, and completing the transaction online with just a few clicks.

How to start a SIP in HDFC Focused Fund?

In case of an SIP, select the amount and date and click 'Start SIP' through Allvest platform. You can choose monthly, quarterly or other frequencies as per your convenience.

How do I automate an SIP in HDFC Focused Fund?

Set up auto-debit from your bank account through Allvest platform. Once configured, your SIP amount will be automatically debited and invested on your chosen date every month without manual intervention.

How can I withdraw/redeem my investment in HDFC Focused Fund?

Go to the 'Investments' section and click on the mutual fund scheme you want to withdraw. Enter the amount you want to withdraw and tap the 'Withdraw' button. Verify the details on the 'Confirm withdraw' screen. You will receive your funds within three working days of placing the order.