Archive · 12 Aug 2025
HDFC vs. SBI Focused Funds: Performance and Strategy
Focused funds, a type of mutual fund, invest in a limited number of stocks.
HDFC Focused Fund and SBI Focused Fund are two examples.
HDFC's fund has performed better over 3 and 5 years.
HDFC mainly focuses on larger companies, while SBI invests in a mix of company sizes and even some foreign stocks.
Remember, these funds can be risky.
Before investing, consider your financial goals.
Focused funds invest in a maximum of 30 stocks with at least 65% in equities.
HDFC Focused Fund's 3-year and 5-year returns are 26.3% and 27.7%, respectively.
SBI Focused Fund's 3-year and 5-year returns are 14% and 20%, respectively.
HDFC Focused Fund primarily targets well-established large-cap stocks.
SBI Focused Fund invests in large-, mid-, and small-cap companies, including foreign securities.
- Who
- Investors comparing HDFC Focused Fund and SBI Focused Fund.
- What
- Comparison of HDFC Focused Fund and SBI Focused Fund.
- When
- Data as of August 4, 2025, with returns over 3 and 5 years.
- Where
- India
- Why
- To inform investors about the performance and strategies of the funds.
- HDFC Focused Fund 3-Year Return
- 26.3%
- HDFC Focused Fund 5-Year Return
- 27.7%
- SBI Focused Fund 3-Year Return
- 14%
- SBI Focused Fund 5-Year Return
- 20%
- HDFC Expense Ratio
- 0.60%
- SBI Expense Ratio
- 0.75%
Sources
SIPs in India's largest mutual funds have given up to 21% returns over the last 10 years: Value Research
Equity Mutual Fund Inflows Surge 28% In July To Rs 42,702 Cr: AMFI Data
Equity mutual fund inflows hit record Rs 42,702 crore in July, up 81% from June
SIP inflows rise to all-time high of ₹28,464 crore in July
Equity mutual funds record strong surge with net inflows rise around 80%: AMFI
Best-Performing Mutual Funds In 5 Years: Top 10 Small-Cap Funds With Annualised Returns Up To 35%
