Aeterna Wealth

360 ONE Focused Fund vs HDFC Focused Fund

Over the last 3 years, HDFC Focused Fund returned 17.6% a year against 13.7% for 360 ONE Focused Fund (Direct plans). HDFC Focused Fund was the more consistent: ahead of its index in 100% of rolling 3-year periods, against 81%. In falling months, HDFC Focused Fund fell less: 65% of the index's fall, against 87%. 360 ONE Focused Fund leans more to smaller companies (20% in small caps against 8%), so expect bigger swings both ways. They hold 6 stocks in common; the portfolio overlap is 26%. Data as of 12 Nov 2026.

360 ONE Focused FundHDFC Focused Fund
CategoryFocusedFocused
Fund house360 ONE Mutual FundHDFC Mutual Fund
BenchmarkNifty 500 TRINifty 500 TRI
Age12.0 years13.9 years
AUM on 30 Oct 2026₹6,506 cr₹26,961 cr
Direct plan
RatingBB
Expense ratio1.20%0.83%
1Y return7.4%4.3%
3Y return (a year)13.7%17.6%
5Y return (a year)11.2%17.3%
3Y vs index+1.5%+5.3%
Rating score, rank58 · #10 of 2763 · #5 of 27
Regular plan
RatingBB
Expense ratio2.12%1.71%
1Y return6.4%3.3%
3Y return (a year)12.6%16.3%
5Y return (a year)10.1%15.9%
3Y vs index+0.4%+4.1%
Rating score, rank58 · #10 of 2764 · #5 of 27
Consistency, risk and portfolio
Ahead of index, rolling 3Y periods81%100%
Deepest fall, 3Y-16.9%-14.0%
Volatility, 3Y14.7%12.6%
Max fall, 5Y-21.3%-14.0%
Down capture, 3Y8765
Stocks held2929
Top 10 holdings48%55%
Large / mid / small caps61 / 14 / 20%74 / 13 / 8%
Largest sectorBanksBanks

Common questions

360 ONE Focused Fund or HDFC Focused Fund: which is better?

On our track-record ratings (Direct plans), 360 ONE Focused Fund is rated B and HDFC Focused Fund is rated B, each against its own category. Ratings describe the record so far and are not a forecast; which suits you depends on your goal and the funds you already hold.

360 ONE Focused Fund or HDFC Focused Fund: which has done better?

Over the last 3 years, HDFC Focused Fund returned 17.6% a year against 13.7% for 360 ONE Focused Fund (Direct plans).

How much do 360 ONE Focused Fund and HDFC Focused Fund overlap?

They hold 6 stocks in common; the portfolio overlap is 26%.

Should I hold both?

Two funds with a high overlap add little diversification. Check how they fit your goal and the rest of your portfolio; we can help.

More comparisons

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Past performance does not guarantee future returns. This comparison is not a recommendation to buy or sell either fund.

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