Aditya Birla Sun Life Focused Fund vs HDFC Focused Fund
Over the last 3 years, HDFC Focused Fund returned 17.6% a year against 15.7% for Aditya Birla Sun Life Focused Fund (Direct plans). HDFC Focused Fund was the more consistent: ahead of its index in 100% of rolling 3-year periods, against 57%. In falling months, HDFC Focused Fund fell less: 65% of the index's fall, against 78%. They hold 8 stocks in common; the portfolio overlap is 30%. Data as of 12 Nov 2026.
| Aditya Birla Sun Life Focused Fund | HDFC Focused Fund | |
|---|---|---|
| Category | Focused | Focused |
| Fund house | Aditya Birla Sun Life Mutual Fund | HDFC Mutual Fund |
| Benchmark | Nifty 500 TRI | Nifty 500 TRI |
| Age | 13.9 years | 13.9 years |
| AUM on 30 Oct 2026 | ₹7,659 cr | ₹26,961 cr |
| Direct plan | ||
| Rating | B | B |
| Expense ratio | 1.01% | 0.83% |
| 1Y return | 6.3% | 4.3% |
| 3Y return (a year) | 15.7% | 17.6% |
| 5Y return (a year) | 11.0% | 17.3% |
| 3Y vs index | +3.5% | +5.3% |
| Rating score, rank | 46 · #15 of 27 | 63 · #5 of 27 |
| Regular plan | ||
| Rating | B | B |
| Expense ratio | 1.91% | 1.71% |
| 1Y return | 5.3% | 3.3% |
| 3Y return (a year) | 14.7% | 16.3% |
| 5Y return (a year) | 9.9% | 15.9% |
| 3Y vs index | +2.4% | +4.1% |
| Rating score, rank | 46 · #14 of 27 | 64 · #5 of 27 |
| Consistency, risk and portfolio | ||
| Ahead of index, rolling 3Y periods | 57% | 100% |
| Deepest fall, 3Y | -16.5% | -14.0% |
| Volatility, 3Y | 13.9% | 12.6% |
| Max fall, 5Y | -17.2% | -14.0% |
| Down capture, 3Y | 78 | 65 |
| Stocks held | 29 | 29 |
| Top 10 holdings | 44% | 55% |
| Large / mid / small caps | 69 / 21 / 3% | 74 / 13 / 8% |
| Largest sector | Banks | Banks |
Common questions
Aditya Birla Sun Life Focused Fund or HDFC Focused Fund: which is better?
On our track-record ratings (Direct plans), Aditya Birla Sun Life 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.
Aditya Birla Sun Life Focused Fund or HDFC Focused Fund: which has done better?
Over the last 3 years, HDFC Focused Fund returned 17.6% a year against 15.7% for Aditya Birla Sun Life Focused Fund (Direct plans).
How much do Aditya Birla Sun Life Focused Fund and HDFC Focused Fund overlap?
They hold 8 stocks in common; the portfolio overlap is 30%.
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.
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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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