HDFC Focused Fund vs SBI Focused Fund
Over the last 3 years, HDFC Focused Fund returned 17.1% a year against 16.8% for SBI Focused Fund (Direct plans). SBI Focused Fund costs less (0.80% a year, Direct). They hold 5 stocks in common; the portfolio overlap is 23%. Data as of 5 Nov 2026.
| HDFC Focused Fund | SBI Focused Fund | |
|---|---|---|
| Category | Focused | Focused |
| Fund house | HDFC Mutual Fund | SBI Mutual Fund |
| Benchmark (TRI) | Nifty 500 | Nifty 500 |
| Age | 13.8 years | 13.8 years |
| AUM | ₹27,716 cr | ₹50,167 cr |
| Direct plan | ||
| Rating | A+ | B |
| Expense ratio | 0.83% | 0.80% |
| 1Y return | 1.0% | 10.9% |
| 3Y return (a year) | 17.1% | 16.8% |
| 5Y return (a year) | 17.0% | 11.0% |
| 3Y vs index | +5.1% | +4.8% |
| Regular plan | ||
| Rating | A+ | A |
| Expense ratio | 1.71% | 1.56% |
| 1Y return | 0.1% | 10.1% |
| 3Y return (a year) | 15.8% | 15.8% |
| 5Y return (a year) | 15.6% | 10.1% |
| 3Y vs index | +3.8% | +3.8% |
| Risk and portfolio | ||
| Volatility, 3Y | 12.3% | 12.0% |
| Max fall, 5Y | -14.0% | -22.5% |
| Down capture, 3Y | 65 | 58 |
| Stocks held | 29 | 26 |
| Top 10 holdings | 55% | 57% |
Common questions
HDFC Focused Fund or SBI Focused Fund: which has done better?
Over the last 3 years, HDFC Focused Fund returned 17.1% a year against 16.8% for SBI Focused Fund (Direct plans).
How much do HDFC Focused Fund and SBI Focused Fund overlap?
They hold 5 stocks in common; the portfolio overlap is 23%.
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.
Past performance does not guarantee future returns. This comparison is not a recommendation to buy or sell either fund.