Fund Pick: HDFC Focused 30 Fund stands tall, aiming for greater gains

The fund outperformed the benchmark (Nifty 500 TRI) in the past 6 months, as well as one-, two-, three-, five-, seven- and 10-year trailing periods

HDFC Focused 30 Fund, launched in September 2004, has featured in the top 10 percentile of the focused fund category of the CRISIL Mutual Fund Ranking (CMFR) for four consecutive quarters up to December 2024. The fund’s assets under management stood at ₹15,642 crore in December 2024, up from ₹979 crore in December 2021.

 

Roshi Jain has been managing the fund since January 2022. The fund aims to generate capital appreciation through a portfolio predominantly invested in equities and equity-related instruments of up to 30 companies.

 

Trailing returns

 

The fund outperformed the benchmark (Nifty 500 TRI) in the past six