360 ONE Focused Equity Fund Regular vs INVESCO INDIA FOCUSED FUND compare
INVESCO INDIA FOCUSED FUND - Growth
360 ONE Focused Fund Regular-Growth
Chart Comparison
Overview
| Scheme Name | INVESCO INDIA FOCUSED FUND - Growth | 360 ONE Focused Fund Regular-Growth |
|---|---|---|
| Fund | INVESCO INDIA FOCUSED FUND - Growth | 360 ONE Focused Fund Regular-Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Average |
| Asset Size (Cr) | ₹4912 Cr | ₹7229 Cr |
| Min Investment | ₹1000 | ₹1000 |
| Min SIP Invesment | ₹500 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 29 Sep 2020 | 24 Oct 2014 |
| Category | Focused | Focused |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 500 | BSE 500 TRI |
| Turn Over | 84% | % |
| Expense Ratio | 1.87 | 1.78 |
| Manager | Hiten Jain | Mayur Patel |
| ISIN Code | INF205KA1189 | INF579M01878 |
| Exits Load | Invesco India Focused Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | 360 ONE Focused Equity Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | INVESCO INDIA FOCUSED FUND - Growth | 360 ONE Focused Fund Regular-Growth |
|---|---|---|
| 1 Month | -6.17% | -4.31% |
| 6 Month | -11.71% | -3.93% |
| 1 Year | -0.28% | 6.69% |
| 3 Year | 21.13% | 14.89% |
| 5 Year | 16.16% | 14.63% |
SIP Return Analysis
| Scheme Name | INVESCO INDIA FOCUSED FUND - Growth | 360 ONE Focused Fund Regular-Growth |
|---|---|---|
| 6 Month | -10.19% | -4.64% |
| 1 Year | -16.85% | -5.29% |
| 3 Year | 9.43% | 6.65% |
| 5 Year | 13.37% | 10.92% |
Rolling Lumpsum Returns
| Scheme Name | INVESCO INDIA FOCUSED FUND - Growth | 360 ONE Focused Fund Regular-Growth |
|---|---|---|
| 1 Year | 14.31% | 13.09% |
| 3 Year | 21.77% | 16.32% |
| 5 Year | 20.95% | 18.08% |
Risk Management
| Scheme Name | INVESCO INDIA FOCUSED FUND - Growth | 360 ONE Focused Fund Regular-Growth |
|---|---|---|
| Standard Deviation | 14.15% | 12.65% |
| Sharp | 1% | 0.84% |
| Beta | 1% | 0.87% |
| Alpha | 4.09% | 0.44% |
Fund Managers
| Scheme Name | INVESCO INDIA FOCUSED FUND - Growth | 360 ONE Focused Fund Regular-Growth |
|---|---|---|
| Name | Hiten Jain | Mayur Patel |
| Total AUM | ₹4078 Cr | ₹6984 Cr |
| Funds Managed | 4 | 3 |
| INVESCO INDIA FOCUSED FUND - Growth | 360 ONE Focused Fund Regular-Growth |
Market Cap
| Scheme Name |
INVESCO INDIA FOCUSED FUND - Growth |
360 ONE Focused Fund Regular-Growth |
|---|---|---|
| Others | 24 | 19.3 |
| Large Cap | 53.05 | 62.46 |
| Small Cap | 10.57 | 7.73 |
| Mid Cap | 12.38 | 10.52 |
Sector Allocation
| Scheme Name |
INVESCO INDIA FOCUSED FUND - Growth |
360 ONE Focused Fund Regular-Growth |
|---|---|---|
| Others | 9.84 | 4.43 |
| Industrials | 27.43 | 15.87 |
| Healthcare | 5.13 | 2.15 |
| Financial Services | 26.35 | 31.83 |
| Real Estate | 2.42 | - |
| Consumer Cyclical | 13.74 | 18.48 |
| Consumer Defensive | 3.35 | 1.36 |
| Technology | 11.75 | 7.85 |
| Communication Services | - | 11.55 |
| Energy | - | 1.99 |
| Basic Materials | - | 4.5 |
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