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Aditya Birla Sun Life Focused Equity Fund vs INVESCO INDIA FOCUSED FUND compare
INVESCO INDIA FOCUSED FUND - Growth
Aditya Birla Sun Life Focused Equity Fund -Growth Option
Chart Comparison
Overview
| Scheme Name | INVESCO INDIA FOCUSED FUND - Growth | Aditya Birla Sun Life Focused Equity Fund -Growth Option |
|---|---|---|
| Fund | INVESCO INDIA FOCUSED FUND - Growth | Aditya Birla Sun Life Focused Equity Fund -Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹3361 Cr | ₹7354 Cr |
| Min Investment | ₹1000 | ₹1000 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 29 Sep 2020 | 24 Oct 2005 |
| Category | Focused | Focused |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 500 | NIFTY 500 TRI |
| Turn Over | 84% | 45% |
| Expense Ratio | 1.87 | 1.82 |
| Manager | Hiten Jain | Dhaval Joshi |
| ISIN Code | INF205KA1189 | INF209K01462 |
| 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 | Aditya Birla Sun Life Focused Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | INVESCO INDIA FOCUSED FUND - Growth | Aditya Birla Sun Life Focused Equity Fund -Growth Option |
|---|---|---|
| 1 Month | -4.96% | -4.58% |
| 6 Month | -8.95% | -9.78% |
| 1 Year | 13.05% | 3.18% |
| 3 Year | 21.21% | 15.44% |
| 5 Year | - | 16.47% |
SIP Return Analysis
| Scheme Name | INVESCO INDIA FOCUSED FUND - Growth | Aditya Birla Sun Life Focused Equity Fund -Growth Option |
|---|---|---|
| 6 Month | -9.86% | -7.87% |
| 1 Year | -9.56% | -10.24% |
| 3 Year | 22.95% | 12.44% |
| 5 Year | - | 14.53% |
Rolling Lumpsum Returns
| Scheme Name | INVESCO INDIA FOCUSED FUND - Growth | Aditya Birla Sun Life Focused Equity Fund -Growth Option |
|---|---|---|
| 1 Year | 20.31% | 12.97% |
| 3 Year | 21.04% | 12.3% |
| 5 Year | - | 13.39% |
Risk Management
| Scheme Name | INVESCO INDIA FOCUSED FUND - Growth | Aditya Birla Sun Life Focused Equity Fund -Growth Option |
|---|---|---|
| Standard Deviation | 15.574% | 12.25% |
| Sharp | 0.78% | 0.48% |
| Beta | 0.992% | 0.92% |
| Alpha | 4.108% | -0.92% |
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Fund Managers
| Scheme Name | INVESCO INDIA FOCUSED FUND - Growth | Aditya Birla Sun Life Focused Equity Fund -Growth Option |
|---|---|---|
| Name | Hiten Jain | Dhaval Joshi |
| Total AUM | ₹4078 Cr | ₹361932 Cr |
| Fund Manage | 4 | 55 |
| INVESCO INDIA FOCUSED FUND - Growth | Aditya Birla Sun Life Focused Equity Fund -Growth Option |
Market Cap
| Scheme Name |
INVESCO INDIA FOCUSED FUND - Growth |
Aditya Birla Sun Life Focused Equity Fund -Growth Option |
|---|---|---|
| Others | 6.39198 | 4.66638 |
| Large Cap | 56.74152 | 81.6157 |
| Small Cap | 14.09801 | 1.82895 |
| Mid Cap | 22.76848 | 11.88893 |
Sector Allocation
| Scheme Name |
INVESCO INDIA FOCUSED FUND - Growth |
Aditya Birla Sun Life Focused Equity Fund -Growth Option |
|---|---|---|
| Others | 6.39198 | 1.68596 |
| Technology | 13.99183 | 12.96748 |
| Industrials | 26.95429 | 4.5773 |
| Healthcare | 10.97982 | 3.49544 |
| Financial Services | 17.84101 | 31.56661 |
| Basic Materials | 3.85709 | 4.1487 |
| Consumer Cyclical | 15.09393 | 16.43838 |
| Consumer Defensive | 4.89004 | 7.51964 |
| Energy | - | 5.44155 |
| Real Estate | - | 2.79434 |
| Communication Services | - | 5.53411 |
| Utilities | - | 3.83045 |
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