Aditya Birla Sun Life Focused Equity Fund vs INVESCO INDIA FOCUSED FUND compare

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tortoise-icon INVESCO INDIA FOCUSED FUND - Growth

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tortoise-icon Aditya Birla Sun Life Focused Equity Fund -Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹2819 Cr ₹7642 Cr
Min Investment ₹1000 ₹1000
Min SIP Invesment ₹500 ₹1000
Min Addl Investment ₹1000 ₹1000
Launch Date 08 Sep 2020 05 Oct 2005
Category Focused Focused
Fund Type Open Ended Open Ended
Benchmark BSE 500 NIFTY 500 TRI
Turn Over 84% 45%
Expense Ratio 1.92 1.82
Manager Hiten Jain Dhaval Joshi
ISIN Code INF205KA1189 INF209K01462
Exits Load Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 365 days/365 Exit load of 1%, if redeemed within 90 days./365

Trailing Lumpsum Returns

Scheme Name INVESCO INDIA FOCUSED FUND - Growth Aditya Birla Sun Life Focused Equity Fund -Growth Option
1 Month 5.92% 4.73%
6 Month 27.81% 14.58%
1 Year 69.98% 36.12%
3 Year 24.14% 15.36%
5 Year - 19.87%

SIP Return Analysis

Scheme Name INVESCO INDIA FOCUSED FUND - Growth Aditya Birla Sun Life Focused Equity Fund -Growth Option
6 Month - -
1 Year 26.66% 15.15%
3 Year 53.09% 33.2%
5 Year 64.31% 62.4%

Rolling Lumpsum Returns

Scheme Name INVESCO INDIA FOCUSED FUND - Growth Aditya Birla Sun Life Focused Equity Fund -Growth Option
1 Year 24.04% 19.79%
3 Year 64.74% 47.91%
5 Year 73.33% 69.28%

Risk Management

Scheme Name INVESCO INDIA FOCUSED FUND - Growth Aditya Birla Sun Life Focused Equity Fund -Growth Option
Standard Deviation 14.15% 12.25%
Sharp 1.12% 0.9%
Beta 0.93% 0.94%
Alpha 4.7% -1.06%

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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

Large Cap 61.33 82.9
Mid Cap 11.6 11.95
Small Cap 16.93 1.84
Others 10.14 3.32

Sector Allocation

Scheme Name

INVESCO INDIA FOCUSED FUND - Growth

Aditya Birla Sun Life Focused Equity Fund -Growth Option

Financial 18.89 33.34
Services 16.17 -
Construction 6.32 9.13
Technology 9.49 10.52
Capital Goods 13.72 -
Consumer Staples 9.97 6.37
Healthcare 9.61 4.04
Others 4.52 2.93
Consumer Discretionary 3.98 4
Unclassified 3.94 -
Automobile 3.39 8.17
Energy - 9.17
Communication - 5.74
Insurance - 2.78
Materials - 3.82

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