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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) ₹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 6.18% 5.07%
6 Month -8.94% -6.38%
1 Year 13.77% 9.54%
3 Year 19.95% 13.31%
5 Year - 21.35%

SIP Return Analysis

Scheme Name INVESCO INDIA FOCUSED FUND - Growth Aditya Birla Sun Life Focused Equity Fund -Growth Option
6 Month -1.57% 0.22%
1 Year -3.23% -2.01%
3 Year 25.37% 15.25%
5 Year - 15.66%

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 15.823% 12.25%
Sharp 0.731% 0.46%
Beta 0.973% 0.89%
Alpha 5.017% -0.05%

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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
Funds Managed 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 6.39 1.63
Large Cap 56.74 84.34
Small Cap 14.1 1.58
Mid Cap 22.77 12.27

Sector Allocation

Scheme Name

INVESCO INDIA FOCUSED FUND - Growth

Aditya Birla Sun Life Focused Equity Fund -Growth Option

Others 6.39 1.63
Technology 13.99 -
Industrials 26.95 -
Healthcare 10.98 -
Financial Services 17.84 -
Basic Materials 3.86 -
Consumer Cyclical 15.09 -
Consumer Defensive 4.89 -
Petroleum Products - 5.47
IT - Software - 12.04
Construction - 4.3
Diversified FMCG - 1.49
Non - Ferrous Metals - 2.73
Banks - 21.41
Pharmaceuticals & Biotechnology - 2.93
Automobiles - 9.16
Insurance - 5.08
Agricultural Food & other Products - 2.47
Realty - 2.79
Consumer Durables - 3.87
Finance - 6.62
Telecom - Services - 5.53
Cement & Cement Products - 1.77
Power - 3.77
Retailing - 3.9
Beverages - 2.86

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