Axis Focused Fund vs INVESCO INDIA FOCUSED FUND compare
INVESCO INDIA FOCUSED FUND - Growth
Axis Focused Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | INVESCO INDIA FOCUSED FUND - Growth | Axis Focused Fund - Regular Plan - Growth Option |
---|---|---|
Fund | INVESCO INDIA FOCUSED FUND - Growth | Axis Focused Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹3361 Cr | ₹12350 Cr |
Min Investment | ₹1000 | ₹100 |
Min SIP Invesment | ₹500 | ₹100 |
Min Addl Investment | ₹1000 | ₹100 |
Launch Date | 29 Sep 2020 | 29 Jun 2012 |
Category | Focused | Focused |
Fund Type | Open Ended | Open Ended |
Benchmark | BSE 500 | NIFTY 500 TRI |
Turn Over | 84% | 180% |
Expense Ratio | 1.87 | 1.74 |
Manager | Hiten Jain | Shreyash Devalkar |
ISIN Code | INF205KA1189 | INF846K01CH7 |
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 | Axis Focused 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 | Axis Focused Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 5.4% | 6.8% |
6 Month | -10.14% | -10.8% |
1 Year | 14.77% | 3.97% |
3 Year | 19.38% | 5.79% |
5 Year | - | 16.88% |
SIP Return Analysis
Scheme Name | INVESCO INDIA FOCUSED FUND - Growth | Axis Focused Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | -6.14% | -2.96% |
1 Year | -5.69% | -5.41% |
3 Year | 25.13% | 10.15% |
5 Year | - | 9.5% |
Rolling Lumpsum Returns
Scheme Name | INVESCO INDIA FOCUSED FUND - Growth | Axis Focused Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 20.31% | 14.68% |
3 Year | 21.04% | 14.5% |
5 Year | - | 13.74% |
Risk Management
Scheme Name | INVESCO INDIA FOCUSED FUND - Growth | Axis Focused Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 15.823% | 15.748% |
Sharp | 0.731% | -0.086% |
Beta | 0.973% | 0.984% |
Alpha | 5.017% | -7.923% |
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Fund Managers
Scheme Name | INVESCO INDIA FOCUSED FUND - Growth | Axis Focused Fund - Regular Plan - Growth Option |
---|---|---|
Name | Hiten Jain | Shreyash Devalkar |
Total AUM | ₹4078 Cr | ₹166770 Cr |
Funds Managed | 4 | 14 |
INVESCO INDIA FOCUSED FUND - Growth | Axis Focused Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
INVESCO INDIA FOCUSED FUND - Growth |
Axis Focused Fund - Regular Plan - Growth Option |
---|---|---|
Others | 6.39 | 6.92 |
Large Cap | 56.74 | 74.02 |
Small Cap | 14.1 | - |
Mid Cap | 22.77 | 19.06 |
Sector Allocation
Scheme Name |
INVESCO INDIA FOCUSED FUND - Growth |
Axis Focused Fund - Regular Plan - Growth Option |
---|---|---|
Others | 6.39 | 6.92 |
Technology | 13.99 | 7.04 |
Industrials | 26.95 | 8.32 |
Healthcare | 10.98 | 9.35 |
Financial Services | 17.84 | 33.08 |
Basic Materials | 3.86 | 6.1 |
Consumer Cyclical | 15.09 | 11.66 |
Consumer Defensive | 4.89 | 1.11 |
Communication Services | - | 8.65 |
Real Estate | - | 2.84 |
Utilities | - | 4.95 |
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