Axis Focused Fund vs INVESCO INDIA FOCUSED FUND compare

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)	₹2819 Cr	₹13882 Cr
Min Investment	₹1000	₹100
Min SIP Invesment	₹500	₹100
Min Addl Investment	₹1000	₹100
Launch Date	08 Sep 2020	02 May 2012
Category	Focused	Focused
Fund Type	Open Ended	Open Ended
Benchmark	BSE 500	NIFTY 500 TRI
Turn Over	84%	180%
Expense Ratio	1.92	1.72
Manager	Hiten Jain	Shreyash Devalkar
ISIN Code	INF205KA1189	INF846K01CH7
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 for units in excess of 10% of the investment,1% will be charged for redemption within 12 months./365

Scheme Name	INVESCO INDIA FOCUSED FUND - Growth	Axis Focused Fund - Regular Plan - Growth Option
1 Month	-5.36%	-5.76%
6 Month	12%	5.76%
1 Year	51.27%	21.38%
3 Year	18.74%	2.63%
5 Year	-	11.4%

Scheme Name	INVESCO INDIA FOCUSED FUND - Growth	Axis Focused Fund - Regular Plan - Growth Option
6 Month	-	-
1 Year	38.38%	15.06%
3 Year	34.15%	13.76%
5 Year	-	12.82%

Scheme Name	INVESCO INDIA FOCUSED FUND - Growth	Axis Focused Fund - Regular Plan - Growth Option
1 Year	18.11%	14.58%
3 Year	21.21%	14.67%
5 Year	-	14.05%

Scheme Name	INVESCO INDIA FOCUSED FUND - Growth	Axis Focused Fund - Regular Plan - Growth Option
Standard Deviation	14.15%	15.43%
Sharp	1.12%	0.22%
Beta	0.93%	1.05%
Alpha	4.7%	-10.87%

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
Fund Manage	4	14
	INVESCO INDIA FOCUSED FUND - Growth	Axis Focused Fund - Regular Plan - Growth Option

Scheme Name	INVESCO INDIA FOCUSED FUND - Growth	Axis Focused Fund - Regular Plan - Growth Option
Others	10.14	2.25
Large Cap	61.33	79.33
Mid Cap	11.6	18.31
Small Cap	16.93	0.1

Scheme Name	INVESCO INDIA FOCUSED FUND - Growth	Axis Focused Fund - Regular Plan - Growth Option
Others	4.52	2.25
Technology	9.49	-
Construction	6.32	-
Consumer Staples	9.97	-
Financial	18.89	-
Capital Goods	13.72	-
Consumer Discretionary	3.98	-
Healthcare	9.61	-
Services	16.17	-
Automobile	3.39	-
Unclassified	3.94	-
Petroleum Products	-	5.04
Banks	-	13.06
Aerospace & Defense	-	3.28
Auto Components	-	3.08
Cement & Cement Products	-	2.2
Automobiles	-	7.41
Finance	-	15.68
Retailing	-	10.69
Industrial Products	-	0.77
Chemicals & Petrochemicals	-	6.09
Pharmaceuticals & Biotechnology	-	3.45
Telecom - Services	-	4.59
Healthcare Services	-	2.64
IT - Software	-	6.12
Food Products	-	0.1
Fertilizers & Agrochemicals	-	1.93
Transport Services	-	2.01
Realty	-	2.38
Power	-	7.22