Axis Focused Fund vs INVESCO INDIA FOCUSED FUND compare

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tortoise-icon INVESCO INDIA FOCUSED FUND - Growth

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tortoise-icon Axis Focused Fund - Regular Plan - 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 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

Trailing Lumpsum Returns

Scheme Name INVESCO INDIA FOCUSED FUND - Growth Axis Focused Fund - Regular Plan - Growth Option
1 Month 5.92% 2.69%
6 Month 27.81% 17.53%
1 Year 69.98% 32.15%
3 Year 24.14% 6.95%
5 Year - 14.73%

SIP Return Analysis

Scheme Name INVESCO INDIA FOCUSED FUND - Growth Axis Focused Fund - Regular Plan - Growth Option
6 Month - -
1 Year 26.66% 13.1%
3 Year 53.09% 20.06%
5 Year 64.31% 38.42%

Rolling Lumpsum Returns

Scheme Name INVESCO INDIA FOCUSED FUND - Growth Axis Focused Fund - Regular Plan - Growth Option
1 Year 24.04% 15.01%
3 Year 64.74% 28.22%
5 Year 73.33% 41.51%

Risk Management

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%

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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
Fund Manage 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

Large Cap 61.33 79.33
Mid Cap 11.6 18.31
Small Cap 16.93 0.1
Others 10.14 2.25

Sector Allocation

Scheme Name

INVESCO INDIA FOCUSED FUND - Growth

Axis Focused Fund - Regular Plan - Growth Option

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

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