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)	₹3293 Cr	₹13356 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	1.91	1.73
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

Scheme Name	INVESCO INDIA FOCUSED FUND - Growth	Axis Focused Fund - Regular Plan - Growth Option
1 Month	5.5%	2.24%
6 Month	11.24%	2.1%
1 Year	43.5%	16.08%
3 Year	21.55%	5.28%
5 Year	-	11.51%

Scheme Name	INVESCO INDIA FOCUSED FUND - Growth	Axis Focused Fund - Regular Plan - Growth Option
6 Month	-	-
1 Year	33.46%	10.45%
3 Year	35.25%	13.52%
5 Year	-	12.55%

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	5.54
Large Cap	61.33	73.41
Mid Cap	11.6	21.06
Small Cap	16.93	-

Scheme Name	INVESCO INDIA FOCUSED FUND - Growth	Axis Focused Fund - Regular Plan - Growth Option
Others	4.52	5.54
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	-
Banks	-	17.55
Aerospace & Defense	-	3.02
Auto Components	-	1.12
Cement & Cement Products	-	0.69
Automobiles	-	6.98
Finance	-	9.91
Retailing	-	11.35
Industrial Products	-	0.89
Chemicals & Petrochemicals	-	5
Pharmaceuticals & Biotechnology	-	4.6
Electrical Equipment	-	1.34
Telecom - Services	-	5.7
Financial Technology (Fintech)	-	3.32
Healthcare Services	-	2.82
IT - Software	-	5.97
Fertilizers & Agrochemicals	-	2.37
Transport Services	-	2.67
Realty	-	2.76
Power	-	6.41