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) ₹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

Trailing Lumpsum Returns

Scheme Name INVESCO INDIA FOCUSED FUND - Growth Axis Focused Fund - Regular Plan - Growth Option
1 Month -9.3% -5.91%
6 Month -0.46% -4.97%
1 Year 24.71% 9.22%
3 Year 17.12% 3.4%
5 Year - 9.95%

SIP Return Analysis

Scheme Name INVESCO INDIA FOCUSED FUND - Growth Axis Focused Fund - Regular Plan - Growth Option
6 Month - -
1 Year 11.05% -0.38%
3 Year 28.61% 10.19%
5 Year - 10.38%

Rolling Lumpsum Returns

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%

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

Others 6.36 5.54
Large Cap 55.62 73.41
Small Cap 13.34 -
Mid Cap 24.68 21.06

Sector Allocation

Scheme Name

INVESCO INDIA FOCUSED FUND - Growth

Axis Focused Fund - Regular Plan - Growth Option

Others 6.36 5.54
IT - Software 8.73 5.97
Construction 5.28 -
Pharmaceuticals & Biotechnology 6.89 4.6
Banks 19.56 17.55
Electrical Equipment 8.13 1.34
Paper, Forest & Jute Products 4.33 -
Aerospace & Defense 3 3.02
Beverages 5.34 -
Consumer Durables 10.69 -
Agricultural, Commercial & Construction Vehicles 3.61 -
Healthcare Services 3.7 2.82
Transport Services 4.01 2.67
Retailing 10.37 11.35
Auto Components - 1.12
Cement & Cement Products - 0.69
Automobiles - 6.98
Finance - 9.91
Industrial Products - 0.89
Chemicals & Petrochemicals - 5
Telecom - Services - 5.7
Financial Technology (Fintech) - 3.32
Fertilizers & Agrochemicals - 2.37
Realty - 2.76
Power - 6.41

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