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 Risk | Very High Risk |
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 | -2.51% | -1.68% |
6 Month | -7.5% | -8.87% |
1 Year | 15.11% | 5.06% |
3 Year | 18.66% | 4.67% |
5 Year | - | 8.69% |
SIP Return Analysis
Scheme Name | INVESCO INDIA FOCUSED FUND - Growth | Axis Focused Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | - | - |
1 Year | -3.07% | -8.6% |
3 Year | 24.14% | 7.75% |
5 Year | - | 8.76% |
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 | 15.574% | 15.371% |
Sharp | 0.78% | -0.003% |
Beta | 0.992% | 1.001% |
Alpha | 4.108% | -8.073% |
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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 | 6.65 | 5.54 |
Large Cap | 51.13 | 73.41 |
Small Cap | 14.69 | - |
Mid Cap | 27.53 | 21.06 |
Sector Allocation
Scheme Name |
INVESCO INDIA FOCUSED FUND - Growth |
Axis Focused Fund - Regular Plan - Growth Option |
---|---|---|
Others | 6.65 | 5.54 |
IT - Software | 8.61 | 5.97 |
Construction | 4.89 | - |
Pharmaceuticals & Biotechnology | 7.45 | 4.6 |
Banks | 17.9 | 17.55 |
Electrical Equipment | 9.4 | 1.34 |
Paper, Forest & Jute Products | 4 | - |
Aerospace & Defense | 2.68 | 3.02 |
Beverages | 5.24 | - |
Consumer Durables | 11.36 | - |
Agricultural, Commercial & Construction Vehicles | 3.31 | - |
Healthcare Services | 3.55 | 2.82 |
Transport Services | 4.33 | 2.67 |
Retailing | 10.63 | 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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