Edelweiss 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 Edelweiss Focused Fund - Regular Plan - Growth

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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 Edelweiss Focused Fund - Regular Plan - Growth
Fund INVESCO INDIA FOCUSED FUND - Growth Edelweiss Focused Fund - Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹3293 Cr ₹896 Cr
Min Investment ₹1000 ₹100
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 29 Sep 2020 01 Aug 2022
Category Focused Focused
Fund Type Open Ended Open Ended
Benchmark BSE 500 NIFTY 500 TRI
Turn Over 84% 49%
Expense Ratio 1.91 2.23
Manager Hiten Jain Trideep Bhattacharya
ISIN Code INF205KA1189 INF754K01OL0
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 Edelweiss Focused Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name INVESCO INDIA FOCUSED FUND - Growth Edelweiss Focused Fund - Regular Plan - Growth
1 Month -9.3% -5.88%
6 Month -0.46% -3.79%
1 Year 24.71% 14.31%
3 Year 17.12% -
5 Year - -

SIP Return Analysis

Scheme Name INVESCO INDIA FOCUSED FUND - Growth Edelweiss Focused Fund - Regular Plan - Growth
6 Month - -
1 Year 11.05% 5%
3 Year 28.61% -
5 Year - -

Rolling Lumpsum Returns

Scheme Name INVESCO INDIA FOCUSED FUND - Growth Edelweiss Focused Fund - Regular Plan - Growth
1 Year 18.11% 36.16%
3 Year 21.21% -
5 Year - -

Risk Management

Scheme Name INVESCO INDIA FOCUSED FUND - Growth Edelweiss Focused Fund - Regular Plan - Growth
Standard Deviation 14.15% 10.83%
Sharp 1.12% -
Beta 0.93% -
Alpha 4.7% -

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Fund Managers

Scheme Name INVESCO INDIA FOCUSED FUND - Growth Edelweiss Focused Fund - Regular Plan - Growth
Name Hiten Jain Trideep Bhattacharya
Total AUM ₹4078 Cr ₹0 Cr
Fund Manage 4 9
INVESCO INDIA FOCUSED FUND - Growth Edelweiss Focused Fund - Regular Plan - Growth

Market Cap

Scheme Name

INVESCO INDIA FOCUSED FUND - Growth

Edelweiss Focused Fund - Regular Plan - Growth

Others 6.36 7.35
Large Cap 55.62 77.53
Small Cap 13.34 1.19
Mid Cap 24.68 13.93

Sector Allocation

Scheme Name

INVESCO INDIA FOCUSED FUND - Growth

Edelweiss Focused Fund - Regular Plan - Growth

Others 6.36 2.37
IT - Software 8.73 -
Construction 5.28 8.14
Pharmaceuticals & Biotechnology 6.89 -
Banks 19.56 -
Electrical Equipment 8.13 -
Paper, Forest & Jute Products 4.33 -
Aerospace & Defense 3 -
Beverages 5.34 -
Consumer Durables 10.69 -
Agricultural, Commercial & Construction Vehicles 3.61 -
Healthcare Services 3.7 -
Transport Services 4.01 -
Retailing 10.37 -
Energy - 8.29
Consumer Staples - 2.84
Financial - 25.52
Healthcare - 4.09
Capital Goods - 14.88
Automobile - 6.74
Materials - 4.22
Consumer Discretionary - 2.88
Technology - 8.99
Services - 8.94
Metals & Mining - 2.1

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