Edelweiss Focused Fund vs INVESCO INDIA FOCUSED FUND compare
INVESCO INDIA FOCUSED FUND - Growth
Edelweiss Focused Fund - Regular Plan - Growth
Chart Comparison
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) | ₹3361 Cr | ₹897 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 | 1.87 | 2.24 |
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 | 2.05% | 2.1% |
6 Month | -4.62% | -3.12% |
1 Year | 9.54% | 9.5% |
3 Year | 21.49% | - |
5 Year | - | - |
SIP Return Analysis
Scheme Name | INVESCO INDIA FOCUSED FUND - Growth | Edelweiss Focused Fund - Regular Plan - Growth |
---|---|---|
6 Month | -1.57% | -0.95% |
1 Year | -3.23% | -4.65% |
3 Year | 25.37% | - |
5 Year | - | - |
Rolling Lumpsum Returns
Scheme Name | INVESCO INDIA FOCUSED FUND - Growth | Edelweiss Focused Fund - Regular Plan - Growth |
---|---|---|
1 Year | 20.31% | 33.15% |
3 Year | 21.04% | - |
5 Year | - | - |
Risk Management
Scheme Name | INVESCO INDIA FOCUSED FUND - Growth | Edelweiss Focused Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 15.823% | - |
Sharp | 0.731% | - |
Beta | 0.973% | - |
Alpha | 5.017% | - |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 |
Funds Managed | 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 | 6.39 | 6.4 |
Large Cap | 56.74 | 67.43 |
Small Cap | 14.1 | 3.43 |
Mid Cap | 22.77 | 22.74 |
Sector Allocation
Scheme Name |
INVESCO INDIA FOCUSED FUND - Growth |
Edelweiss Focused Fund - Regular Plan - Growth |
---|---|---|
Others | 6.39 | 3.35 |
Technology | 13.99 | 14.64 |
Industrials | 26.95 | 14.09 |
Healthcare | 10.98 | 4.37 |
Financial Services | 17.84 | 30.14 |
Basic Materials | 3.86 | 3.52 |
Consumer Cyclical | 15.09 | 16.75 |
Consumer Defensive | 4.89 | 3.88 |
Energy | - | 4.44 |
Real Estate | - | 2.1 |
Utilities | - | 2.71 |
Top Comparisons
ICICI Prudential Equity Arbitrage Fund - Growth
3Y Returns6.75%
HSBC Arbitrage Fund - Regular Growth
3Y Returns6.5%
Aditya Birla Sun Life Small Cap Fund - GROWTH
3Y Returns14.71%
Edelweiss Small Cap Fund - Regular Plan - Growth
3Y Returns18.27%
INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth
3Y Returns15.59%
Quant Absolute Fund-Growth
3Y Returns12.05%
HSBC Ultra Short Duration Fund - Regular Growth
3Y Returns6.79%
DSP Ultra Short Fund - Regular Plan - Growth
3Y Returns6.42%