HDFC Focused 30 Fund vs INVESCO INDIA FOCUSED FUND compare

Overview

Scheme Name	HDFC Focused 30 Fund - GROWTH PLAN	INVESCO INDIA FOCUSED FUND - Growth
Fund	HDFC Focused 30 Fund - GROWTH PLAN	INVESCO INDIA FOCUSED FUND - Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹14968 Cr	₹3293 Cr
Min Investment	₹100	₹1000
Min SIP Invesment	₹100	₹500
Min Addl Investment	₹100	₹1000
Launch Date	17 Sep 2004	29 Sep 2020
Category	Focused	Focused
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 500 TRI	BSE 500
Turn Over	24.96%	84%
Expense Ratio	1.68	1.91
Manager	Dhruv Muchhal	Hiten Jain
ISIN Code	INF179K01574	INF205KA1189
Exits Load	HDFC Focused 30 Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365	Invesco India Focused Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Scheme Name	HDFC Focused 30 Fund - GROWTH PLAN	INVESCO INDIA FOCUSED FUND - Growth
1 Month	-1.72%	1.8%
6 Month	3.02%	10.23%
1 Year	23.86%	43.21%
3 Year	24.17%	21.2%
5 Year	22.53%	-

Scheme Name	HDFC Focused 30 Fund - GROWTH PLAN	INVESCO INDIA FOCUSED FUND - Growth
6 Month	-	-
1 Year	16%	33.07%
3 Year	26.83%	35.78%
5 Year	28.04%	-

Scheme Name	HDFC Focused 30 Fund - GROWTH PLAN	INVESCO INDIA FOCUSED FUND - Growth
1 Year	15.41%	18.11%
3 Year	12.4%	21.21%
5 Year	11.56%	-

Scheme Name	HDFC Focused 30 Fund - GROWTH PLAN	INVESCO INDIA FOCUSED FUND - Growth
Standard Deviation	11.38%	14.15%
Sharp	1.69%	1.12%
Beta	0.77%	0.93%
Alpha	9.33%	4.7%

Scheme Name	HDFC Focused 30 Fund - GROWTH PLAN	INVESCO INDIA FOCUSED FUND - Growth
Name	Dhruv Muchhal	Hiten Jain
Total AUM	₹520687 Cr	₹4078 Cr
Fund Manage	40	4
	HDFC Focused 30 Fund - GROWTH PLAN	INVESCO INDIA FOCUSED FUND - Growth

Scheme Name	HDFC Focused 30 Fund - GROWTH PLAN	INVESCO INDIA FOCUSED FUND - Growth
Others	13.27	10.14
Large Cap	66.47	61.33
Small Cap	16.75	16.93
Mid Cap	3.51	11.6

Scheme Name	HDFC Focused 30 Fund - GROWTH PLAN	INVESCO INDIA FOCUSED FUND - Growth
Others	13.27	4.52
Telecom - Services	3.79	-
Banks	35.37	-
Realty	4.2	-
Agricultural, Commercial & Construction Vehicles	1.33	-
Pharmaceuticals & Biotechnology	7.92	-
Automobiles	8.52	-
Aerospace & Defense	0.57	-
Leisure Services	3.01	-
Ferrous Metals	1.74	-
Electrical Equipment	1.31	-
Healthcare Services	4.36	-
Insurance	4.55	-
Consumer Durables	1.7	-
Auto Components	2.28	-
IT - Software	4.63	-
Beverages	1.45	-
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