HSBC Focused Fund vs INVESCO INDIA FOCUSED FUND compare
INVESCO INDIA FOCUSED FUND - Growth
HSBC Focused Fund - Regular Growth
Chart Comparison
Overview
Scheme Name | INVESCO INDIA FOCUSED FUND - Growth | HSBC Focused Fund - Regular Growth |
---|---|---|
Fund | INVESCO INDIA FOCUSED FUND - Growth | HSBC Focused Fund - Regular Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹3361 Cr | ₹1628 Cr |
Min Investment | ₹1000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 29 Sep 2020 | 22 Jul 2020 |
Category | Focused | Focused |
Fund Type | Open Ended | Open Ended |
Benchmark | BSE 500 | NIFTY 500 TRI |
Turn Over | 84% | 95% |
Expense Ratio | 1.87 | 2.09 |
Manager | Hiten Jain | Cheenu Gupta |
ISIN Code | INF205KA1189 | INF336L01PE6 |
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 | HSBC Focused Fund - Regular Plan - 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 | HSBC Focused Fund - Regular Growth |
---|---|---|
1 Month | 6.44% | 6.96% |
6 Month | -10.58% | -14.12% |
1 Year | 14.77% | 3.54% |
3 Year | 19.91% | 13.03% |
5 Year | - | - |
SIP Return Analysis
Scheme Name | INVESCO INDIA FOCUSED FUND - Growth | HSBC Focused Fund - Regular Growth |
---|---|---|
6 Month | -6.14% | -9.18% |
1 Year | -5.69% | -13.45% |
3 Year | 25.13% | 12.64% |
5 Year | - | - |
Rolling Lumpsum Returns
Scheme Name | INVESCO INDIA FOCUSED FUND - Growth | HSBC Focused Fund - Regular Growth |
---|---|---|
1 Year | 20.31% | 21.56% |
3 Year | 21.04% | 18.11% |
5 Year | - | - |
Risk Management
Scheme Name | INVESCO INDIA FOCUSED FUND - Growth | HSBC Focused Fund - Regular Growth |
---|---|---|
Standard Deviation | 15.823% | 16.134% |
Sharp | 0.731% | 0.335% |
Beta | 0.973% | 1.037% |
Alpha | 5.017% | -1.531% |
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Fund Managers
Scheme Name | INVESCO INDIA FOCUSED FUND - Growth | HSBC Focused Fund - Regular Growth |
---|---|---|
Name | Hiten Jain | Cheenu Gupta |
Total AUM | ₹4078 Cr | ₹0 Cr |
Funds Managed | 4 | 9 |
INVESCO INDIA FOCUSED FUND - Growth | HSBC Focused Fund - Regular Growth |
Market Cap
Scheme Name |
INVESCO INDIA FOCUSED FUND - Growth |
HSBC Focused Fund - Regular Growth |
---|---|---|
Others | 6.39 | 11.94 |
Large Cap | 56.74 | 32.27 |
Small Cap | 14.1 | 35.21 |
Mid Cap | 22.77 | 20.59 |
Sector Allocation
Scheme Name |
INVESCO INDIA FOCUSED FUND - Growth |
HSBC Focused Fund - Regular Growth |
---|---|---|
Others | 6.39 | 9.93 |
Technology | 13.99 | 12.64 |
Industrials | 26.95 | 16.16 |
Healthcare | 10.98 | 13.33 |
Financial Services | 17.84 | 26.78 |
Basic Materials | 3.86 | 5.42 |
Consumer Cyclical | 15.09 | 9.48 |
Consumer Defensive | 4.89 | 3.03 |
Energy | - | 3.23 |
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