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 Risk | Very High Risk |
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 | -2.51% | -5.62% |
6 Month | -7.5% | -11.22% |
1 Year | 15.11% | 2.28% |
3 Year | 18.66% | 11.88% |
5 Year | - | - |
SIP Return Analysis
Scheme Name | INVESCO INDIA FOCUSED FUND - Growth | HSBC Focused Fund - Regular Growth |
---|---|---|
6 Month | - | - |
1 Year | -4.93% | -11.92% |
3 Year | 23.21% | 12.37% |
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 | 15.574% | 15.111% |
Sharp | 0.78% | 0.486% |
Beta | 0.992% | 1.009% |
Alpha | 4.108% | -0.778% |
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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 |
Fund Manage | 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 | 6.65 | 6.31 |
Large Cap | 51.13 | 31.93 |
Small Cap | 14.69 | 35.99 |
Mid Cap | 27.53 | 25.77 |
Sector Allocation
Scheme Name |
INVESCO INDIA FOCUSED FUND - Growth |
HSBC Focused Fund - Regular Growth |
---|---|---|
Others | 6.65 | 6.31 |
IT - Software | 8.61 | 8.05 |
Construction | 4.89 | 2.03 |
Pharmaceuticals & Biotechnology | 7.45 | 10.08 |
Banks | 17.9 | 12.27 |
Electrical Equipment | 9.4 | 3.51 |
Paper, Forest & Jute Products | 4 | - |
Aerospace & Defense | 2.68 | - |
Beverages | 5.24 | - |
Consumer Durables | 11.36 | 11.95 |
Agricultural, Commercial & Construction Vehicles | 3.31 | - |
Healthcare Services | 3.55 | 4.84 |
Transport Services | 4.33 | - |
Retailing | 10.63 | 2.59 |
Diversified FMCG | - | 2.62 |
Chemicals & Petrochemicals | - | 2.4 |
Oil | - | 2.7 |
Financial Technology (Fintech) | - | 4.75 |
Industrial Manufacturing | - | 4.64 |
Fertilizers & Agrochemicals | - | 2.16 |
Finance | - | 5.59 |
Commercial Services & Supplies | - | 2.12 |
Capital Markets | - | 5.62 |
Textiles & Apparels | - | 2.27 |
Industrial Products | - | 3.5 |
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