INVESCO INDIA FOCUSED FUND vs Aditya Birla Sun Life Focused Equity Fund compare

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tortoise-icon INVESCO INDIA FOCUSED FUND - Growth

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tortoise-icon Aditya Birla Sun Life Focused Equity Fund -Growth Option

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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 Aditya Birla Sun Life Focused Equity Fund -Growth Option
Fund INVESCO INDIA FOCUSED FUND - Growth Aditya Birla Sun Life Focused Equity Fund -Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹3293 Cr ₹7729 Cr
Min Investment ₹1000 ₹1000
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹1000
Launch Date 29 Sep 2020 24 Oct 2005
Category Focused Focused
Fund Type Open Ended Open Ended
Benchmark BSE 500 NIFTY 500 TRI
Turn Over 84% 45%
Expense Ratio 1.91 1.82
Manager Hiten Jain Dhaval Joshi
ISIN Code INF205KA1189 INF209K01462
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 Aditya Birla Sun Life 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 Aditya Birla Sun Life Focused Equity Fund -Growth Option
1 Month 5.5% 0.35%
6 Month 11.24% 3.54%
1 Year 43.5% 19.07%
3 Year 21.55% 14.3%
5 Year - 16.46%

SIP Return Analysis

Scheme Name INVESCO INDIA FOCUSED FUND - Growth Aditya Birla Sun Life Focused Equity Fund -Growth Option
6 Month - -
1 Year 33.46% 11.08%
3 Year 35.25% 19.16%
5 Year - 19.01%

Rolling Lumpsum Returns

Scheme Name INVESCO INDIA FOCUSED FUND - Growth Aditya Birla Sun Life Focused Equity Fund -Growth Option
1 Year 18.11% 12.77%
3 Year 21.21% 12.19%
5 Year - 13.25%

Risk Management

Scheme Name INVESCO INDIA FOCUSED FUND - Growth Aditya Birla Sun Life Focused Equity Fund -Growth Option
Standard Deviation 14.15% 12.25%
Sharp 1.12% 0.66%
Beta 0.93% 0.93%
Alpha 4.7% -0.79%

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Fund Managers

Scheme Name INVESCO INDIA FOCUSED FUND - Growth Aditya Birla Sun Life Focused Equity Fund -Growth Option
Name Hiten Jain Dhaval Joshi
Total AUM ₹4078 Cr ₹361932 Cr
Fund Manage 4 55
INVESCO INDIA FOCUSED FUND - Growth Aditya Birla Sun Life Focused Equity Fund -Growth Option

Market Cap

Scheme Name

INVESCO INDIA FOCUSED FUND - Growth

Aditya Birla Sun Life Focused Equity Fund -Growth Option

Others 10.14 5.17
Large Cap 61.33 79.66
Mid Cap 11.6 12.51
Small Cap 16.93 2.27

Sector Allocation

Scheme Name

INVESCO INDIA FOCUSED FUND - Growth

Aditya Birla Sun Life Focused Equity Fund -Growth Option

Others 4.52 5.17
Technology 9.49 -
Construction 6.32 4.42
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 -
Petroleum Products - 4.8
IT - Software - 12.49
Diversified FMCG - 1.61
Non - Ferrous Metals - 1.7
Banks - 23.64
Pharmaceuticals & Biotechnology - 4.3
Automobiles - 7.91
Insurance - 5.47
Agricultural Food & other Products - 2.05
Realty - 2.5
Consumer Durables - 4.26
Finance - 4.67
Telecom - Services - 5.39
Cement & Cement Products - 1.74
Power - 4.59
Beverages - 2.9

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