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) ₹2819 Cr ₹7642 Cr
Min Investment ₹1000 ₹1000
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹1000
Launch Date 08 Sep 2020 05 Oct 2005
Category Focused Focused
Fund Type Open Ended Open Ended
Benchmark BSE 500 NIFTY 500 TRI
Turn Over 84% 45%
Expense Ratio 1.92 1.82
Manager Hiten Jain Dhaval Joshi
ISIN Code INF205KA1189 INF209K01462
Exits Load Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 365 days/365 Exit load of 1%, if redeemed within 90 days./365

Trailing Lumpsum Returns

Scheme Name INVESCO INDIA FOCUSED FUND - Growth Aditya Birla Sun Life Focused Equity Fund -Growth Option
1 Month -3.26% -6.12%
6 Month 17.2% 10.69%
1 Year 57.19% 30.52%
3 Year 18.69% 11.67%
5 Year - 16.95%

SIP Return Analysis

Scheme Name INVESCO INDIA FOCUSED FUND - Growth Aditya Birla Sun Life Focused Equity Fund -Growth Option
6 Month - -
1 Year 38.38% 20.93%
3 Year 34.15% 21.14%
5 Year - 20.03%

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% 0.57%
Beta 0.93% 0.93%
Alpha 4.7% -0.96%

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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 3.32
Large Cap 61.33 82.9
Mid Cap 11.6 11.95
Small Cap 16.93 1.84

Sector Allocation

Scheme Name

INVESCO INDIA FOCUSED FUND - Growth

Aditya Birla Sun Life Focused Equity Fund -Growth Option

Others 4.52 2.93
Technology 9.49 10.52
Construction 6.32 9.13
Consumer Staples 9.97 6.37
Financial 18.89 33.34
Capital Goods 13.72 -
Consumer Discretionary 3.98 4
Healthcare 9.61 4.04
Services 16.17 -
Automobile 3.39 8.17
Unclassified 3.94 -
Communication - 5.74
Energy - 9.17
Materials - 3.82
Insurance - 2.78

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