INVESCO INDIA FOCUSED FUND vs Aditya Birla Sun Life Focused Equity Fund compare
INVESCO INDIA FOCUSED FUND - Growth
Aditya Birla Sun Life Focused Equity Fund -Growth Option
Chart Comparison
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) | ₹3361 Cr | ₹7354 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 | 1.87 | 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 | 6.44% | 6.03% |
6 Month | -10.58% | -11.12% |
1 Year | 14.77% | 8.89% |
3 Year | 19.91% | 13.91% |
5 Year | - | 23.26% |
SIP Return Analysis
Scheme Name | INVESCO INDIA FOCUSED FUND - Growth | Aditya Birla Sun Life Focused Equity Fund -Growth Option |
---|---|---|
6 Month | -6.14% | -3.29% |
1 Year | -5.69% | -4.63% |
3 Year | 25.13% | 15.02% |
5 Year | - | 15.85% |
Rolling Lumpsum Returns
Scheme Name | INVESCO INDIA FOCUSED FUND - Growth | Aditya Birla Sun Life Focused Equity Fund -Growth Option |
---|---|---|
1 Year | 20.31% | 12.97% |
3 Year | 21.04% | 12.3% |
5 Year | - | 13.39% |
Risk Management
Scheme Name | INVESCO INDIA FOCUSED FUND - Growth | Aditya Birla Sun Life Focused Equity Fund -Growth Option |
---|---|---|
Standard Deviation | 15.823% | 12.25% |
Sharp | 0.731% | 0.46% |
Beta | 0.973% | 0.9% |
Alpha | 5.017% | 0.01% |
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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 |
Funds Managed | 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 | 6.39 | 4.67 |
Large Cap | 56.74 | 81.62 |
Small Cap | 14.1 | 1.83 |
Mid Cap | 22.77 | 11.89 |
Sector Allocation
Scheme Name |
INVESCO INDIA FOCUSED FUND - Growth |
Aditya Birla Sun Life Focused Equity Fund -Growth Option |
---|---|---|
Others | 6.39 | 1.69 |
Technology | 13.99 | 12.97 |
Industrials | 26.95 | 4.58 |
Healthcare | 10.98 | 3.5 |
Financial Services | 17.84 | 31.57 |
Basic Materials | 3.86 | 4.15 |
Consumer Cyclical | 15.09 | 16.44 |
Consumer Defensive | 4.89 | 7.52 |
Energy | - | 5.44 |
Real Estate | - | 2.79 |
Communication Services | - | 5.53 |
Utilities | - | 3.83 |
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