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 Risk | Very High Risk |
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 | -2.51% | -1.69% |
6 Month | -7.5% | -7.42% |
1 Year | 15.11% | 6.34% |
3 Year | 18.66% | 12.53% |
5 Year | - | 14.69% |
SIP Return Analysis
Scheme Name | INVESCO INDIA FOCUSED FUND - Growth | Aditya Birla Sun Life Focused Equity Fund -Growth Option |
---|---|---|
6 Month | - | - |
1 Year | -4.93% | -3.89% |
3 Year | 23.21% | 14.14% |
5 Year | - | 15.68% |
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 | 15.574% | 12.25% |
Sharp | 0.78% | 0.48% |
Beta | 0.992% | 0.92% |
Alpha | 4.108% | -0.92% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 | 6.65 | 5.17 |
Large Cap | 51.13 | 79.66 |
Small Cap | 14.69 | 2.27 |
Mid Cap | 27.53 | 12.51 |
Sector Allocation
Scheme Name |
INVESCO INDIA FOCUSED FUND - Growth |
Aditya Birla Sun Life Focused Equity Fund -Growth Option |
---|---|---|
Others | 6.65 | 5.17 |
IT - Software | 8.61 | 12.49 |
Construction | 4.89 | 4.42 |
Pharmaceuticals & Biotechnology | 7.45 | 4.3 |
Banks | 17.9 | 23.64 |
Electrical Equipment | 9.4 | - |
Paper, Forest & Jute Products | 4 | - |
Aerospace & Defense | 2.68 | - |
Beverages | 5.24 | 2.9 |
Consumer Durables | 11.36 | 4.26 |
Agricultural, Commercial & Construction Vehicles | 3.31 | - |
Healthcare Services | 3.55 | - |
Transport Services | 4.33 | - |
Retailing | 10.63 | - |
Petroleum Products | - | 4.8 |
Diversified FMCG | - | 1.61 |
Non - Ferrous Metals | - | 1.7 |
Automobiles | - | 7.91 |
Insurance | - | 5.47 |
Agricultural Food & other Products | - | 2.05 |
Realty | - | 2.5 |
Finance | - | 4.67 |
Telecom - Services | - | 5.39 |
Cement & Cement Products | - | 1.74 |
Power | - | 4.59 |
Top Comparisons
Tata Small Cap Fund-Regular Plan-Growth
3Y Returns20.36%
Axis Small Cap Fund - Regular Plan - Growth
3Y Returns16.34%
Invesco India Infrastructure Fund - Growth Option
3Y Returns21.68%
Tata Infrastructure Fund-Regular Plan- Growth Option
3Y Returns18.62%
Bandhan Multi Asset Allocation Fund - Reg (G)
3Y Returns0%
Sundaram Multi Asset Allocation Fund-Reg (G)
3Y Returns0%
Mahindra Manulife Small Cap Fund - Regular Plan - Growth
3Y Returns0%
Canara Robeco Small Cap Fund - Regular Plan - Growth Option
3Y Returns14.94%