INVESCO INDIA FOCUSED FUND vs DSP Focus Fund compare
INVESCO INDIA FOCUSED FUND - Growth
DSP Focus Fund - Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | INVESCO INDIA FOCUSED FUND - Growth | DSP Focus Fund - Regular Plan - Growth |
---|---|---|
Fund | INVESCO INDIA FOCUSED FUND - Growth | DSP Focus Fund - Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Low to Moderate |
Asset Size (Cr) | ₹3361 Cr | ₹2393 Cr |
Min Investment | ₹1000 | ₹100 |
Min SIP Invesment | ₹500 | ₹100 |
Min Addl Investment | ₹1000 | ₹100 |
Launch Date | 29 Sep 2020 | 10 Jun 2010 |
Category | Focused | Focused |
Fund Type | Open Ended | Open Ended |
Benchmark | BSE 500 | NIFTY 500 TRI |
Turn Over | 84% | 31% |
Expense Ratio | 1.87 | 2.03 |
Manager | Hiten Jain | Vinit Sambre |
ISIN Code | INF205KA1189 | INF740K01532 |
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 | DSP Focus Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | INVESCO INDIA FOCUSED FUND - Growth | DSP Focus Fund - Regular Plan - Growth |
---|---|---|
1 Month | 5.08% | 6.26% |
6 Month | -11.28% | -10.42% |
1 Year | 11.82% | 13.97% |
3 Year | 18.51% | 15.51% |
5 Year | - | 24.32% |
SIP Return Analysis
Scheme Name | INVESCO INDIA FOCUSED FUND - Growth | DSP Focus Fund - Regular Plan - Growth |
---|---|---|
6 Month | -6.14% | -1.31% |
1 Year | -5.69% | -0.89% |
3 Year | 25.13% | 18.95% |
5 Year | - | 17.37% |
Rolling Lumpsum Returns
Scheme Name | INVESCO INDIA FOCUSED FUND - Growth | DSP Focus Fund - Regular Plan - Growth |
---|---|---|
1 Year | 20.31% | 10.03% |
3 Year | 21.04% | 12.82% |
5 Year | - | 12.41% |
Risk Management
Scheme Name | INVESCO INDIA FOCUSED FUND - Growth | DSP Focus Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 15.823% | 14.04% |
Sharp | 0.731% | 0.55% |
Beta | 0.973% | 0.96% |
Alpha | 5.017% | 1.69% |
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Fund Managers
Scheme Name | INVESCO INDIA FOCUSED FUND - Growth | DSP Focus Fund - Regular Plan - Growth |
---|---|---|
Name | Hiten Jain | Vinit Sambre |
Total AUM | ₹4078 Cr | ₹31142 Cr |
Funds Managed | 4 | 3 |
INVESCO INDIA FOCUSED FUND - Growth | DSP Focus Fund - Regular Plan - Growth |
Market Cap
Scheme Name |
INVESCO INDIA FOCUSED FUND - Growth |
DSP Focus Fund - Regular Plan - Growth |
---|---|---|
Others | 6.39 | 6.07 |
Large Cap | 56.74 | 54.7 |
Small Cap | 14.1 | 18.89 |
Mid Cap | 22.77 | 20.34 |
Sector Allocation
Scheme Name |
INVESCO INDIA FOCUSED FUND - Growth |
DSP Focus Fund - Regular Plan - Growth |
---|---|---|
Others | 6.39 | 6.07 |
Technology | 13.99 | 11 |
Industrials | 26.95 | 6.39 |
Healthcare | 10.98 | 12.15 |
Financial Services | 17.84 | 30.6 |
Basic Materials | 3.86 | 10.18 |
Consumer Cyclical | 15.09 | 9.11 |
Consumer Defensive | 4.89 | 2.5 |
Energy | - | 3.15 |
Utilities | - | 2.05 |
Real Estate | - | 3.83 |
Communication Services | - | 2.97 |
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