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INVESCO INDIA FOCUSED FUND vs Tata Focused Equity Fund compare
INVESCO INDIA FOCUSED FUND - Growth
Tata Focused Fund-Regular Plan-Growth
Chart Comparison
Overview
| Scheme Name | INVESCO INDIA FOCUSED FUND - Growth | Tata Focused Fund-Regular Plan-Growth |
|---|---|---|
| Fund | INVESCO INDIA FOCUSED FUND - Growth | Tata Focused Fund-Regular Plan-Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Average |
| Asset Size (Cr) | ₹4912 Cr | ₹1859 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 29 Sep 2020 | 05 Dec 2019 |
| Category | Focused | Focused |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 500 | NIFTY 500 TRI |
| Turn Over | 84% | 32.33% |
| Expense Ratio | 1.87 | 2.04 |
| Manager | Hiten Jain | Kapil Malhotra |
| ISIN Code | INF205KA1189 | INF277K010Y2 |
| 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 | Tata Focused Equity Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | INVESCO INDIA FOCUSED FUND - Growth | Tata Focused Fund-Regular Plan-Growth |
|---|---|---|
| 1 Month | -3.47% | -2.19% |
| 6 Month | -10.33% | -0.34% |
| 1 Year | -0.93% | 5.64% |
| 3 Year | 22% | 15.21% |
| 5 Year | 17.05% | 15.71% |
SIP Return Analysis
| Scheme Name | INVESCO INDIA FOCUSED FUND - Growth | Tata Focused Fund-Regular Plan-Growth |
|---|---|---|
| 6 Month | -3.07% | 1.1% |
| 1 Year | -3.03% | 9.57% |
| 3 Year | 13.73% | 10.49% |
| 5 Year | 15.85% | 12.6% |
Rolling Lumpsum Returns
| Scheme Name | INVESCO INDIA FOCUSED FUND - Growth | Tata Focused Fund-Regular Plan-Growth |
|---|---|---|
| 1 Year | 14.31% | 16.63% |
| 3 Year | 21.77% | 18.12% |
| 5 Year | 20.95% | 19.84% |
Risk Management
| Scheme Name | INVESCO INDIA FOCUSED FUND - Growth | Tata Focused Fund-Regular Plan-Growth |
|---|---|---|
| Standard Deviation | 14.15% | 12.55% |
| Sharp | 1% | 0.72% |
| Beta | 1% | 0.91% |
| Alpha | 4.09% | -0.98% |
Fund Managers
| Scheme Name | INVESCO INDIA FOCUSED FUND - Growth | Tata Focused Fund-Regular Plan-Growth |
|---|---|---|
| Name | Hiten Jain | Kapil Malhotra |
| Total AUM | ₹4078 Cr | ₹18472 Cr |
| Funds Managed | 4 | 7 |
| INVESCO INDIA FOCUSED FUND - Growth | Tata Focused Fund-Regular Plan-Growth |
Market Cap
| Scheme Name |
INVESCO INDIA FOCUSED FUND - Growth |
Tata Focused Fund-Regular Plan-Growth |
|---|---|---|
| Others | 24 | 8.24 |
| Large Cap | 53.05 | 70.39 |
| Small Cap | 10.57 | 9.88 |
| Mid Cap | 12.38 | 11.49 |
Sector Allocation
| Scheme Name |
INVESCO INDIA FOCUSED FUND - Growth |
Tata Focused Fund-Regular Plan-Growth |
|---|---|---|
| Others | 9.84 | 6.5 |
| Industrials | 27.43 | 9.64 |
| Healthcare | 5.13 | 13.16 |
| Financial Services | 26.35 | 26.48 |
| Real Estate | 2.42 | 2.74 |
| Consumer Cyclical | 13.74 | 11.25 |
| Consumer Defensive | 3.35 | 1.25 |
| Technology | 11.75 | 10.42 |
| Energy | - | 4.7 |
| Basic Materials | - | 7.44 |
| Communication Services | - | 0.83 |
| Utilities | - | 5.58 |
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