INVESCO INDIA FOCUSED FUND vs Tata Focused Equity Fund compare

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INVESCO INDIA FOCUSED FUND - Growth

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Tata Focused Equity Fund-Regular Plan-Growth

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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	Tata Focused Equity Fund-Regular Plan-Growth
Fund	INVESCO INDIA FOCUSED FUND - Growth	Tata Focused Equity Fund-Regular Plan-Growth
Investment Plan	Growth	Growth
Level of Risk	Very High Risk	Very High Risk
Asset Size (Cr)	₹3361 Cr	₹1739 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

Scheme Name	INVESCO INDIA FOCUSED FUND - Growth	Tata Focused Equity Fund-Regular Plan-Growth
1 Month	-2.51%	-2.27%
6 Month	-7.5%	-11.02%
1 Year	15.11%	4.1%
3 Year	18.66%	13.38%
5 Year	-	16.12%

Scheme Name	INVESCO INDIA FOCUSED FUND - Growth	Tata Focused Equity Fund-Regular Plan-Growth
6 Month	-	-
1 Year	-3.07%	-8.26%
3 Year	24.14%	13.65%
5 Year	-	17.01%

Scheme Name	INVESCO INDIA FOCUSED FUND - Growth	Tata Focused Equity Fund-Regular Plan-Growth
1 Year	20.31%	22.62%
3 Year	21.04%	19.32%
5 Year	-	18.37%

Scheme Name	INVESCO INDIA FOCUSED FUND - Growth	Tata Focused Equity Fund-Regular Plan-Growth
Standard Deviation	15.574%	14.255%
Sharp	0.78%	0.518%
Beta	0.992%	0.995%
Alpha	4.108%	-0.625%

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Scheme Name	INVESCO INDIA FOCUSED FUND - Growth	Tata Focused Equity Fund-Regular Plan-Growth
Name	Hiten Jain	Kapil Malhotra
Total AUM	₹4078 Cr	₹18472 Cr
Fund Manage	4	7
	INVESCO INDIA FOCUSED FUND - Growth	Tata Focused Equity Fund-Regular Plan-Growth

Scheme Name	INVESCO INDIA FOCUSED FUND - Growth	Tata Focused Equity Fund-Regular Plan-Growth
Others	6.65	2.62
Large Cap	51.13	56.27
Small Cap	14.69	25.04
Mid Cap	27.53	16.07

Scheme Name	INVESCO INDIA FOCUSED FUND - Growth	Tata Focused Equity Fund-Regular Plan-Growth
Others	6.65	2.62
IT - Software	8.61	8.45
Construction	4.89	10.06
Pharmaceuticals & Biotechnology	7.45	5.39
Banks	17.9	22.3
Electrical Equipment	9.4	-
Paper, Forest & Jute Products	4	-
Aerospace & Defense	2.68	-
Beverages	5.24	-
Consumer Durables	11.36	5.43
Agricultural, Commercial & Construction Vehicles	3.31	3.01
Healthcare Services	3.55	1.99
Transport Services	4.33	-
Retailing	10.63	8.36
Petroleum Products	-	3.62
Auto Components	-	5.32
Insurance	-	1.94
Finance	-	2.1
Entertainment	-	2.22
Cement & Cement Products	-	2.15
Realty	-	2.3
Commercial Services & Supplies	-	3.97
Power	-	6.08
Leisure Services	-	2.69