INVESCO INDIA FOCUSED FUND vs Tata Focused Equity Fund compare

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tortoise-icon INVESCO INDIA FOCUSED FUND - Growth

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tortoise-icon 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 Very High
Asset Size (Cr) ₹2819 Cr ₹1816 Cr
Min Investment ₹1000 ₹5000
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹1000
Launch Date 08 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 1.92 2.04
Manager Hiten Jain Kapil Malhotra
ISIN Code INF205KA1189 INF277K010Y2
Exits Load Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 365 days/365 For units in excess of 12% of the investment,1% will be charged for redemption within 365 Days./365

Trailing Lumpsum Returns

Scheme Name INVESCO INDIA FOCUSED FUND - Growth Tata Focused Equity Fund-Regular Plan-Growth
1 Month 5.92% 2.98%
6 Month 27.81% 18.2%
1 Year 69.98% 40.74%
3 Year 24.14% 19.04%
5 Year - -

SIP Return Analysis

Scheme Name INVESCO INDIA FOCUSED FUND - Growth Tata Focused Equity Fund-Regular Plan-Growth
6 Month - -
1 Year 26.66% 14.36%
3 Year 53.09% 35.49%
5 Year 64.31% 64.44%

Rolling Lumpsum Returns

Scheme Name INVESCO INDIA FOCUSED FUND - Growth Tata Focused Equity Fund-Regular Plan-Growth
1 Year 18.04% 23.12%
3 Year 21.35% 19.81%
5 Year - -

Risk Management

Scheme Name INVESCO INDIA FOCUSED FUND - Growth Tata Focused Equity Fund-Regular Plan-Growth
Standard Deviation 14.15% 12.55%
Sharp 1.12% 0.97%
Beta 0.93% 0.96%
Alpha 4.7% -0.29%

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Fund Managers

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

Market Cap

Scheme Name

INVESCO INDIA FOCUSED FUND - Growth

Tata Focused Equity Fund-Regular Plan-Growth

Others 10.14 4.67
Large Cap 61.33 57.48
Mid Cap 11.6 21.53
Small Cap 16.93 16.32

Sector Allocation

Scheme Name

INVESCO INDIA FOCUSED FUND - Growth

Tata Focused Equity Fund-Regular Plan-Growth

Others 4.52 4.67
Technology 9.49 9.76
Construction 6.32 5.14
Consumer Staples 9.97 -
Financial 18.89 26.79
Capital Goods 13.72 5.91
Consumer Discretionary 3.98 -
Healthcare 9.61 7.47
Services 16.17 12.47
Automobile 3.39 8.46
Unclassified 3.94 -
Energy - 12.19
Materials - 4.98
Insurance - 2.16

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