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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) | ₹4801 Cr | ₹1881 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 | -4.55% | -1.07% |
| 6 Month | -5.23% | 3.03% |
| 1 Year | -9.85% | -2.45% |
| 3 Year | 20.61% | 14.02% |
| 5 Year | 18.62% | 16.37% |
SIP Return Analysis
| Scheme Name | INVESCO INDIA FOCUSED FUND - Growth | Tata Focused Fund-Regular Plan-Growth |
|---|---|---|
| 6 Month | -4.83% | 2.17% |
| 1 Year | -1.29% | 13.17% |
| 3 Year | 16.35% | 12.51% |
| 5 Year | 16.9% | 13.63% |
Rolling Lumpsum Returns
| Scheme Name | INVESCO INDIA FOCUSED FUND - Growth | Tata Focused Fund-Regular Plan-Growth |
|---|---|---|
| 1 Year | 14.83% | 17.17% |
| 3 Year | 21.96% | 18.34% |
| 5 Year | 22.52% | 20.03% |
Risk Management
| Scheme Name | INVESCO INDIA FOCUSED FUND - Growth | Tata Focused Fund-Regular Plan-Growth |
|---|---|---|
| Standard Deviation | 14.79% | 12.46% |
| Sharp | 0.97% | 0.59% |
| Beta | 0.99% | 0.90% |
| Alpha | 5.81% | -0.41% |
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 | 17.07 | 7.53 |
| Large Cap | 54.13 | 71.56 |
| Small Cap | 14.55 | 9.81 |
| Mid Cap | 14.25 | 11.1 |
Sector Allocation
| Scheme Name |
INVESCO INDIA FOCUSED FUND - Growth |
Tata Focused Fund-Regular Plan-Growth |
|---|---|---|
| Others | 8.38 | 5.77 |
| Industrials | 29.43 | 9.29 |
| Healthcare | 5.54 | 12.97 |
| Financial Services | 25.38 | 27.61 |
| Real Estate | 2.62 | 2.86 |
| Consumer Cyclical | 13.61 | 10.1 |
| Consumer Defensive | 3.37 | 1.84 |
| Technology | 11.67 | 12.83 |
| Energy | - | 4.63 |
| Basic Materials | - | 6.64 |
| Utilities | - | 5.47 |
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