- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
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) | ₹3981 Cr | ₹1796 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 | 2.11% | 3.91% |
| 6 Month | -1.21% | -2.3% |
| 1 Year | 7.65% | -0.25% |
| 3 Year | 28.31% | 19.93% |
| 5 Year | - | 22.23% |
SIP Return Analysis
| Scheme Name | INVESCO INDIA FOCUSED FUND - Growth | Tata Focused Fund-Regular Plan-Growth |
|---|---|---|
| 6 Month | 9.01% | 7.96% |
| 1 Year | 11.86% | 5.2% |
| 3 Year | 27.79% | 15.45% |
| 5 Year | - | 16.34% |
Rolling Lumpsum Returns
| Scheme Name | INVESCO INDIA FOCUSED FUND - Growth | Tata Focused Fund-Regular Plan-Growth |
|---|---|---|
| 1 Year | 18.19% | 20.84% |
| 3 Year | 20.8% | 18.86% |
| 5 Year | - | 19.02% |
Risk Management
| Scheme Name | INVESCO INDIA FOCUSED FUND - Growth | Tata Focused Fund-Regular Plan-Growth |
|---|---|---|
| Standard Deviation | 15.57% | 14.17% |
| Sharp | 1.15% | 0.72% |
| Beta | 0.96% | 0.94% |
| Alpha | 6.94% | -0.41% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 | 4.5 | 8.09 |
| Large Cap | 60.67 | 58.66 |
| Small Cap | 13.78 | 17.77 |
| Mid Cap | 21.05 | 15.48 |
Sector Allocation
| Scheme Name |
INVESCO INDIA FOCUSED FUND - Growth |
Tata Focused Fund-Regular Plan-Growth |
|---|---|---|
| Others | 4.5 | 8.09 |
| Technology | 13.25 | 14.36 |
| Industrials | 30.71 | 7.74 |
| Healthcare | 10.28 | 12.69 |
| Financial Services | 20.91 | 28.45 |
| Basic Materials | 3.88 | 2.2 |
| Consumer Cyclical | 12.73 | 11.58 |
| Consumer Defensive | 3.74 | 1.83 |
| Energy | - | 4.4 |
| Real Estate | - | 1.93 |
| Utilities | - | 6.75 |
Top Comparisons
ICICI Prudential Smallcap Fund - Growth
3Y Returns22.25%
Axis Small Cap Fund Regular Growth
3Y Returns24.78%
HDFC Infrastructure Fund - Growth Plan
3Y Returns36.14%
Tata Infrastructure Fund-Regular Plan- Growth Option
3Y Returns26.75%
ICICI Prudential Commodities Fund - Growth Option
3Y Returns25.03%
Edelweiss Recently Listed IPO Fund Regular Plan Growth
3Y Returns18.65%
Motilal Oswal Nifty Smallcap 250 Index - Regular Plan
3Y Returns28.97%
Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth
3Y Returns22.17%
