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	Very High
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	2.77%	2.97%
6 Month	-7.03%	-9.21%
1 Year	15.04%	8.1%
3 Year	20.58%	13.57%
5 Year	-	24.13%

Scheme Name	INVESCO INDIA FOCUSED FUND - Growth	Tata Focused Equity Fund-Regular Plan-Growth
6 Month	-1.57%	-2.71%
1 Year	-3.23%	-9.36%
3 Year	25.37%	13.31%
5 Year	-	15.75%

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	15.823%	14.255%
Sharp	0.731%	0.518%
Beta	0.973%	0.995%
Alpha	5.017%	-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
Funds Managed	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	6.39	4.77
Large Cap	56.74	58.06
Small Cap	14.1	20.69
Mid Cap	22.77	16.49

Scheme Name	INVESCO INDIA FOCUSED FUND - Growth	Tata Focused Equity Fund-Regular Plan-Growth
Others	6.39	4.77
Technology	13.99	12.7
Industrials	26.95	13.18
Healthcare	10.98	7.4
Financial Services	17.84	28.27
Basic Materials	3.86	2.32
Consumer Cyclical	15.09	16.91
Consumer Defensive	4.89	-
Energy	-	4.04
Communication Services	-	1.99
Real Estate	-	2.06
Utilities	-	6.35