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 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 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)	₹7280 Cr	₹1819 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 Fund-Regular Plan-Growth
1 Month	-1.18%	-
6 Month	8.64%	8.47%
1 Year	-1.07%	-3%
3 Year	24.38%	16.69%
5 Year	23.14%	19.81%

Scheme Name	INVESCO INDIA FOCUSED FUND - Growth	Tata Focused Fund-Regular Plan-Growth
6 Month	-0.05%	1.5%
1 Year	7.43%	7.95%
3 Year	22.3%	12.63%
5 Year	20.21%	13.98%

Scheme Name	INVESCO INDIA FOCUSED FUND - Growth	Tata Focused Fund-Regular Plan-Growth
1 Year	15.81%	18.6%
3 Year	21.67%	18.64%
5 Year	-	20.38%

Scheme Name	INVESCO INDIA FOCUSED FUND - Growth	Tata Focused Fund-Regular Plan-Growth
Standard Deviation	14.81%	12.87%
Sharp	1.06%	0.73%
Beta	0.99%	0.93%
Alpha	6.36%	0.66%

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

Scheme Name	INVESCO INDIA FOCUSED FUND - Growth	Tata Focused Fund-Regular Plan-Growth
Others	7.3	9.03
Large Cap	55.59	58.64
Small Cap	16.8	15.38
Mid Cap	20.32	16.95

Scheme Name	INVESCO INDIA FOCUSED FUND - Growth	Tata Focused Fund-Regular Plan-Growth
Others	7.3	6.62
Industrials	31.58	10.69
Healthcare	10.82	16.76
Financial Services	20.46	26.1
Basic Materials	2.85	2.36
Consumer Defensive	3.55	1.94
Technology	9.54	14.36
Consumer Cyclical	13.9	8.37
Energy	-	4.17
Real Estate	-	2.29
Utilities	-	6.34