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) ₹3293 Cr ₹1848 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 1.91 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 Equity Fund-Regular Plan-Growth
1 Month 3.36% 0.35%
6 Month 10.85% 4.4%
1 Year 43.14% 18.58%
3 Year 21.82% 17.07%
5 Year - 18.32%

SIP Return Analysis

Scheme Name INVESCO INDIA FOCUSED FUND - Growth Tata Focused Equity Fund-Regular Plan-Growth
6 Month - -
1 Year 33.46% 13.26%
3 Year 35.25% 21.6%
5 Year - -

Rolling Lumpsum Returns

Scheme Name INVESCO INDIA FOCUSED FUND - Growth Tata Focused Equity Fund-Regular Plan-Growth
1 Year 18.11% 23.17%
3 Year 21.21% 19.75%
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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