Nippon India Focused Equity Fund vs INVESCO INDIA FOCUSED FUND compare
Nippon India Focused Fund - Growth Plan -Growth Option
INVESCO INDIA FOCUSED FUND - Growth
Chart Comparison
Overview
Scheme Name | Nippon India Focused Fund - Growth Plan -Growth Option | INVESCO INDIA FOCUSED FUND - Growth |
---|---|---|
Fund | Nippon India Focused Fund - Growth Plan -Growth Option | INVESCO INDIA FOCUSED FUND - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Average | Very High |
Asset Size (Cr) | ₹8553 Cr | ₹3981 Cr |
Min Investment | ₹5000 | ₹1000 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 26 Dec 2006 | 29 Sep 2020 |
Category | Focused | Focused |
Fund Type | Open Ended | Open Ended |
Benchmark | BSE 500 | BSE 500 |
Turn Over | 59% | 84% |
Expense Ratio | 1.84 | 1.87 |
Manager | Vinay Sharma | Hiten Jain |
ISIN Code | INF204K01GE7 | INF205KA1189 |
Exits Load | Nippon India Focused Equity Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Invesco India Focused Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Nippon India Focused Fund - Growth Plan -Growth Option | INVESCO INDIA FOCUSED FUND - Growth |
---|---|---|
1 Month | 2.52% | 2.11% |
6 Month | 6.1% | -1.21% |
1 Year | 2.57% | 7.65% |
3 Year | 18.97% | 28.31% |
5 Year | 24.36% | - |
SIP Return Analysis
Scheme Name | Nippon India Focused Fund - Growth Plan -Growth Option | INVESCO INDIA FOCUSED FUND - Growth |
---|---|---|
6 Month | 10.39% | 9.01% |
1 Year | 13.57% | 11.86% |
3 Year | 16.47% | 27.79% |
5 Year | 17.4% | - |
Rolling Lumpsum Returns
Scheme Name | Nippon India Focused Fund - Growth Plan -Growth Option | INVESCO INDIA FOCUSED FUND - Growth |
---|---|---|
1 Year | 10.67% | 18.19% |
3 Year | 14.89% | 20.8% |
5 Year | 16.24% | - |
Risk Management
Scheme Name | Nippon India Focused Fund - Growth Plan -Growth Option | INVESCO INDIA FOCUSED FUND - Growth |
---|---|---|
Standard Deviation | 12.79% | 15.57% |
Sharp | 0.78% | 1.15% |
Beta | 0.91% | 0.96% |
Alpha | -0.4% | 6.94% |
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Fund Managers
Scheme Name | Nippon India Focused Fund - Growth Plan -Growth Option | INVESCO INDIA FOCUSED FUND - Growth |
---|---|---|
Name | Vinay Sharma | Hiten Jain |
Total AUM | ₹14183 Cr | ₹4078 Cr |
Funds Managed | 3 | 4 |
Nippon India Focused Fund - Growth Plan -Growth Option | INVESCO INDIA FOCUSED FUND - Growth |
Market Cap
Scheme Name |
Nippon India Focused Fund - Growth Plan -Growth Option |
INVESCO INDIA FOCUSED FUND - Growth |
---|---|---|
Others | 7.7 | 4.5 |
Large Cap | 54.06 | 60.67 |
Small Cap | 15.65 | 13.78 |
Mid Cap | 22.59 | 21.05 |
Sector Allocation
Scheme Name |
Nippon India Focused Fund - Growth Plan -Growth Option |
INVESCO INDIA FOCUSED FUND - Growth |
---|---|---|
Others | 7.7 | 4.5 |
Petroleum Products | 5.75 | - |
IT - Software | 4.12 | - |
IT - Services | 1.55 | - |
Finance | 6.65 | - |
Banks | 21.55 | - |
Cement & Cement Products | 2.97 | - |
Leisure Services | 6.36 | - |
Pharmaceuticals & Biotechnology | 5.47 | - |
Automobiles | 5.75 | - |
Entertainment | 1.06 | - |
Electrical Equipment | 3.28 | - |
Retailing | 8.02 | - |
Healthcare Services | 2.42 | - |
Auto Components | 4.37 | - |
Diversified | 3.26 | - |
Transport Services | 3.31 | - |
Industrial Manufacturing | 1.98 | - |
Capital Markets | 2.33 | - |
Insurance | 2.1 | - |
Technology | - | 13.25 |
Industrials | - | 30.71 |
Healthcare | - | 10.28 |
Financial Services | - | 20.91 |
Basic Materials | - | 3.88 |
Consumer Cyclical | - | 12.73 |
Consumer Defensive | - | 3.74 |
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