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) | ₹8464 Cr | ₹4202 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 | 1.23% | -1.64% |
| 6 Month | 6.74% | 3.07% |
| 1 Year | 4.27% | -2.48% |
| 3 Year | 14.04% | 21.61% |
| 5 Year | 21.18% | 21.72% |
SIP Return Analysis
| Scheme Name | Nippon India Focused Fund - Growth Plan -Growth Option | INVESCO INDIA FOCUSED FUND - Growth |
|---|---|---|
| 6 Month | 2.84% | -0.76% |
| 1 Year | 14.24% | 4.3% |
| 3 Year | 13.81% | 20.83% |
| 5 Year | 14.51% | 19.37% |
Rolling Lumpsum Returns
| Scheme Name | Nippon India Focused Fund - Growth Plan -Growth Option | INVESCO INDIA FOCUSED FUND - Growth |
|---|---|---|
| 1 Year | 10.22% | 15.81% |
| 3 Year | 14.95% | 21.67% |
| 5 Year | 16.49% | - |
Risk Management
| Scheme Name | Nippon India Focused Fund - Growth Plan -Growth Option | INVESCO INDIA FOCUSED FUND - Growth |
|---|---|---|
| Standard Deviation | 12.79% | 14.74% |
| Sharp | 0.69% | 1.01% |
| Beta | 0.91% | 0.98% |
| Alpha | -0.87% | 5.66% |
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 | 4.89 | 7.3 |
| Large Cap | 61.37 | 55.59 |
| Mid Cap | 20.85 | 20.32 |
| Small Cap | 12.89 | 16.8 |
Sector Allocation
| Scheme Name |
Nippon India Focused Fund - Growth Plan -Growth Option |
INVESCO INDIA FOCUSED FUND - Growth |
|---|---|---|
| Others | 4.89 | 7.3 |
| Energy | 5.58 | - |
| Technology | 4.86 | 9.54 |
| Financial Services | 33.01 | 20.46 |
| Basic Materials | 3.25 | 2.85 |
| Consumer Cyclical | 19.03 | 13.9 |
| Healthcare | 10.35 | 10.82 |
| Communication Services | 1.17 | - |
| Consumer Defensive | 3.08 | 3.55 |
| Industrials | 10.88 | 31.58 |
| Utilities | 3.9 | - |
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