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) | ₹8420 Cr | ₹7265 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 | 3.07% | 1.73% |
6 Month | 17.45% | 16.73% |
1 Year | -0.77% | -0.34% |
3 Year | 14.57% | 24.42% |
5 Year | 21.89% | - |
SIP Return Analysis
Scheme Name | Nippon India Focused Fund - Growth Plan -Growth Option | INVESCO INDIA FOCUSED FUND - Growth |
---|---|---|
6 Month | 3.57% | 3.43% |
1 Year | 12.92% | 9.94% |
3 Year | 14.38% | 24.56% |
5 Year | 15.26% | - |
Rolling Lumpsum Returns
Scheme Name | Nippon India Focused Fund - Growth Plan -Growth Option | INVESCO INDIA FOCUSED FUND - Growth |
---|---|---|
1 Year | 10.41% | 16.72% |
3 Year | 15.09% | 21.22% |
5 Year | 16.39% | - |
Risk Management
Scheme Name | Nippon India Focused Fund - Growth Plan -Growth Option | INVESCO INDIA FOCUSED FUND - Growth |
---|---|---|
Standard Deviation | 12.79% | 14.98% |
Sharp | 0.61% | 1.00% |
Beta | 0.91% | 0.99% |
Alpha | -0.65% | 7.17% |
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 | 4.81 | 5.91 |
Large Cap | 59.02 | 56.19 |
Mid Cap | 22.48 | 22.92 |
Small Cap | 13.69 | 14.97 |
Sector Allocation
Scheme Name |
Nippon India Focused Fund - Growth Plan -Growth Option |
INVESCO INDIA FOCUSED FUND - Growth |
---|---|---|
Others | 4.81 | 5.91 |
Energy | 5.58 | - |
Technology | 4.98 | 10.26 |
Financial Services | 32.11 | 20.67 |
Basic Materials | 3.29 | 2.99 |
Consumer Cyclical | 19.99 | 14.18 |
Healthcare | 10.62 | 10.32 |
Communication Services | 1.23 | - |
Consumer Defensive | 2.41 | 3.95 |
Industrials | 11.22 | 31.71 |
Utilities | 3.77 | - |
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