Tata Focused Equity Fund vs INVESCO INDIA FOCUSED FUND compare
INVESCO INDIA FOCUSED FUND - Growth
Tata Focused Equity Fund-Regular Plan-Growth
Chart Comparison
| 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 |
| Scheme Name | INVESCO INDIA FOCUSED FUND - Growth | Tata Focused Equity Fund-Regular Plan-Growth |
|---|---|---|
| 1 Month | -9.3% | -6.52% |
| 6 Month | -0.46% | -5.57% |
| 1 Year | 24.71% | 8.83% |
| 3 Year | 17.12% | 12.98% |
| 5 Year | - | 16.84% |
| Scheme Name | INVESCO INDIA FOCUSED FUND - Growth | Tata Focused Equity Fund-Regular Plan-Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 11.05% | 1.77% |
| 3 Year | 28.61% | 17.53% |
| 5 Year | - | 19.2% |
| 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 | - | - |
| 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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| 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 |
| Scheme Name |
INVESCO INDIA FOCUSED FUND - Growth |
Tata Focused Equity Fund-Regular Plan-Growth |
|---|---|---|
| Others | 6.36 | 4.67 |
| Large Cap | 55.62 | 57.48 |
| Small Cap | 13.34 | 16.32 |
| Mid Cap | 24.68 | 21.53 |
| Scheme Name |
INVESCO INDIA FOCUSED FUND - Growth |
Tata Focused Equity Fund-Regular Plan-Growth |
|---|---|---|
| Others | 6.36 | 4.67 |
| IT - Software | 8.73 | - |
| Construction | 5.28 | 5.14 |
| Pharmaceuticals & Biotechnology | 6.89 | - |
| Banks | 19.56 | - |
| Electrical Equipment | 8.13 | - |
| Paper, Forest & Jute Products | 4.33 | - |
| Aerospace & Defense | 3 | - |
| Beverages | 5.34 | - |
| Consumer Durables | 10.69 | - |
| Agricultural, Commercial & Construction Vehicles | 3.61 | - |
| Healthcare Services | 3.7 | - |
| Transport Services | 4.01 | - |
| Retailing | 10.37 | - |
| Energy | - | 12.19 |
| Automobile | - | 8.46 |
| Materials | - | 4.98 |
| Financial | - | 26.79 |
| Healthcare | - | 7.47 |
| Insurance | - | 2.16 |
| Technology | - | 9.76 |
| Capital Goods | - | 5.91 |
| Services | - | 12.47 |
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