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Tata Focused Equity Fund vs INVESCO INDIA FOCUSED FUND compare
INVESCO INDIA FOCUSED FUND - Growth
Tata Focused Equity Fund-Regular Plan-Growth
Chart Comparison
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) | ₹3361 Cr | ₹1739 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 | 1.87 | 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 | 5.4% | 4.2% |
| 6 Month | -10.14% | -14.1% |
| 1 Year | 14.77% | 4.58% |
| 3 Year | 19.38% | 12.74% |
| 5 Year | - | 24.63% |
SIP Return Analysis
| Scheme Name | INVESCO INDIA FOCUSED FUND - Growth | Tata Focused Equity Fund-Regular Plan-Growth |
|---|---|---|
| 6 Month | -6.14% | -7.34% |
| 1 Year | -5.69% | -12.21% |
| 3 Year | 25.13% | 12.86% |
| 5 Year | - | 15.85% |
Rolling Lumpsum Returns
| Scheme Name | INVESCO INDIA FOCUSED FUND - Growth | Tata Focused Equity Fund-Regular Plan-Growth |
|---|---|---|
| 1 Year | 20.31% | 22.62% |
| 3 Year | 21.04% | 19.32% |
| 5 Year | - | 18.37% |
Risk Management
| Scheme Name | INVESCO INDIA FOCUSED FUND - Growth | Tata Focused Equity Fund-Regular Plan-Growth |
|---|---|---|
| Standard Deviation | 15.823% | 14.255% |
| Sharp | 0.731% | 0.518% |
| Beta | 0.973% | 0.995% |
| Alpha | 5.017% | -0.625% |
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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 |
| Funds Managed | 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 | 6.39 | 4.77 |
| Large Cap | 56.74 | 58.06 |
| Small Cap | 14.1 | 20.69 |
| Mid Cap | 22.77 | 16.49 |
Sector Allocation
| Scheme Name |
INVESCO INDIA FOCUSED FUND - Growth |
Tata Focused Equity Fund-Regular Plan-Growth |
|---|---|---|
| Others | 6.39 | 4.77 |
| Technology | 13.99 | 12.7 |
| Industrials | 26.95 | 13.18 |
| Healthcare | 10.98 | 7.4 |
| Financial Services | 17.84 | 28.27 |
| Basic Materials | 3.86 | 2.32 |
| Consumer Cyclical | 15.09 | 16.91 |
| Consumer Defensive | 4.89 | - |
| Energy | - | 4.04 |
| Communication Services | - | 1.99 |
| Real Estate | - | 2.06 |
| Utilities | - | 6.35 |
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