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) | ₹2819 Cr | ₹1816 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 08 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 | 1.92 | 2.04 |
| Manager | Hiten Jain | Kapil Malhotra |
| ISIN Code | INF205KA1189 | INF277K010Y2 |
| Exits Load | Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 365 days/365 | For units in excess of 12% of the investment,1% will be charged for redemption within 365 Days./365 |
| Scheme Name | INVESCO INDIA FOCUSED FUND - Growth | Tata Focused Equity Fund-Regular Plan-Growth |
|---|---|---|
| 1 Month | 5.92% | 2.98% |
| 6 Month | 27.81% | 18.2% |
| 1 Year | 69.98% | 40.74% |
| 3 Year | 24.14% | 19.04% |
| 5 Year | - | - |
| Scheme Name | INVESCO INDIA FOCUSED FUND - Growth | Tata Focused Equity Fund-Regular Plan-Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 26.66% | 14.36% |
| 3 Year | 53.09% | 35.49% |
| 5 Year | 64.31% | 64.44% |
| Scheme Name | INVESCO INDIA FOCUSED FUND - Growth | Tata Focused Equity Fund-Regular Plan-Growth |
|---|---|---|
| 1 Year | 24.04% | 24.31% |
| 3 Year | 64.74% | 54.89% |
| 5 Year | 73.33% | 73.86% |
| 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 |
|---|---|---|
| Large Cap | 61.33 | 57.48 |
| Mid Cap | 11.6 | 21.53 |
| Small Cap | 16.93 | 16.32 |
| Others | 10.14 | 4.67 |
| Scheme Name |
INVESCO INDIA FOCUSED FUND - Growth |
Tata Focused Equity Fund-Regular Plan-Growth |
|---|---|---|
| Financial | 18.89 | 26.79 |
| Services | 16.17 | 12.47 |
| Construction | 6.32 | 5.14 |
| Technology | 9.49 | 9.76 |
| Capital Goods | 13.72 | 5.91 |
| Consumer Staples | 9.97 | - |
| Healthcare | 9.61 | 7.47 |
| Others | 4.52 | 4.67 |
| Consumer Discretionary | 3.98 | - |
| Unclassified | 3.94 | - |
| Automobile | 3.39 | 8.46 |
| Energy | - | 12.19 |
| Materials | - | 4.98 |
| Insurance | - | 2.16 |
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