- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
Tax Calculator Calculate Amount of Tax Saving & Investment Amount
Retirement Calculator Retirement Corpus & Investment Amount
Compare Funds Comparison of fund details
All Calculator All Financial Calculators at your Fingertips
- Blogs
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
Aditya Birla Sun Life Focused Equity Fund vs INVESCO INDIA FOCUSED FUND compare
INVESCO INDIA FOCUSED FUND - Growth
Aditya Birla Sun Life Focused Equity Fund -Growth Option
Chart Comparison
Overview
| Scheme Name | INVESCO INDIA FOCUSED FUND - Growth | Aditya Birla Sun Life Focused Equity Fund -Growth Option |
|---|---|---|
| Fund | INVESCO INDIA FOCUSED FUND - Growth | Aditya Birla Sun Life Focused Equity Fund -Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹3361 Cr | ₹7354 Cr |
| Min Investment | ₹1000 | ₹1000 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 29 Sep 2020 | 24 Oct 2005 |
| Category | Focused | Focused |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 500 | NIFTY 500 TRI |
| Turn Over | 84% | 45% |
| Expense Ratio | 1.87 | 1.82 |
| Manager | Hiten Jain | Dhaval Joshi |
| ISIN Code | INF205KA1189 | INF209K01462 |
| 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 | Aditya Birla Sun Life Focused Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | INVESCO INDIA FOCUSED FUND - Growth | Aditya Birla Sun Life Focused Equity Fund -Growth Option |
|---|---|---|
| 1 Month | 2.19% | 1.24% |
| 6 Month | -4.73% | 0.56% |
| 1 Year | 12.53% | 9.28% |
| 3 Year | 26.3% | 18.92% |
| 5 Year | - | 21.84% |
SIP Return Analysis
| Scheme Name | INVESCO INDIA FOCUSED FUND - Growth | Aditya Birla Sun Life Focused Equity Fund -Growth Option |
|---|---|---|
| 6 Month | 8.73% | 8.4% |
| 1 Year | 11.58% | 10.49% |
| 3 Year | 28.68% | 18.17% |
| 5 Year | - | 16.95% |
Rolling Lumpsum Returns
| Scheme Name | INVESCO INDIA FOCUSED FUND - Growth | Aditya Birla Sun Life Focused Equity Fund -Growth Option |
|---|---|---|
| 1 Year | 18.19% | 12.74% |
| 3 Year | 20.8% | 12.42% |
| 5 Year | - | 13.62% |
Risk Management
| Scheme Name | INVESCO INDIA FOCUSED FUND - Growth | Aditya Birla Sun Life Focused Equity Fund -Growth Option |
|---|---|---|
| Standard Deviation | 15.823% | 12.25% |
| Sharp | 0.731% | 0.83% |
| Beta | 0.973% | 0.9% |
| Alpha | 5.017% | -0.11% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
| Scheme Name | INVESCO INDIA FOCUSED FUND - Growth | Aditya Birla Sun Life Focused Equity Fund -Growth Option |
|---|---|---|
| Name | Hiten Jain | Dhaval Joshi |
| Total AUM | ₹4078 Cr | ₹361932 Cr |
| Funds Managed | 4 | 55 |
| INVESCO INDIA FOCUSED FUND - Growth | Aditya Birla Sun Life Focused Equity Fund -Growth Option |
Market Cap
| Scheme Name |
INVESCO INDIA FOCUSED FUND - Growth |
Aditya Birla Sun Life Focused Equity Fund -Growth Option |
|---|---|---|
| Others | 6.39 | 2.82 |
| Large Cap | 56.74 | 82.09 |
| Small Cap | 14.1 | 1.96 |
| Mid Cap | 22.77 | 12.34 |
Sector Allocation
| Scheme Name |
INVESCO INDIA FOCUSED FUND - Growth |
Aditya Birla Sun Life Focused Equity Fund -Growth Option |
|---|---|---|
| Others | 6.39 | 2.82 |
| Technology | 13.99 | - |
| Industrials | 26.95 | - |
| Healthcare | 10.98 | - |
| Financial Services | 17.84 | - |
| Basic Materials | 3.86 | - |
| Consumer Cyclical | 15.09 | - |
| Consumer Defensive | 4.89 | - |
| Petroleum Products | - | 5.85 |
| IT - Software | - | 11.91 |
| Construction | - | 4.15 |
| Non - Ferrous Metals | - | 2.59 |
| Banks | - | 22.48 |
| Pharmaceuticals & Biotechnology | - | 3.08 |
| Automobiles | - | 7.36 |
| Insurance | - | 5.66 |
| Agricultural Food & other Products | - | 2.38 |
| Realty | - | 2.74 |
| Consumer Durables | - | 4.06 |
| Finance | - | 5.02 |
| Telecom - Services | - | 4.58 |
| Cement & Cement Products | - | 1.97 |
| Power | - | 3.65 |
| Transport Infrastructure | - | 1.99 |
| Retailing | - | 3.81 |
| Beverages | - | 3.11 |
Top Comparisons
Axis Global Equity Alpha Fund of Fund - Regular Plan - Growth Option
3Y Returns17.48%
Sundaram Global Brand Theme - Equity Active FOF Regular Growth
3Y Returns16.85%
PGIM India Equity Savings Fund - Growth Option
3Y Returns7.43%
Mirae Asset Equity Savings Fund- Regular Plan- Growth
3Y Returns12.34%
Aditya Birla Sun Life Liquid Fund-Institutional (Growth)
3Y Returns6.94%
Baroda BNP Paribas LIQUID FUND - Regular Plan - GROWTH OPTION
3Y Returns6.91%
Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth
3Y Returns26.9%
BANDHAN Infrastructure Fund - Regular Plan - Growth
3Y Returns32.56%
