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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) | ₹7265 Cr | ₹7620 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 | 0.71% | 3.15% |
| 6 Month | 16.1% | 12.4% |
| 1 Year | -0.66% | -0.93% |
| 3 Year | 23.27% | 14.81% |
| 5 Year | - | 18.94% |
SIP Return Analysis
| Scheme Name | INVESCO INDIA FOCUSED FUND - Growth | Aditya Birla Sun Life Focused Equity Fund -Growth Option |
|---|---|---|
| 6 Month | 3.43% | 3.01% |
| 1 Year | 9.94% | 9.17% |
| 3 Year | 24.56% | 15.23% |
| 5 Year | - | 14.73% |
Rolling Lumpsum Returns
| Scheme Name | INVESCO INDIA FOCUSED FUND - Growth | Aditya Birla Sun Life Focused Equity Fund -Growth Option |
|---|---|---|
| 1 Year | 16.72% | 12.63% |
| 3 Year | 21.22% | 12.49% |
| 5 Year | - | 13.73% |
Risk Management
| Scheme Name | INVESCO INDIA FOCUSED FUND - Growth | Aditya Birla Sun Life Focused Equity Fund -Growth Option |
|---|---|---|
| Standard Deviation | 14.98% | 12.25% |
| Sharp | 1.00% | 0.69% |
| Beta | 0.99% | 0.91% |
| Alpha | 7.17% | 0.13% |
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 | 2.78 | 12.95 |
| Large Cap | 60.09 | 77.58 |
| Small Cap | 12.89 | 2.04 |
| Mid Cap | 24.24 | 7.44 |
Sector Allocation
| Scheme Name |
INVESCO INDIA FOCUSED FUND - Growth |
Aditya Birla Sun Life Focused Equity Fund -Growth Option |
|---|---|---|
| Others | 2.78 | 4.42 |
| Technology | 13.54 | 13.55 |
| Industrials | 30.66 | 6.28 |
| Healthcare | 10.34 | 2.82 |
| Financial Services | 21.5 | 30.55 |
| Basic Materials | 3.18 | 4.82 |
| Consumer Cyclical | 14.11 | 17.14 |
| Consumer Defensive | 3.89 | 4.32 |
| Energy | - | 5.69 |
| Real Estate | - | 2.4 |
| Communication Services | - | 4.62 |
| Utilities | - | 3.38 |
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