Aditya Birla Sun Life Focused Equity Fund vs INVESCO INDIA FOCUSED FUND compare

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tortoise-icon INVESCO INDIA FOCUSED FUND - Growth

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tortoise-icon Aditya Birla Sun Life Focused Equity Fund -Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹3293 Cr ₹7729 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 1.91 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 -9.88% -5.03%
6 Month -0.41% -3.63%
1 Year 29.08% 15.06%
3 Year 16.3% 11.05%
5 Year - 15.37%

SIP Return Analysis

Scheme Name INVESCO INDIA FOCUSED FUND - Growth Aditya Birla Sun Life Focused Equity Fund -Growth Option
6 Month - -
1 Year 11.05% 3.77%
3 Year 28.61% 16.85%
5 Year - 17.49%

Rolling Lumpsum Returns

Scheme Name INVESCO INDIA FOCUSED FUND - Growth Aditya Birla Sun Life Focused Equity Fund -Growth Option
1 Year 18.11% 12.77%
3 Year 21.21% 12.19%
5 Year - 13.25%

Risk Management

Scheme Name INVESCO INDIA FOCUSED FUND - Growth Aditya Birla Sun Life Focused Equity Fund -Growth Option
Standard Deviation 14.15% 12.25%
Sharp 1.12% 0.52%
Beta 0.93% 0.93%
Alpha 4.7% -0.95%

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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
Fund Manage 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 6.36 5.17
Large Cap 55.62 79.66
Small Cap 13.34 2.27
Mid Cap 24.68 12.51

Sector Allocation

Scheme Name

INVESCO INDIA FOCUSED FUND - Growth

Aditya Birla Sun Life Focused Equity Fund -Growth Option

Others 6.36 5.17
IT - Software 8.73 12.49
Construction 5.28 4.42
Pharmaceuticals & Biotechnology 6.89 4.3
Banks 19.56 23.64
Electrical Equipment 8.13 -
Paper, Forest & Jute Products 4.33 -
Aerospace & Defense 3 -
Beverages 5.34 2.9
Consumer Durables 10.69 4.26
Agricultural, Commercial & Construction Vehicles 3.61 -
Healthcare Services 3.7 -
Transport Services 4.01 -
Retailing 10.37 -
Petroleum Products - 4.8
Diversified FMCG - 1.61
Non - Ferrous Metals - 1.7
Automobiles - 7.91
Insurance - 5.47
Agricultural Food & other Products - 2.05
Realty - 2.5
Finance - 4.67
Telecom - Services - 5.39
Cement & Cement Products - 1.74
Power - 4.59

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