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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) | ₹7280 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 | -1.72% | 0.01% |
| 6 Month | 11.46% | 11.82% |
| 1 Year | -3.41% | -1.07% |
| 3 Year | 23.88% | 16.63% |
| 5 Year | 22.49% | 18.07% |
SIP Return Analysis
| Scheme Name | INVESCO INDIA FOCUSED FUND - Growth | Aditya Birla Sun Life Focused Equity Fund -Growth Option |
|---|---|---|
| 6 Month | -0.05% | 1.11% |
| 1 Year | 7.43% | 9.72% |
| 3 Year | 22.3% | 14.61% |
| 5 Year | 20.21% | 14.3% |
Rolling Lumpsum Returns
| Scheme Name | INVESCO INDIA FOCUSED FUND - Growth | Aditya Birla Sun Life Focused Equity Fund -Growth Option |
|---|---|---|
| 1 Year | 15.81% | 12.49% |
| 3 Year | 21.67% | 12.57% |
| 5 Year | - | 13.8% |
Risk Management
| Scheme Name | INVESCO INDIA FOCUSED FUND - Growth | Aditya Birla Sun Life Focused Equity Fund -Growth Option |
|---|---|---|
| Standard Deviation | 14.81% | 12.25% |
| Sharp | 1.06% | 0.79% |
| Beta | 0.99% | 0.91% |
| Alpha | 6.36% | 0.09% |
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 | 5.91 | 13.02 |
| Large Cap | 56.19 | 77.12 |
| Small Cap | 14.97 | 2.01 |
| Mid Cap | 22.92 | 7.84 |
Sector Allocation
| Scheme Name |
INVESCO INDIA FOCUSED FUND - Growth |
Aditya Birla Sun Life Focused Equity Fund -Growth Option |
|---|---|---|
| Others | 5.91 | 4.55 |
| Technology | 10.26 | 14.04 |
| Industrials | 31.71 | 6.24 |
| Healthcare | 10.32 | 2.42 |
| Financial Services | 20.67 | 28.37 |
| Basic Materials | 2.99 | 5.04 |
| Consumer Cyclical | 14.18 | 18.71 |
| Consumer Defensive | 3.95 | 4.3 |
| Energy | - | 5.89 |
| Real Estate | - | 2.7 |
| Communication Services | - | 4.63 |
| Utilities | - | 3.1 |
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