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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) ₹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 2.2% 1.74%
6 Month -5.46% -0.53%
1 Year 10.41% 8.2%
3 Year 27.29% 19.7%
5 Year - 21.67%

SIP Return Analysis

Scheme Name INVESCO INDIA FOCUSED FUND - Growth Aditya Birla Sun Life Focused Equity Fund -Growth Option
6 Month 7.74% 7.31%
1 Year 6.97% 7.89%
3 Year 26.99% 17.25%
5 Year - 16.37%

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%

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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
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

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