Axis Focused Fund vs INVESCO INDIA FOCUSED FUND compare
INVESCO INDIA FOCUSED FUND - Growth
Axis Focused Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | INVESCO INDIA FOCUSED FUND - Growth | Axis Focused Fund - Regular Plan - Growth Option |
---|---|---|
Fund | INVESCO INDIA FOCUSED FUND - Growth | Axis Focused Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹4153 Cr | ₹13025 Cr |
Min Investment | ₹1000 | ₹100 |
Min SIP Invesment | ₹500 | ₹100 |
Min Addl Investment | ₹1000 | ₹100 |
Launch Date | 29 Sep 2020 | 29 Jun 2012 |
Category | Focused | Focused |
Fund Type | Open Ended | Open Ended |
Benchmark | BSE 500 | NIFTY 500 TRI |
Turn Over | 84% | 180% |
Expense Ratio | 1.87 | 1.74 |
Manager | Hiten Jain | Shreyash Devalkar |
ISIN Code | INF205KA1189 | INF846K01CH7 |
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 | Axis Focused Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | INVESCO INDIA FOCUSED FUND - Growth | Axis Focused Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | -0.97% | -2.06% |
6 Month | 10.49% | 9.71% |
1 Year | 6.13% | 3.43% |
3 Year | 25.11% | 10.42% |
5 Year | - | 14.18% |
SIP Return Analysis
Scheme Name | INVESCO INDIA FOCUSED FUND - Growth | Axis Focused Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 6.88% | 5.54% |
1 Year | 9.03% | 8.92% |
3 Year | 26.95% | 13.76% |
5 Year | - | 10.77% |
Rolling Lumpsum Returns
Scheme Name | INVESCO INDIA FOCUSED FUND - Growth | Axis Focused Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 18.19% | 14.14% |
3 Year | 20.8% | 14.35% |
5 Year | - | 13.84% |
Risk Management
Scheme Name | INVESCO INDIA FOCUSED FUND - Growth | Axis Focused Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 15.05% | 15.01% |
Sharp | 1.34% | 0.61% |
Beta | 0.95% | 0.97% |
Alpha | 6.66% | -4.68% |
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Fund Managers
Scheme Name | INVESCO INDIA FOCUSED FUND - Growth | Axis Focused Fund - Regular Plan - Growth Option |
---|---|---|
Name | Hiten Jain | Shreyash Devalkar |
Total AUM | ₹4078 Cr | ₹166770 Cr |
Funds Managed | 4 | 14 |
INVESCO INDIA FOCUSED FUND - Growth | Axis Focused Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
INVESCO INDIA FOCUSED FUND - Growth |
Axis Focused Fund - Regular Plan - Growth Option |
---|---|---|
Others | 3.39 | 13.46 |
Large Cap | 61.04 | 68.88 |
Small Cap | 13.72 | - |
Mid Cap | 21.85 | 17.66 |
Sector Allocation
Scheme Name |
INVESCO INDIA FOCUSED FUND - Growth |
Axis Focused Fund - Regular Plan - Growth Option |
---|---|---|
Others | 3.39 | 3.99 |
Technology | 13.92 | 5.39 |
Industrials | 31.36 | 10.43 |
Healthcare | 9.07 | 9.89 |
Financial Services | 21.27 | 35.03 |
Basic Materials | 4.16 | 4.66 |
Consumer Cyclical | 13.39 | 12.5 |
Consumer Defensive | 3.44 | 1.33 |
Communication Services | - | 9.31 |
Real Estate | - | 3.52 |
Utilities | - | 3.94 |
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