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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) | ₹3361 Cr | ₹12350 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 | 5.78% | 3.94% |
| 6 Month | 1.65% | 4.62% |
| 1 Year | 13.84% | 10.64% |
| 3 Year | 27.13% | 13.11% |
| 5 Year | - | 17.99% |
SIP Return Analysis
| Scheme Name | INVESCO INDIA FOCUSED FUND - Growth | Axis Focused Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 6.08% | 7.07% |
| 1 Year | 7.71% | 8.34% |
| 3 Year | 28.5% | 14.11% |
| 5 Year | - | 11.13% |
Rolling Lumpsum Returns
| Scheme Name | INVESCO INDIA FOCUSED FUND - Growth | Axis Focused Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 20.31% | 14.68% |
| 3 Year | 21.04% | 14.5% |
| 5 Year | - | 13.74% |
Risk Management
| Scheme Name | INVESCO INDIA FOCUSED FUND - Growth | Axis Focused Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 15.823% | 15.748% |
| Sharp | 0.731% | -0.086% |
| Beta | 0.973% | 0.984% |
| Alpha | 5.017% | -7.923% |
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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 | 6.39 | 6.92 |
| Large Cap | 56.74 | 74.02 |
| Small Cap | 14.1 | - |
| Mid Cap | 22.77 | 19.06 |
Sector Allocation
| Scheme Name |
INVESCO INDIA FOCUSED FUND - Growth |
Axis Focused Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 6.39 | 6.92 |
| Technology | 13.99 | 7.04 |
| Industrials | 26.95 | 8.32 |
| Healthcare | 10.98 | 9.35 |
| Financial Services | 17.84 | 33.08 |
| Basic Materials | 3.86 | 6.1 |
| Consumer Cyclical | 15.09 | 11.66 |
| Consumer Defensive | 4.89 | 1.11 |
| Communication Services | - | 8.65 |
| Real Estate | - | 2.84 |
| Utilities | - | 4.95 |
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