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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) | ₹4202 Cr | ₹12257 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% | 3.43% |
| 6 Month | 5.06% | 7.2% |
| 1 Year | 0.83% | 5.66% |
| 3 Year | 22.46% | 11.21% |
| 5 Year | 22.69% | 12.99% |
SIP Return Analysis
| Scheme Name | INVESCO INDIA FOCUSED FUND - Growth | Axis Focused Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | -1.86% | -0.59% |
| 1 Year | 2.17% | 5.48% |
| 3 Year | 20.15% | 10.46% |
| 5 Year | 19.01% | 8.3% |
Rolling Lumpsum Returns
| Scheme Name | INVESCO INDIA FOCUSED FUND - Growth | Axis Focused Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 15.81% | 13.08% |
| 3 Year | 21.67% | 14.22% |
| 5 Year | - | 13.94% |
Risk Management
| Scheme Name | INVESCO INDIA FOCUSED FUND - Growth | Axis Focused Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 14.74% | 13.40% |
| Sharp | 1.01% | 0.37% |
| Beta | 0.98% | 0.92% |
| Alpha | 5.66% | -3.77% |
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 | 7.3 | 14.31 |
| Large Cap | 55.59 | 66.71 |
| Small Cap | 16.8 | 0.95 |
| Mid Cap | 20.32 | 18.03 |
Sector Allocation
| Scheme Name |
INVESCO INDIA FOCUSED FUND - Growth |
Axis Focused Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 7.3 | 4.84 |
| Industrials | 31.58 | 11.87 |
| Healthcare | 10.82 | 11.62 |
| Financial Services | 20.46 | 33.39 |
| Basic Materials | 2.85 | 3.74 |
| Consumer Defensive | 3.55 | 1.35 |
| Technology | 9.54 | 4.65 |
| Consumer Cyclical | 13.9 | 13.53 |
| Communication Services | - | 8.58 |
| Real Estate | - | 3.41 |
| Utilities | - | 3.03 |
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