BANDHAN Focused Equity Fund vs INVESCO INDIA FOCUSED FUND compare
Bandhan Focused Fund - Regular Plan - Growth
INVESCO INDIA FOCUSED FUND - Growth
Chart Comparison
Overview
| Scheme Name | Bandhan Focused Fund - Regular Plan - Growth | INVESCO INDIA FOCUSED FUND - Growth |
|---|---|---|
| Fund | Bandhan Focused Fund - Regular Plan - Growth | INVESCO INDIA FOCUSED FUND - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Very High |
| Asset Size (Cr) | ₹1974 Cr | ₹7280 Cr |
| Min Investment | ₹1000 | ₹1000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 16 Mar 2006 | 29 Sep 2020 |
| Category | Focused | Focused |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 500 | BSE 500 |
| Turn Over | 87% | 84% |
| Expense Ratio | 2.09 | 1.87 |
| Manager | Ritika Behera | Hiten Jain |
| ISIN Code | INF194K01466 | INF205KA1189 |
| Exits Load | Bandhan Focused Equity Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Invesco India 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 | Bandhan Focused Fund - Regular Plan - Growth | INVESCO INDIA FOCUSED FUND - Growth |
|---|---|---|
| 1 Month | 1.15% | -1.15% |
| 6 Month | 10.59% | 8.22% |
| 1 Year | 2.08% | -1.59% |
| 3 Year | 19.27% | 23.94% |
| 5 Year | 17.27% | 22.85% |
SIP Return Analysis
| Scheme Name | Bandhan Focused Fund - Regular Plan - Growth | INVESCO INDIA FOCUSED FUND - Growth |
|---|---|---|
| 6 Month | 1.87% | 0.82% |
| 1 Year | 9.89% | 8.9% |
| 3 Year | 17.84% | 22.91% |
| 5 Year | 16.23% | 20.68% |
Rolling Lumpsum Returns
| Scheme Name | Bandhan Focused Fund - Regular Plan - Growth | INVESCO INDIA FOCUSED FUND - Growth |
|---|---|---|
| 1 Year | 11.59% | 15.81% |
| 3 Year | 12.35% | 21.67% |
| 5 Year | 9.88% | - |
Risk Management
| Scheme Name | Bandhan Focused Fund - Regular Plan - Growth | INVESCO INDIA FOCUSED FUND - Growth |
|---|---|---|
| Standard Deviation | 13.89% | 14.81% |
| Sharp | 0.79% | 1.06% |
| Beta | 0.90% | 0.99% |
| Alpha | 2.50% | 6.36% |
Fund Managers
| Scheme Name | Bandhan Focused Fund - Regular Plan - Growth | INVESCO INDIA FOCUSED FUND - Growth |
|---|---|---|
| Name | Ritika Behera | Hiten Jain |
| Total AUM | ₹43013 Cr | ₹4078 Cr |
| Funds Managed | 19 | 4 |
| Bandhan Focused Fund - Regular Plan - Growth | INVESCO INDIA FOCUSED FUND - Growth |
Market Cap
| Scheme Name |
Bandhan Focused Fund - Regular Plan - Growth |
INVESCO INDIA FOCUSED FUND - Growth |
|---|---|---|
| Others | 2.27 | 7.3 |
| Large Cap | 50.93 | 55.59 |
| Small Cap | 31.5 | 16.8 |
| Mid Cap | 15.29 | 20.32 |
Sector Allocation
| Scheme Name |
Bandhan Focused Fund - Regular Plan - Growth |
INVESCO INDIA FOCUSED FUND - Growth |
|---|---|---|
| Others | 2.27 | 7.3 |
| Energy | 2.47 | - |
| Technology | 9.62 | 9.54 |
| Industrials | 3.54 | 31.58 |
| Financial Services | 35.83 | 20.46 |
| Consumer Cyclical | 4.57 | 13.9 |
| Consumer Defensive | 12.97 | 3.55 |
| Communication Services | 2.19 | - |
| Healthcare | 13.79 | 10.82 |
| Basic Materials | 3.26 | 2.85 |
| Utilities | 2.15 | - |
| Real Estate | 7.35 | - |
Top Comparisons
Motilal Oswal Nasdaq 100 Fund of Fund- Regular Plan Growth
3Y Returns37.69%
Sundaram Global Brand Theme - Equity Active FOF Regular Growth
3Y Returns22.31%
SBI Nifty Next 50 Index Fund - Regular Plan - Growth
3Y Returns17.8%
Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth
3Y Returns22.86%
ICICI Prudential Global Advantage Fund (FOF) - Growth Option
3Y Returns22.04%
Tata Nifty India Digital ETF Fund of Fund -Regular Plan-Growth
3Y Returns18.54%
HDFC Nifty 50 Index Fund - Growth Plan
3Y Returns14.56%
SBI Nifty Next 50 Index Fund - Regular Plan - Growth
3Y Returns17.8%