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 | ₹4199 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 | -1.6% | 0.6% |
6 Month | 10.68% | 13.47% |
1 Year | 7.03% | 5.16% |
3 Year | 17.71% | 23.93% |
5 Year | 17.78% | - |
SIP Return Analysis
Scheme Name | Bandhan Focused Fund - Regular Plan - Growth | INVESCO INDIA FOCUSED FUND - Growth |
---|---|---|
6 Month | 4.95% | 5.17% |
1 Year | 6.2% | 7.6% |
3 Year | 18.56% | 25.25% |
5 Year | 16.48% | - |
Rolling Lumpsum Returns
Scheme Name | Bandhan Focused Fund - Regular Plan - Growth | INVESCO INDIA FOCUSED FUND - Growth |
---|---|---|
1 Year | 11.83% | 16.72% |
3 Year | 12.31% | 21.22% |
5 Year | 9.8% | - |
Risk Management
Scheme Name | Bandhan Focused Fund - Regular Plan - Growth | INVESCO INDIA FOCUSED FUND - Growth |
---|---|---|
Standard Deviation | 13.73% | 14.79% |
Sharp | 0.87% | 1.16% |
Beta | 0.88% | 0.97% |
Alpha | 3.12% | 7.32% |
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 | 3.69 | 2.78 |
Large Cap | 53.11 | 60.09 |
Small Cap | 25.2 | 12.89 |
Mid Cap | 18 | 24.24 |
Sector Allocation
Scheme Name |
Bandhan Focused Fund - Regular Plan - Growth |
INVESCO INDIA FOCUSED FUND - Growth |
---|---|---|
Others | 3.69 | 2.78 |
Energy | 2.87 | - |
Technology | 10.85 | 13.54 |
Industrials | 3.52 | 30.66 |
Financial Services | 37.92 | 21.5 |
Consumer Cyclical | 4.17 | 14.11 |
Consumer Defensive | 9.19 | 3.89 |
Communication Services | 2.23 | - |
Healthcare | 12.27 | 10.34 |
Basic Materials | 3.15 | 3.18 |
Utilities | 2.62 | - |
Real Estate | 7.52 | - |
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