Canara Robeco Focused Equity Fund vs INVESCO INDIA FOCUSED FUND compare
INVESCO INDIA FOCUSED FUND - Growth
Canara Robeco Focused Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | INVESCO INDIA FOCUSED FUND - Growth | Canara Robeco Focused Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | INVESCO INDIA FOCUSED FUND - Growth | Canara Robeco Focused Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Average |
| Asset Size (Cr) | ₹7448 Cr | ₹2857 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 29 Sep 2020 | 17 May 2021 |
| Category | Focused | Focused |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 500 | BSE 500 |
| Turn Over | 84% | 37% |
| Expense Ratio | 1.87 | 1.96 |
| Manager | Hiten Jain | Shridatta Bhandwaldar |
| ISIN Code | INF205KA1189 | INF760K01JT0 |
| 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 | Canara Robeco Focused Equity Fund - Regular Plan - 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 | Canara Robeco Focused Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | -2.5% | -0.29% |
| 6 Month | -2.5% | 5.93% |
| 1 Year | -5.8% | 3.95% |
| 3 Year | 20.43% | 16.43% |
| 5 Year | 19.79% | - |
SIP Return Analysis
| Scheme Name | INVESCO INDIA FOCUSED FUND - Growth | Canara Robeco Focused Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | -0.95% | 2.93% |
| 1 Year | 4.91% | 16.38% |
| 3 Year | 19.8% | 17.32% |
| 5 Year | 18.94% | - |
Rolling Lumpsum Returns
| Scheme Name | INVESCO INDIA FOCUSED FUND - Growth | Canara Robeco Focused Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 14.83% | 13.05% |
| 3 Year | 21.96% | 17.75% |
| 5 Year | 22.52% | - |
Risk Management
| Scheme Name | INVESCO INDIA FOCUSED FUND - Growth | Canara Robeco Focused Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 14.74% | 12.16% |
| Sharp | 1.01% | 0.84% |
| Beta | 0.98% | 0.88% |
| Alpha | 5.66% | 1.85% |
Fund Managers
| Scheme Name | INVESCO INDIA FOCUSED FUND - Growth | Canara Robeco Focused Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Hiten Jain | Shridatta Bhandwaldar |
| Total AUM | ₹4078 Cr | ₹69491 Cr |
| Funds Managed | 4 | 12 |
| INVESCO INDIA FOCUSED FUND - Growth | Canara Robeco Focused Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
INVESCO INDIA FOCUSED FUND - Growth |
Canara Robeco Focused Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 9.95 | 11.11 |
| Large Cap | 58.49 | 72.73 |
| Small Cap | 14.1 | 2.05 |
| Mid Cap | 17.47 | 14.11 |
Sector Allocation
| Scheme Name |
INVESCO INDIA FOCUSED FUND - Growth |
Canara Robeco Focused Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 6.14 | 3.72 |
| Industrials | 30.25 | 13.49 |
| Healthcare | 9.73 | 12.25 |
| Financial Services | 23.44 | 29.29 |
| Basic Materials | 2.99 | 4.6 |
| Consumer Defensive | 3.55 | 4.8 |
| Technology | 9.76 | 4.36 |
| Consumer Cyclical | 14.14 | 16.53 |
| Energy | - | 5.36 |
| Communication Services | - | 5.61 |
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