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) | ₹4912 Cr | ₹2869 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 | -5.56% | -3.72% |
| 6 Month | -11.96% | -1.45% |
| 1 Year | -2.39% | 8.26% |
| 3 Year | 19.83% | 16.34% |
| 5 Year | 15.56% | - |
SIP Return Analysis
| Scheme Name | INVESCO INDIA FOCUSED FUND - Growth | Canara Robeco Focused Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | -7.14% | -1.37% |
| 1 Year | -8.75% | 6.99% |
| 3 Year | 12.19% | 13.4% |
| 5 Year | 14.83% | - |
Rolling Lumpsum Returns
| Scheme Name | INVESCO INDIA FOCUSED FUND - Growth | Canara Robeco Focused Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 14.31% | 11.55% |
| 3 Year | 21.77% | 17.56% |
| 5 Year | 20.95% | - |
Risk Management
| Scheme Name | INVESCO INDIA FOCUSED FUND - Growth | Canara Robeco Focused Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 14.15% | 11.63% |
| Sharp | 1% | 0.93% |
| Beta | 1% | 0.89% |
| Alpha | 4.09% | 1.53% |
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 | 24 | 10.54 |
| Large Cap | 53.05 | 72.09 |
| Small Cap | 10.57 | 1.82 |
| Mid Cap | 12.38 | 15.55 |
Sector Allocation
| Scheme Name |
INVESCO INDIA FOCUSED FUND - Growth |
Canara Robeco Focused Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 9.84 | 3.63 |
| Industrials | 27.43 | 12.36 |
| Healthcare | 5.13 | 11.96 |
| Financial Services | 26.35 | 30.43 |
| Real Estate | 2.42 | 1.82 |
| Consumer Cyclical | 13.74 | 18.55 |
| Consumer Defensive | 3.35 | 2.58 |
| Technology | 11.75 | 4.6 |
| Energy | - | 5.64 |
| Communication Services | - | 5.93 |
| Basic Materials | - | 2.51 |
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