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) | ₹7265 Cr | ₹2718 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 | 1.73% | 2.51% |
6 Month | 16.73% | 16.91% |
1 Year | -0.34% | 2.66% |
3 Year | 24.42% | 17.88% |
5 Year | - | - |
SIP Return Analysis
Scheme Name | INVESCO INDIA FOCUSED FUND - Growth | Canara Robeco Focused Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 3.43% | 5.09% |
1 Year | 9.94% | 14.05% |
3 Year | 24.56% | 18.07% |
5 Year | - | - |
Rolling Lumpsum Returns
Scheme Name | INVESCO INDIA FOCUSED FUND - Growth | Canara Robeco Focused Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 16.72% | 13.54% |
3 Year | 21.22% | 17.86% |
5 Year | - | - |
Risk Management
Scheme Name | INVESCO INDIA FOCUSED FUND - Growth | Canara Robeco Focused Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 14.98% | 12.31% |
Sharp | 1.00% | 0.80% |
Beta | 0.99% | 0.88% |
Alpha | 7.17% | 2.96% |
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 | 5.91 | 11.97 |
Large Cap | 56.19 | 71.24 |
Small Cap | 14.97 | 1.61 |
Mid Cap | 22.92 | 15.18 |
Sector Allocation
Scheme Name |
INVESCO INDIA FOCUSED FUND - Growth |
Canara Robeco Focused Fund - Regular Plan - Growth Option |
---|---|---|
Others | 5.91 | 5.01 |
Technology | 10.26 | 4.79 |
Industrials | 31.71 | 12.16 |
Healthcare | 10.32 | 13.15 |
Financial Services | 20.67 | 26 |
Basic Materials | 2.99 | 4.45 |
Consumer Cyclical | 14.18 | 19.75 |
Consumer Defensive | 3.95 | 5.26 |
Energy | - | 4.64 |
Communication Services | - | 4.78 |
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