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) | ₹4801 Cr | ₹2890 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 | -0.55% | 0.29% |
| 6 Month | -4.91% | 2.79% |
| 1 Year | -4.27% | 7.49% |
| 3 Year | 22.46% | 18.42% |
| 5 Year | 17.82% | - |
SIP Return Analysis
| Scheme Name | INVESCO INDIA FOCUSED FUND - Growth | Canara Robeco Focused Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | -3.52% | 2.16% |
| 1 Year | -1.52% | 14.2% |
| 3 Year | 15.66% | 15.9% |
| 5 Year | 16.59% | - |
Rolling Lumpsum Returns
| Scheme Name | INVESCO INDIA FOCUSED FUND - Growth | Canara Robeco Focused Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 14.46% | 11.75% |
| 3 Year | 21.81% | 17.56% |
| 5 Year | 21.42% | - |
Risk Management
| Scheme Name | INVESCO INDIA FOCUSED FUND - Growth | Canara Robeco Focused Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 14.15% | 11.63% |
| Sharp | 1.03% | 0.88% |
| Beta | 0.99% | 0.89% |
| Alpha | 5.32% | 1.81% |
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 | 17.07 | 10.54 |
| Large Cap | 54.13 | 72.09 |
| Small Cap | 14.55 | 1.82 |
| Mid Cap | 14.25 | 15.55 |
Sector Allocation
| Scheme Name |
INVESCO INDIA FOCUSED FUND - Growth |
Canara Robeco Focused Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 8.38 | 3.63 |
| Industrials | 29.43 | 12.36 |
| Healthcare | 5.54 | 11.96 |
| Financial Services | 25.38 | 30.43 |
| Real Estate | 2.62 | 1.82 |
| Consumer Cyclical | 13.61 | 18.55 |
| Consumer Defensive | 3.37 | 2.58 |
| Technology | 11.67 | 4.6 |
| Energy | - | 5.64 |
| Communication Services | - | 5.93 |
| Basic Materials | - | 2.51 |
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