DSP Focus Fund vs INVESCO INDIA FOCUSED FUND compare
INVESCO INDIA FOCUSED FUND - Growth
DSP Focused Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | INVESCO INDIA FOCUSED FUND - Growth | DSP Focused Fund - Regular Plan - Growth |
|---|---|---|
| Fund | INVESCO INDIA FOCUSED FUND - Growth | DSP Focused Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Average |
| Asset Size (Cr) | ₹7448 Cr | ₹2638 Cr |
| Min Investment | ₹1000 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 29 Sep 2020 | 10 Jun 2010 |
| Category | Focused | Focused |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 500 | NIFTY 500 TRI |
| Turn Over | 84% | 31% |
| Expense Ratio | 1.87 | 2.04 |
| Manager | Hiten Jain | Vinit Sambre |
| ISIN Code | INF205KA1189 | INF740K01532 |
| 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 | DSP Focus Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | INVESCO INDIA FOCUSED FUND - Growth | DSP Focused Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | -2.57% | 2.02% |
| 6 Month | -3.47% | 5.12% |
| 1 Year | -6.55% | 4.39% |
| 3 Year | 20.39% | 18.06% |
| 5 Year | 19.76% | 16.04% |
SIP Return Analysis
| Scheme Name | INVESCO INDIA FOCUSED FUND - Growth | DSP Focused Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | -3.09% | 4.33% |
| 1 Year | 0.42% | 15.66% |
| 3 Year | 17.55% | 16.94% |
| 5 Year | 17.55% | 15.67% |
Rolling Lumpsum Returns
| Scheme Name | INVESCO INDIA FOCUSED FUND - Growth | DSP Focused Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 14.83% | 9.63% |
| 3 Year | 21.96% | 13.75% |
| 5 Year | 22.52% | 13.13% |
Risk Management
| Scheme Name | INVESCO INDIA FOCUSED FUND - Growth | DSP Focused Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 14.79% | 13.42% |
| Sharp | 0.97% | 0.83% |
| Beta | 0.99% | 0.94% |
| Alpha | 5.81% | 2.98% |
Fund Managers
| Scheme Name | INVESCO INDIA FOCUSED FUND - Growth | DSP Focused Fund - Regular Plan - Growth |
|---|---|---|
| Name | Hiten Jain | Vinit Sambre |
| Total AUM | ₹4078 Cr | ₹31142 Cr |
| Funds Managed | 4 | 3 |
| INVESCO INDIA FOCUSED FUND - Growth | DSP Focused Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
INVESCO INDIA FOCUSED FUND - Growth |
DSP Focused Fund - Regular Plan - Growth |
|---|---|---|
| Others | 9.95 | 6.87 |
| Large Cap | 58.49 | 54.62 |
| Small Cap | 14.1 | 19.13 |
| Mid Cap | 17.47 | 18.62 |
Sector Allocation
| Scheme Name |
INVESCO INDIA FOCUSED FUND - Growth |
DSP Focused Fund - Regular Plan - Growth |
|---|---|---|
| Others | 6.14 | 6.87 |
| Industrials | 30.25 | - |
| Healthcare | 9.73 | - |
| Financial Services | 23.44 | - |
| Basic Materials | 2.99 | - |
| Consumer Defensive | 3.55 | - |
| Technology | 9.76 | - |
| Consumer Cyclical | 14.14 | - |
| IT - Software | - | 9.58 |
| Capital Markets | - | 1.42 |
| Petroleum Products | - | 3.9 |
| Pharmaceuticals & Biotechnology | - | 5.26 |
| Banks | - | 20.27 |
| Finance | - | 15.07 |
| Insurance | - | 3.57 |
| Gas | - | 1.92 |
| Industrial Products | - | 6.39 |
| Automobiles | - | 1.62 |
| Fertilizers & Agrochemicals | - | 2.56 |
| Realty | - | 3.57 |
| Leisure Services | - | 1.87 |
| Consumer Durables | - | 4.4 |
| Telecom - Services | - | 4.01 |
| Healthcare Services | - | 2.43 |
| Food Products | - | 2.07 |
| Auto Components | - | 2.46 |
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