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) | ₹7280 Cr | ₹2571 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 | -1.18% | -0.41% |
6 Month | 8.64% | 5.89% |
1 Year | -1.07% | 0.18% |
3 Year | 24.38% | 18.23% |
5 Year | 23.14% | 18.14% |
SIP Return Analysis
Scheme Name | INVESCO INDIA FOCUSED FUND - Growth | DSP Focused Fund - Regular Plan - Growth |
---|---|---|
6 Month | 0.82% | 0.98% |
1 Year | 8.9% | 8.89% |
3 Year | 22.91% | 16.4% |
5 Year | 20.68% | 15.39% |
Rolling Lumpsum Returns
Scheme Name | INVESCO INDIA FOCUSED FUND - Growth | DSP Focused Fund - Regular Plan - Growth |
---|---|---|
1 Year | 15.81% | 9.86% |
3 Year | 21.67% | 13.48% |
5 Year | - | 12.95% |
Risk Management
Scheme Name | INVESCO INDIA FOCUSED FUND - Growth | DSP Focused Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 14.81% | 14.04% |
Sharp | 1.06% | 0.81% |
Beta | 0.99% | 0.92% |
Alpha | 6.36% | 1.13% |
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 | 7.3 | 20.98 |
Large Cap | 55.59 | 49.12 |
Small Cap | 16.8 | 17.47 |
Mid Cap | 20.32 | 12.43 |
Sector Allocation
Scheme Name |
INVESCO INDIA FOCUSED FUND - Growth |
DSP Focused Fund - Regular Plan - Growth |
---|---|---|
Others | 7.3 | 7.86 |
Industrials | 31.58 | 6.11 |
Healthcare | 10.82 | 8.28 |
Financial Services | 20.46 | 39.94 |
Basic Materials | 2.85 | 5.72 |
Consumer Defensive | 3.55 | 2 |
Technology | 9.54 | 11.41 |
Consumer Cyclical | 13.9 | 6.39 |
Energy | - | 3.81 |
Utilities | - | 1.9 |
Real Estate | - | 3.38 |
Communication Services | - | 3.2 |
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