Edelweiss Focused Fund vs INVESCO INDIA FOCUSED FUND compare
INVESCO INDIA FOCUSED FUND - Growth
Edelweiss Focused Fund - Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | INVESCO INDIA FOCUSED FUND - Growth | Edelweiss Focused Fund - Regular Plan - Growth |
---|---|---|
Fund | INVESCO INDIA FOCUSED FUND - Growth | Edelweiss Focused Fund - Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹7265 Cr | ₹958 Cr |
Min Investment | ₹1000 | ₹100 |
Min SIP Invesment | ₹500 | ₹100 |
Min Addl Investment | ₹1000 | ₹100 |
Launch Date | 29 Sep 2020 | 01 Aug 2022 |
Category | Focused | Focused |
Fund Type | Open Ended | Open Ended |
Benchmark | BSE 500 | NIFTY 500 TRI |
Turn Over | 84% | 49% |
Expense Ratio | 1.87 | 2.24 |
Manager | Hiten Jain | Trideep Bhattacharya |
ISIN Code | INF205KA1189 | INF754K01OL0 |
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 | Edelweiss Focused Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | INVESCO INDIA FOCUSED FUND - Growth | Edelweiss Focused Fund - Regular Plan - Growth |
---|---|---|
1 Month | 0.71% | 3.01% |
6 Month | 16.1% | 13.25% |
1 Year | -0.66% | -2.9% |
3 Year | 23.27% | 16.27% |
5 Year | - | - |
SIP Return Analysis
Scheme Name | INVESCO INDIA FOCUSED FUND - Growth | Edelweiss Focused Fund - Regular Plan - Growth |
---|---|---|
6 Month | 3.43% | 3.35% |
1 Year | 9.94% | 8.15% |
3 Year | 24.56% | 15.88% |
5 Year | - | - |
Rolling Lumpsum Returns
Scheme Name | INVESCO INDIA FOCUSED FUND - Growth | Edelweiss Focused Fund - Regular Plan - Growth |
---|---|---|
1 Year | 16.72% | 26.4% |
3 Year | 21.22% | 17.39% |
5 Year | - | - |
Risk Management
Scheme Name | INVESCO INDIA FOCUSED FUND - Growth | Edelweiss Focused Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 14.98% | 13.16% |
Sharp | 1.00% | 0.69% |
Beta | 0.99% | 0.94% |
Alpha | 7.17% | 1.70% |
Fund Managers
Scheme Name | INVESCO INDIA FOCUSED FUND - Growth | Edelweiss Focused Fund - Regular Plan - Growth |
---|---|---|
Name | Hiten Jain | Trideep Bhattacharya |
Total AUM | ₹4078 Cr | ₹0 Cr |
Funds Managed | 4 | 9 |
INVESCO INDIA FOCUSED FUND - Growth | Edelweiss Focused Fund - Regular Plan - Growth |
Market Cap
Scheme Name |
INVESCO INDIA FOCUSED FUND - Growth |
Edelweiss Focused Fund - Regular Plan - Growth |
---|---|---|
Others | 2.78 | 8.53 |
Large Cap | 60.09 | 69.45 |
Small Cap | 12.89 | - |
Mid Cap | 24.24 | 22.02 |
Sector Allocation
Scheme Name |
INVESCO INDIA FOCUSED FUND - Growth |
Edelweiss Focused Fund - Regular Plan - Growth |
---|---|---|
Others | 2.78 | 2.02 |
Technology | 13.54 | 11.66 |
Industrials | 30.66 | 11.59 |
Healthcare | 10.34 | 4.09 |
Financial Services | 21.5 | 33.7 |
Basic Materials | 3.18 | 6.74 |
Consumer Cyclical | 14.11 | 14.9 |
Consumer Defensive | 3.89 | 4.24 |
Energy | - | 6.19 |
Real Estate | - | 1.62 |
Utilities | - | 3.24 |
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