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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) | ₹4202 Cr | ₹989 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 | 1.19% | 3.55% |
| 6 Month | 5.03% | 6.53% |
| 1 Year | 0.65% | 3.24% |
| 3 Year | 22.31% | 16.88% |
| 5 Year | 22.95% | - |
SIP Return Analysis
| Scheme Name | INVESCO INDIA FOCUSED FUND - Growth | Edelweiss Focused Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | -1.87% | -0.42% |
| 1 Year | 2.05% | 3.68% |
| 3 Year | 19.99% | 12.67% |
| 5 Year | 18.98% | - |
Rolling Lumpsum Returns
| Scheme Name | INVESCO INDIA FOCUSED FUND - Growth | Edelweiss Focused Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 15.81% | 21.32% |
| 3 Year | 21.67% | 16.65% |
| 5 Year | - | - |
Risk Management
| Scheme Name | INVESCO INDIA FOCUSED FUND - Growth | Edelweiss Focused Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 14.74% | 12.92% |
| Sharp | 1.01% | 0.77% |
| Beta | 0.98% | 0.94% |
| Alpha | 5.66% | 1.13% |
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 | 7.3 | 13.43 |
| Large Cap | 55.59 | 60.59 |
| Small Cap | 16.8 | - |
| Mid Cap | 20.32 | 25.97 |
Sector Allocation
| Scheme Name |
INVESCO INDIA FOCUSED FUND - Growth |
Edelweiss Focused Fund - Regular Plan - Growth |
|---|---|---|
| Others | 7.3 | 3.33 |
| Industrials | 31.58 | 12.42 |
| Healthcare | 10.82 | 5.84 |
| Financial Services | 20.46 | 30.98 |
| Basic Materials | 2.85 | 7.22 |
| Consumer Defensive | 3.55 | 4.06 |
| Technology | 9.54 | 10.23 |
| Consumer Cyclical | 13.9 | 15.33 |
| Energy | - | 5.91 |
| Real Estate | - | 1.48 |
| Utilities | - | 3.21 |
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