Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

Edelweiss Focused Fund vs INVESCO INDIA FOCUSED FUND compare

Link copied to clipboard!

tortoise-icon INVESCO INDIA FOCUSED FUND - Growth

Invest Now

tortoise-icon Edelweiss Focused Fund - Regular Plan - Growth

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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

Top Comparisons

LIC MF Banking & PSU Debt Fund-Growth LIC MF Banking & PSU Debt Fund-Growth

3Y Returns7.1%

VS

LIC MF Banking & PSU Fund-Regular Plan-Growth LIC MF Banking & PSU Fund-Regular Plan-Growth

3Y Returns7.1%

Compare Now

Franklin Build India Fund Growth Plan Franklin Build India Fund Growth Plan

3Y Returns26.19%

VS

SBI Infrastructure Fund -  Regular Plan - Growth SBI Infrastructure Fund - Regular Plan - Growth

3Y Returns20.31%

Compare Now

Nippon India Arbitrage Fund - Growth Plan - Growth Option Nippon India Arbitrage Fund - Growth Plan - Growth Option

3Y Returns6.87%

VS

Invesco India Arbitrage Fund - Growth Option Invesco India Arbitrage Fund - Growth Option

3Y Returns7.19%

Compare Now

BANDHAN Corporate Bond Fund - Regular Growth BANDHAN Corporate Bond Fund - Regular Growth

3Y Returns7.2%

VS

Canara Robeco CorpoRate Bond Fund - Regular Plan - Growth Option Canara Robeco CorpoRate Bond Fund - Regular Plan - Growth Option

3Y Returns6.48%

Compare Now
Add to Cart Successfully