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) | ₹4801 Cr | ₹1041 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 | -4.55% | -1.42% |
| 6 Month | -5.23% | 2.13% |
| 1 Year | -9.85% | -1.88% |
| 3 Year | 20.61% | 16.71% |
| 5 Year | 18.62% | - |
SIP Return Analysis
| Scheme Name | INVESCO INDIA FOCUSED FUND - Growth | Edelweiss Focused Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | -4.83% | 1.82% |
| 1 Year | -1.29% | 11.34% |
| 3 Year | 16.35% | 13.93% |
| 5 Year | 16.9% | - |
Rolling Lumpsum Returns
| Scheme Name | INVESCO INDIA FOCUSED FUND - Growth | Edelweiss Focused Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 14.83% | 21.32% |
| 3 Year | 21.96% | 16.65% |
| 5 Year | 22.52% | - |
Risk Management
| Scheme Name | INVESCO INDIA FOCUSED FUND - Growth | Edelweiss Focused Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 14.79% | 12.92% |
| Sharp | 0.97% | 0.75% |
| Beta | 0.99% | 0.95% |
| Alpha | 5.81% | 1.56% |
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 | 17.07 | 15.07 |
| Large Cap | 54.13 | 60.73 |
| Small Cap | 14.55 | - |
| Mid Cap | 14.25 | 24.2 |
Sector Allocation
| Scheme Name |
INVESCO INDIA FOCUSED FUND - Growth |
Edelweiss Focused Fund - Regular Plan - Growth |
|---|---|---|
| Others | 8.38 | 1.74 |
| Industrials | 29.43 | 12.5 |
| Healthcare | 5.54 | 5.47 |
| Financial Services | 25.38 | 31.89 |
| Real Estate | 2.62 | 1.37 |
| Consumer Cyclical | 13.61 | 14.19 |
| Consumer Defensive | 3.37 | 3.96 |
| Technology | 11.67 | 12.46 |
| Energy | - | 6.45 |
| Basic Materials | - | 7.03 |
| Utilities | - | 2.93 |
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