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Edelweiss Focused Fund vs INVESCO INDIA FOCUSED FUND compare

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tortoise-icon INVESCO INDIA FOCUSED FUND - Growth

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tortoise-icon Edelweiss Focused Fund - Regular Plan - Growth

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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) ₹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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