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) | ₹4153 Cr | ₹1001 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 | -0.97% | -3.09% |
6 Month | 10.49% | 4.95% |
1 Year | 6.13% | -1.17% |
3 Year | 25.11% | - |
5 Year | - | - |
SIP Return Analysis
Scheme Name | INVESCO INDIA FOCUSED FUND - Growth | Edelweiss Focused Fund - Regular Plan - Growth |
---|---|---|
6 Month | 6.88% | 3.07% |
1 Year | 9.03% | 1.48% |
3 Year | 26.95% | - |
5 Year | - | - |
Rolling Lumpsum Returns
Scheme Name | INVESCO INDIA FOCUSED FUND - Growth | Edelweiss Focused Fund - Regular Plan - Growth |
---|---|---|
1 Year | 18.19% | 30.77% |
3 Year | 20.8% | - |
5 Year | - | - |
Risk Management
Scheme Name | INVESCO INDIA FOCUSED FUND - Growth | Edelweiss Focused Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 15.05% | - |
Sharp | 1.34% | - |
Beta | 0.95% | - |
Alpha | 6.66% | - |
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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 | 3.39 | 9.01 |
Large Cap | 61.04 | 69.09 |
Small Cap | 13.72 | - |
Mid Cap | 21.85 | 21.89 |
Sector Allocation
Scheme Name |
INVESCO INDIA FOCUSED FUND - Growth |
Edelweiss Focused Fund - Regular Plan - Growth |
---|---|---|
Others | 3.39 | 2.22 |
Technology | 13.92 | 11.84 |
Industrials | 31.36 | 11.39 |
Healthcare | 9.07 | 3.86 |
Financial Services | 21.27 | 33.34 |
Basic Materials | 4.16 | 6.47 |
Consumer Cyclical | 13.39 | 15.44 |
Consumer Defensive | 3.44 | 4.15 |
Energy | - | 6.43 |
Real Estate | - | 1.74 |
Utilities | - | 3.12 |
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