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HDFC Focused 30 Fund vs INVESCO INDIA FOCUSED FUND compare

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tortoise-icon HDFC Focused Fund - GROWTH PLAN

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tortoise-icon INVESCO INDIA FOCUSED FUND - Growth

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Chart Comparison

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

Overview

Scheme Name HDFC Focused Fund - GROWTH PLAN INVESCO INDIA FOCUSED FUND - Growth
Fund HDFC Focused Fund - GROWTH PLAN INVESCO INDIA FOCUSED FUND - Growth
Investment Plan Growth Growth
Level of Risk Average Very High
Asset Size (Cr) ₹26537 Cr ₹4912 Cr
Min Investment ₹100 ₹1000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹1000
Launch Date 17 Sep 2004 29 Sep 2020
Category Focused Focused
Fund Type Open Ended Open Ended
Benchmark NIFTY 500 TRI BSE 500
Turn Over 24.96% 84%
Expense Ratio 1.67 1.87
Manager Dhruv Muchhal Hiten Jain
ISIN Code INF179K01574 INF205KA1189
Exits Load HDFC Focused 30 Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 Invesco India Focused Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name HDFC Focused Fund - GROWTH PLAN INVESCO INDIA FOCUSED FUND - Growth
1 Month -1.48% -4.63%
6 Month 2.75% -9.63%
1 Year 13.4% 1.59%
3 Year 21.35% 21.77%
5 Year 23.73% 16.69%

SIP Return Analysis

Scheme Name HDFC Focused Fund - GROWTH PLAN INVESCO INDIA FOCUSED FUND - Growth
6 Month -2.33% -10.19%
1 Year 2.87% -16.85%
3 Year 15.02% 9.43%
5 Year 18.98% 13.37%

Rolling Lumpsum Returns

Scheme Name HDFC Focused Fund - GROWTH PLAN INVESCO INDIA FOCUSED FUND - Growth
1 Year 14.76% 14.31%
3 Year 13.4% 21.77%
5 Year 12.4% 20.95%

Risk Management

Scheme Name HDFC Focused Fund - GROWTH PLAN INVESCO INDIA FOCUSED FUND - Growth
Standard Deviation 11.38% 14.15%
Sharp 1.48% 1%
Beta 0.71% 1%
Alpha 6.46% 4.09%

Fund Managers

Scheme Name HDFC Focused Fund - GROWTH PLAN INVESCO INDIA FOCUSED FUND - Growth
Name Dhruv Muchhal Hiten Jain
Total AUM ₹520687 Cr ₹4078 Cr
Funds Managed 40 4
HDFC Focused Fund - GROWTH PLAN INVESCO INDIA FOCUSED FUND - Growth

Market Cap

Scheme Name

HDFC Focused Fund - GROWTH PLAN

INVESCO INDIA FOCUSED FUND - Growth

Others 15.31 24
Small Cap 11.58 10.57
Large Cap 69.43 53.05
Mid Cap 3.68 12.38

Sector Allocation

Scheme Name

HDFC Focused Fund - GROWTH PLAN

INVESCO INDIA FOCUSED FUND - Growth

Others 13.56 9.84
Financial Services 40.71 26.35
Industrials 5.25 27.43
Healthcare 6.49 5.13
Consumer Cyclical 20.44 13.74
Basic Materials 2.17 -
Real Estate 1.75 2.42
Communication Services 2.38 -
Utilities 2.69 -
Technology 4.56 11.75
Consumer Defensive - 3.35

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