HDFC Focused 30 Fund vs INVESCO INDIA FOCUSED FUND compare
HDFC Focused Fund - GROWTH PLAN
INVESCO INDIA FOCUSED FUND - Growth
Chart Comparison
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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