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) | ₹26230 Cr | ₹4801 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 | -1.34% | -4.66% |
| 6 Month | 1.91% | -7.31% |
| 1 Year | 9.58% | -7.83% |
| 3 Year | 20.71% | 21% |
| 5 Year | 24.01% | 18.1% |
SIP Return Analysis
| Scheme Name | HDFC Focused Fund - GROWTH PLAN | INVESCO INDIA FOCUSED FUND - Growth |
|---|---|---|
| 6 Month | 1.61% | -4.35% |
| 1 Year | 11.99% | -2.68% |
| 3 Year | 18.1% | 15.51% |
| 5 Year | 20.82% | 16.64% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Focused Fund - GROWTH PLAN | INVESCO INDIA FOCUSED FUND - Growth |
|---|---|---|
| 1 Year | 14.87% | 14.74% |
| 3 Year | 13.34% | 21.88% |
| 5 Year | 12.39% | 21.71% |
Risk Management
| Scheme Name | HDFC Focused Fund - GROWTH PLAN | INVESCO INDIA FOCUSED FUND - Growth |
|---|---|---|
| Standard Deviation | 9.72% | 14.79% |
| Sharp | 1.31% | 0.97% |
| Beta | 0.72% | 0.99% |
| Alpha | 6.50% | 5.81% |
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 | 15.92 | 17.07 |
| Small Cap | 11.69 | 14.55 |
| Large Cap | 68.6 | 54.13 |
| Mid Cap | 3.78 | 14.25 |
Sector Allocation
| Scheme Name |
HDFC Focused Fund - GROWTH PLAN |
INVESCO INDIA FOCUSED FUND - Growth |
|---|---|---|
| Others | 14.07 | 8.38 |
| Financial Services | 40.05 | 25.38 |
| Industrials | 5.1 | 29.43 |
| Healthcare | 6.7 | 5.54 |
| Consumer Cyclical | 20.38 | 13.61 |
| Basic Materials | 2.05 | - |
| Real Estate | 1.86 | 2.62 |
| Communication Services | 2.4 | - |
| Utilities | 2.78 | - |
| Technology | 4.61 | 11.67 |
| Consumer Defensive | - | 3.37 |
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