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) | ₹19578 Cr | ₹3981 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 | 3.06% | 2.11% |
6 Month | 6.36% | -1.21% |
1 Year | 9.12% | 7.65% |
3 Year | 27.17% | 28.31% |
5 Year | 28.93% | - |
SIP Return Analysis
Scheme Name | HDFC Focused Fund - GROWTH PLAN | INVESCO INDIA FOCUSED FUND - Growth |
---|---|---|
6 Month | 8.32% | 9.01% |
1 Year | 15.3% | 11.86% |
3 Year | 23.16% | 27.79% |
5 Year | 24.87% | - |
Rolling Lumpsum Returns
Scheme Name | HDFC Focused Fund - GROWTH PLAN | INVESCO INDIA FOCUSED FUND - Growth |
---|---|---|
1 Year | 15.65% | 18.19% |
3 Year | 12.76% | 20.8% |
5 Year | 12.06% | - |
Risk Management
Scheme Name | HDFC Focused Fund - GROWTH PLAN | INVESCO INDIA FOCUSED FUND - Growth |
---|---|---|
Standard Deviation | 11.27% | 15.57% |
Sharp | 1.47% | 1.15% |
Beta | 0.76% | 0.96% |
Alpha | 7.99% | 6.94% |
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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 | 16.5 | 4.5 |
Small Cap | 13.66 | 13.78 |
Large Cap | 66.47 | 60.67 |
Mid Cap | 3.37 | 21.05 |
Sector Allocation
Scheme Name |
HDFC Focused Fund - GROWTH PLAN |
INVESCO INDIA FOCUSED FUND - Growth |
---|---|---|
Others | 13.69 | 4.5 |
Financial Services | 40.24 | 20.91 |
Real Estate | 2.81 | - |
Industrials | 3.31 | 30.71 |
Healthcare | 7.73 | 10.28 |
Consumer Cyclical | 22.39 | 12.73 |
Basic Materials | 3.13 | 3.88 |
Communication Services | 2.84 | - |
Technology | 3.86 | 13.25 |
Consumer Defensive | - | 3.74 |
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