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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) ₹22444 Cr ₹7265 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 3.79% 1.73%
6 Month 15.41% 16.73%
1 Year 6.39% -0.34%
3 Year 22.65% 24.42%
5 Year 28.38% -

SIP Return Analysis

Scheme Name HDFC Focused Fund - GROWTH PLAN INVESCO INDIA FOCUSED FUND - Growth
6 Month 4.57% 3.43%
1 Year 15.71% 9.94%
3 Year 21.4% 24.56%
5 Year 23.19% -

Rolling Lumpsum Returns

Scheme Name HDFC Focused Fund - GROWTH PLAN INVESCO INDIA FOCUSED FUND - Growth
1 Year 15.45% 16.72%
3 Year 12.91% 21.22%
5 Year 12.12% -

Risk Management

Scheme Name HDFC Focused Fund - GROWTH PLAN INVESCO INDIA FOCUSED FUND - Growth
Standard Deviation 9.99% 14.98%
Sharp 1.39% 1.00%
Beta 0.72% 0.99%
Alpha 8.16% 7.17%

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 14.23 5.91
Small Cap 13.88 14.97
Large Cap 68.53 56.19
Mid Cap 3.36 22.92

Sector Allocation

Scheme Name

HDFC Focused Fund - GROWTH PLAN

INVESCO INDIA FOCUSED FUND - Growth

Others 11.59 5.91
Financial Services 37.98 20.67
Real Estate 2.64 -
Industrials 4.77 31.71
Healthcare 8.11 10.32
Consumer Cyclical 23.8 14.18
Basic Materials 2.68 2.99
Communication Services 2.52 -
Utilities 1.68 -
Technology 4.21 10.26
Consumer Defensive - 3.95

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