HSBC Focused Fund vs INVESCO INDIA FOCUSED FUND compare
INVESCO INDIA FOCUSED FUND - Growth
HSBC Focused Fund - Regular Growth
Chart Comparison
Overview
| Scheme Name | INVESCO INDIA FOCUSED FUND - Growth | HSBC Focused Fund - Regular Growth |
|---|---|---|
| Fund | INVESCO INDIA FOCUSED FUND - Growth | HSBC Focused Fund - Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹4801 Cr | ₹1723 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 29 Sep 2020 | 22 Jul 2020 |
| Category | Focused | Focused |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 500 | NIFTY 500 TRI |
| Turn Over | 84% | 95% |
| Expense Ratio | 1.87 | 2.09 |
| Manager | Hiten Jain | Cheenu Gupta |
| ISIN Code | INF205KA1189 | INF336L01PE6 |
| Exits Load | Invesco India Focused Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | HSBC Focused Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | INVESCO INDIA FOCUSED FUND - Growth | HSBC Focused Fund - Regular Growth |
|---|---|---|
| 1 Month | -3.73% | 0.89% |
| 6 Month | -3.7% | 5.98% |
| 1 Year | -8% | -0.77% |
| 3 Year | 20.72% | 16.47% |
| 5 Year | 18.63% | 15.92% |
SIP Return Analysis
| Scheme Name | INVESCO INDIA FOCUSED FUND - Growth | HSBC Focused Fund - Regular Growth |
|---|---|---|
| 6 Month | -4.83% | 1.91% |
| 1 Year | -1.29% | 15.01% |
| 3 Year | 16.35% | 14.14% |
| 5 Year | 16.9% | 14.38% |
Rolling Lumpsum Returns
| Scheme Name | INVESCO INDIA FOCUSED FUND - Growth | HSBC Focused Fund - Regular Growth |
|---|---|---|
| 1 Year | 14.74% | 15.34% |
| 3 Year | 21.88% | 17.56% |
| 5 Year | 21.71% | 19.61% |
Risk Management
| Scheme Name | INVESCO INDIA FOCUSED FUND - Growth | HSBC Focused Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 14.79% | 14.19% |
| Sharp | 0.97% | 0.64% |
| Beta | 0.99% | 0.99% |
| Alpha | 5.81% | 0.55% |
Fund Managers
| Scheme Name | INVESCO INDIA FOCUSED FUND - Growth | HSBC Focused Fund - Regular Growth |
|---|---|---|
| Name | Hiten Jain | Cheenu Gupta |
| Total AUM | ₹4078 Cr | ₹0 Cr |
| Funds Managed | 4 | 9 |
| INVESCO INDIA FOCUSED FUND - Growth | HSBC Focused Fund - Regular Growth |
Market Cap
| Scheme Name |
INVESCO INDIA FOCUSED FUND - Growth |
HSBC Focused Fund - Regular Growth |
|---|---|---|
| Others | 17.07 | 17.22 |
| Large Cap | 54.13 | 43.83 |
| Small Cap | 14.55 | 14.28 |
| Mid Cap | 14.25 | 24.67 |
Sector Allocation
| Scheme Name |
INVESCO INDIA FOCUSED FUND - Growth |
HSBC Focused Fund - Regular Growth |
|---|---|---|
| Others | 8.38 | 6.89 |
| Industrials | 29.43 | 15.68 |
| Healthcare | 5.54 | 9.52 |
| Financial Services | 25.38 | 34.98 |
| Real Estate | 2.62 | - |
| Consumer Cyclical | 13.61 | 14.26 |
| Consumer Defensive | 3.37 | 4.9 |
| Technology | 11.67 | 8.75 |
| Basic Materials | - | 2.2 |
| Energy | - | 2.82 |
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