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HSBC Focused Fund vs INVESCO INDIA FOCUSED FUND compare

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tortoise-icon INVESCO INDIA FOCUSED FUND - Growth

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tortoise-icon HSBC Focused Fund - Regular Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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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