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) | ₹4199 Cr | ₹1686 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 | -2.36% | -1.99% |
6 Month | 13.78% | 16.75% |
1 Year | -0.5% | -3.14% |
3 Year | 23.34% | 16.45% |
5 Year | - | 18.91% |
SIP Return Analysis
Scheme Name | INVESCO INDIA FOCUSED FUND - Growth | HSBC Focused Fund - Regular Growth |
---|---|---|
6 Month | 0.62% | 2.53% |
1 Year | 2.72% | 4.04% |
3 Year | 23.24% | 14.04% |
5 Year | - | 14.84% |
Rolling Lumpsum Returns
Scheme Name | INVESCO INDIA FOCUSED FUND - Growth | HSBC Focused Fund - Regular Growth |
---|---|---|
1 Year | 16.72% | 17.78% |
3 Year | 21.22% | 18.03% |
5 Year | - | 20.39% |
Risk Management
Scheme Name | INVESCO INDIA FOCUSED FUND - Growth | HSBC Focused Fund - Regular Growth |
---|---|---|
Standard Deviation | 14.79% | 14.43% |
Sharp | 1.16% | 0.73% |
Beta | 0.97% | 0.98% |
Alpha | 7.32% | 0.75% |
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 | 2.78 | 13.32 |
Large Cap | 60.09 | 41.24 |
Small Cap | 12.89 | 18.77 |
Mid Cap | 24.24 | 26.67 |
Sector Allocation
Scheme Name |
INVESCO INDIA FOCUSED FUND - Growth |
HSBC Focused Fund - Regular Growth |
---|---|---|
Others | 2.78 | 4.82 |
Technology | 13.54 | 7.55 |
Industrials | 30.66 | 14.91 |
Healthcare | 10.34 | 9.44 |
Financial Services | 21.5 | 39.67 |
Basic Materials | 3.18 | 4.37 |
Consumer Cyclical | 14.11 | 13.4 |
Consumer Defensive | 3.89 | 2.99 |
Energy | - | 2.86 |
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