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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) ₹7448 Cr ₹1708 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 -0.96% 0.77%
6 Month -0.18% 6.62%
1 Year -1.06% 2.54%
3 Year 21.76% 15.9%
5 Year 20.74% 17.3%

SIP Return Analysis

Scheme Name INVESCO INDIA FOCUSED FUND - Growth HSBC Focused Fund - Regular Growth
6 Month -3.07% 0.41%
1 Year 1.55% 9.69%
3 Year 19.28% 13.82%
5 Year 18.71% 14.42%

Rolling Lumpsum Returns

Scheme Name INVESCO INDIA FOCUSED FUND - Growth HSBC Focused Fund - Regular Growth
1 Year 14.97% 15.62%
3 Year 22.02% 17.65%
5 Year 22.61% 19.68%

Risk Management

Scheme Name INVESCO INDIA FOCUSED FUND - Growth HSBC Focused Fund - Regular Growth
Standard Deviation 14.74% 14.21%
Sharp 1.01% 0.67%
Beta 0.98% 0.99%
Alpha 5.66% 0.20%

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 9.95 13.82
Large Cap 58.49 44.6
Small Cap 14.1 16.5
Mid Cap 17.47 25.07

Sector Allocation

Scheme Name

INVESCO INDIA FOCUSED FUND - Growth

HSBC Focused Fund - Regular Growth

Others 6.14 5.53
Industrials 30.25 16.53
Healthcare 9.73 9.64
Financial Services 23.44 34.38
Basic Materials 2.99 2.48
Consumer Defensive 3.55 4.94
Technology 9.76 8.09
Consumer Cyclical 14.14 15.43
Energy - 2.99

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