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) | ₹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 | -2.7% | -0.92% |
| 6 Month | -1.01% | 5.96% |
| 1 Year | -2.1% | 1.4% |
| 3 Year | 21.21% | 15.38% |
| 5 Year | 20.92% | 17.28% |
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 | 15.06% | 15.93% |
| 3 Year | 21.93% | 17.73% |
| 5 Year | 22.75% | 19.78% |
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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