INVESCO INDIA FOCUSED FUND vs 360 ONE Focused Equity Fund Regular compare
INVESCO INDIA FOCUSED FUND - Growth
360 ONE Focused Fund Regular-Growth
Chart Comparison
Overview
| Scheme Name | INVESCO INDIA FOCUSED FUND - Growth | 360 ONE Focused Fund Regular-Growth |
|---|---|---|
| Fund | INVESCO INDIA FOCUSED FUND - Growth | 360 ONE Focused Fund Regular-Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Average |
| Asset Size (Cr) | ₹4801 Cr | ₹7364 Cr |
| Min Investment | ₹1000 | ₹1000 |
| Min SIP Invesment | ₹500 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 29 Sep 2020 | 24 Oct 2014 |
| Category | Focused | Focused |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 500 | BSE 500 TRI |
| Turn Over | 84% | % |
| Expense Ratio | 1.87 | 1.78 |
| Manager | Hiten Jain | Mayur Patel |
| ISIN Code | INF205KA1189 | INF579M01878 |
| 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 | 360 ONE Focused Equity Fund - 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 | 360 ONE Focused Fund Regular-Growth |
|---|---|---|
| 1 Month | -3.42% | -1.36% |
| 6 Month | -4.83% | 1.78% |
| 1 Year | -9.61% | -1.05% |
| 3 Year | 20.87% | 15.11% |
| 5 Year | 18.84% | 16.46% |
SIP Return Analysis
| Scheme Name | INVESCO INDIA FOCUSED FUND - Growth | 360 ONE Focused Fund Regular-Growth |
|---|---|---|
| 6 Month | -4.83% | 0.84% |
| 1 Year | -1.29% | 9.58% |
| 3 Year | 16.35% | 11.6% |
| 5 Year | 16.9% | 13.54% |
Rolling Lumpsum Returns
| Scheme Name | INVESCO INDIA FOCUSED FUND - Growth | 360 ONE Focused Fund Regular-Growth |
|---|---|---|
| 1 Year | 14.83% | 13.38% |
| 3 Year | 21.96% | 16.38% |
| 5 Year | 22.52% | 18.17% |
Risk Management
| Scheme Name | INVESCO INDIA FOCUSED FUND - Growth | 360 ONE Focused Fund Regular-Growth |
|---|---|---|
| Standard Deviation | 14.79% | 12.00% |
| Sharp | 0.97% | 0.69% |
| Beta | 0.99% | 0.87% |
| Alpha | 5.81% | 0.72% |
Fund Managers
| Scheme Name | INVESCO INDIA FOCUSED FUND - Growth | 360 ONE Focused Fund Regular-Growth |
|---|---|---|
| Name | Hiten Jain | Mayur Patel |
| Total AUM | ₹4078 Cr | ₹6984 Cr |
| Funds Managed | 4 | 3 |
| INVESCO INDIA FOCUSED FUND - Growth | 360 ONE Focused Fund Regular-Growth |
Market Cap
| Scheme Name |
INVESCO INDIA FOCUSED FUND - Growth |
360 ONE Focused Fund Regular-Growth |
|---|---|---|
| Others | 9.95 | 13.5 |
| Large Cap | 58.49 | 64.89 |
| Small Cap | 14.1 | 11.38 |
| Mid Cap | 17.47 | 10.23 |
Sector Allocation
| Scheme Name |
INVESCO INDIA FOCUSED FUND - Growth |
360 ONE Focused Fund Regular-Growth |
|---|---|---|
| Others | 6.14 | 5.55 |
| Industrials | 30.25 | 19.67 |
| Healthcare | 9.73 | 3.31 |
| Financial Services | 23.44 | 34.17 |
| Real Estate | 2.99 | - |
| Consumer Defensive | 3.55 | - |
| Technology | 9.76 | 6.85 |
| Consumer Cyclical | 14.14 | 12.95 |
| Communication Services | - | 10.7 |
| Energy | - | 2.12 |
| Basic Materials | - | 4.67 |
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