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) | ₹7280 Cr | ₹7280 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 | 1.19% | 2.81% |
| 6 Month | 5.03% | 6.27% |
| 1 Year | 0.65% | 1.88% |
| 3 Year | 22.31% | 15.78% |
| 5 Year | 22.95% | 20.46% |
SIP Return Analysis
| Scheme Name | INVESCO INDIA FOCUSED FUND - Growth | 360 ONE Focused Fund Regular-Growth |
|---|---|---|
| 6 Month | -1.87% | -0.1% |
| 1 Year | 2.05% | 5% |
| 3 Year | 19.99% | 10.91% |
| 5 Year | 18.98% | 13.36% |
Rolling Lumpsum Returns
| Scheme Name | INVESCO INDIA FOCUSED FUND - Growth | 360 ONE Focused Fund Regular-Growth |
|---|---|---|
| 1 Year | 15.81% | 14.04% |
| 3 Year | 21.67% | 16.38% |
| 5 Year | - | 18.1% |
Risk Management
| Scheme Name | INVESCO INDIA FOCUSED FUND - Growth | 360 ONE Focused Fund Regular-Growth |
|---|---|---|
| Standard Deviation | 14.81% | 12.14% |
| Sharp | 1.06% | 0.78% |
| Beta | 0.99% | 0.88% |
| Alpha | 6.36% | 1.18% |
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 | 7.3 | 10.67 |
| Large Cap | 55.59 | 66.9 |
| Small Cap | 16.8 | 12.72 |
| Mid Cap | 20.32 | 9.71 |
Sector Allocation
| Scheme Name |
INVESCO INDIA FOCUSED FUND - Growth |
360 ONE Focused Fund Regular-Growth |
|---|---|---|
| Others | 7.3 | 2.95 |
| Industrials | 31.58 | 18.53 |
| Healthcare | 10.82 | 4.02 |
| Financial Services | 20.46 | 33.31 |
| Basic Materials | 2.85 | 5.19 |
| Consumer Defensive | 3.55 | - |
| Technology | 9.54 | 7.17 |
| Consumer Cyclical | 13.9 | 16.68 |
| Communication Services | - | 10.12 |
| Energy | - | 2.02 |
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