INVESCO INDIA FOCUSED FUND vs Aditya Birla Sun Life Focused Equity Fund compare
INVESCO INDIA FOCUSED FUND - Growth
Aditya Birla Sun Life Focused Equity Fund -Growth Option
Chart Comparison
Overview
Scheme Name | INVESCO INDIA FOCUSED FUND - Growth | Aditya Birla Sun Life Focused Equity Fund -Growth Option |
---|---|---|
Fund | INVESCO INDIA FOCUSED FUND - Growth | Aditya Birla Sun Life Focused Equity Fund -Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹3981 Cr | ₹7774 Cr |
Min Investment | ₹1000 | ₹1000 |
Min SIP Invesment | ₹500 | ₹100 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 29 Sep 2020 | 24 Oct 2005 |
Category | Focused | Focused |
Fund Type | Open Ended | Open Ended |
Benchmark | BSE 500 | NIFTY 500 TRI |
Turn Over | 84% | 45% |
Expense Ratio | 1.87 | 1.82 |
Manager | Hiten Jain | Dhaval Joshi |
ISIN Code | INF205KA1189 | INF209K01462 |
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 | Aditya Birla Sun Life Focused Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | INVESCO INDIA FOCUSED FUND - Growth | Aditya Birla Sun Life Focused Equity Fund -Growth Option |
---|---|---|
1 Month | 0.88% | 0.76% |
6 Month | 4.43% | 6.65% |
1 Year | 8.04% | 5.58% |
3 Year | 27.39% | 19.03% |
5 Year | - | 20.46% |
SIP Return Analysis
Scheme Name | INVESCO INDIA FOCUSED FUND - Growth | Aditya Birla Sun Life Focused Equity Fund -Growth Option |
---|---|---|
6 Month | 9.01% | 9.48% |
1 Year | 11.86% | 13.22% |
3 Year | 27.79% | 18.38% |
5 Year | - | 17.01% |
Rolling Lumpsum Returns
Scheme Name | INVESCO INDIA FOCUSED FUND - Growth | Aditya Birla Sun Life Focused Equity Fund -Growth Option |
---|---|---|
1 Year | 18.19% | 12.74% |
3 Year | 20.8% | 12.42% |
5 Year | - | 13.62% |
Risk Management
Scheme Name | INVESCO INDIA FOCUSED FUND - Growth | Aditya Birla Sun Life Focused Equity Fund -Growth Option |
---|---|---|
Standard Deviation | 15.05% | 12.25% |
Sharp | 1.34% | 1.12% |
Beta | 0.95% | 0.89% |
Alpha | 6.66% | 0.33% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
Scheme Name | INVESCO INDIA FOCUSED FUND - Growth | Aditya Birla Sun Life Focused Equity Fund -Growth Option |
---|---|---|
Name | Hiten Jain | Dhaval Joshi |
Total AUM | ₹4078 Cr | ₹361932 Cr |
Funds Managed | 4 | 55 |
INVESCO INDIA FOCUSED FUND - Growth | Aditya Birla Sun Life Focused Equity Fund -Growth Option |
Market Cap
Scheme Name |
INVESCO INDIA FOCUSED FUND - Growth |
Aditya Birla Sun Life Focused Equity Fund -Growth Option |
---|---|---|
Others | 4.5 | 11.8 |
Large Cap | 60.67 | 77.93 |
Small Cap | 13.78 | 1.88 |
Mid Cap | 21.05 | 8.39 |
Sector Allocation
Scheme Name |
INVESCO INDIA FOCUSED FUND - Growth |
Aditya Birla Sun Life Focused Equity Fund -Growth Option |
---|---|---|
Others | 4.5 | 5.6 |
Technology | 13.25 | 12.54 |
Industrials | 30.71 | 6.39 |
Healthcare | 10.28 | 2.75 |
Financial Services | 20.91 | 31.85 |
Basic Materials | 3.88 | 4.42 |
Consumer Cyclical | 12.73 | 15.83 |
Consumer Defensive | 3.74 | 4.55 |
Energy | - | 5.78 |
Real Estate | - | 2.47 |
Communication Services | - | 4.46 |
Utilities | - | 3.36 |
Top Comparisons
Nippon India Large Cap Fund- Growth Plan Bonus Option
3Y Returns18.29%
Canara Robeco Large Cap Fund - Regular Plan - Growth Option
3Y Returns18.73%
Kotak Liquid Regular Plan Growth
3Y Returns6.18%
Kotak Liquid Regular Plan Growth
3Y Returns6.18%
Nippon India Large Cap Fund- Growth Plan Bonus Option
3Y Returns18.29%
HSBC Large Cap Fund - Regular Growth
3Y Returns17.69%
SBI Short Horizon Debt Fund - Ultra Short Term Fund - Institutional Plan - Growth
3Y Returns7%
LIC MF Ultra Short Term Fund Regular - Growth
3Y Returns6.4%