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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) | ₹7280 Cr | ₹7649 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 | 1.19% | 4.84% |
| 6 Month | 5.03% | 7.35% |
| 1 Year | 0.65% | 5.98% |
| 3 Year | 22.31% | 16.15% |
| 5 Year | 22.95% | 19.15% |
SIP Return Analysis
| Scheme Name | INVESCO INDIA FOCUSED FUND - Growth | Aditya Birla Sun Life Focused Equity Fund -Growth Option |
|---|---|---|
| 6 Month | -0.17% | 3.4% |
| 1 Year | 6.96% | 14.14% |
| 3 Year | 22.19% | 16.18% |
| 5 Year | 20.26% | 15.32% |
Rolling Lumpsum Returns
| Scheme Name | INVESCO INDIA FOCUSED FUND - Growth | Aditya Birla Sun Life Focused Equity Fund -Growth Option |
|---|---|---|
| 1 Year | 15.81% | 12.49% |
| 3 Year | 21.67% | 12.57% |
| 5 Year | - | 13.8% |
Risk Management
| Scheme Name | INVESCO INDIA FOCUSED FUND - Growth | Aditya Birla Sun Life Focused Equity Fund -Growth Option |
|---|---|---|
| Standard Deviation | 14.81% | 12.25% |
| Sharp | 1.06% | 0.79% |
| Beta | 0.99% | 0.91% |
| Alpha | 6.36% | 0.09% |
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 | 7.3 | 13.75 |
| Large Cap | 55.59 | 76.87 |
| Small Cap | 16.8 | 1.84 |
| Mid Cap | 20.32 | 7.54 |
Sector Allocation
| Scheme Name |
INVESCO INDIA FOCUSED FUND - Growth |
Aditya Birla Sun Life Focused Equity Fund -Growth Option |
|---|---|---|
| Others | 7.3 | 4.88 |
| Industrials | 31.58 | 6.82 |
| Healthcare | 10.82 | 2.41 |
| Financial Services | 20.46 | 29.04 |
| Basic Materials | 2.85 | 5.19 |
| Consumer Defensive | 3.55 | 4.42 |
| Technology | 9.54 | 13.64 |
| Consumer Cyclical | 13.9 | 17.47 |
| Energy | - | 5.9 |
| Real Estate | - | 2.78 |
| Communication Services | - | 4.24 |
| Utilities | - | 3.21 |
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