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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) | ₹4801 Cr | ₹8211 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 | -3.42% | 0.71% |
| 6 Month | -4.83% | 4.45% |
| 1 Year | -9.61% | 5.24% |
| 3 Year | 20.87% | 16.33% |
| 5 Year | 18.84% | 15.72% |
SIP Return Analysis
| Scheme Name | INVESCO INDIA FOCUSED FUND - Growth | Aditya Birla Sun Life Focused Equity Fund -Growth Option |
|---|---|---|
| 6 Month | -4.83% | 4.83% |
| 1 Year | -1.29% | 18.68% |
| 3 Year | 16.35% | 16.11% |
| 5 Year | 16.9% | 15.06% |
Rolling Lumpsum Returns
| Scheme Name | INVESCO INDIA FOCUSED FUND - Growth | Aditya Birla Sun Life Focused Equity Fund -Growth Option |
|---|---|---|
| 1 Year | 14.83% | 12.33% |
| 3 Year | 21.96% | 12.7% |
| 5 Year | 22.52% | 13.94% |
Risk Management
| Scheme Name | INVESCO INDIA FOCUSED FUND - Growth | Aditya Birla Sun Life Focused Equity Fund -Growth Option |
|---|---|---|
| Standard Deviation | 14.79% | 12.25% |
| Sharp | 0.97% | 0.79% |
| Beta | 0.99% | 0.91% |
| Alpha | 5.81% | 0.65% |
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 | 9.95 | 12.98 |
| Large Cap | 58.49 | 77.12 |
| Small Cap | 14.1 | 2.05 |
| Mid Cap | 17.47 | 7.85 |
Sector Allocation
| Scheme Name |
INVESCO INDIA FOCUSED FUND - Growth |
Aditya Birla Sun Life Focused Equity Fund -Growth Option |
|---|---|---|
| Others | 6.14 | 3.31 |
| Industrials | 30.25 | 8.78 |
| Healthcare | 9.73 | 2.43 |
| Financial Services | 23.44 | 29.8 |
| Real Estate | 2.99 | 2.85 |
| Consumer Defensive | 3.55 | 4.44 |
| Technology | 9.76 | 13.41 |
| Consumer Cyclical | 14.14 | 16.24 |
| Energy | - | 6.1 |
| Basic Materials | - | 5.22 |
| Communication Services | - | 4.4 |
| Utilities | - | 3.01 |
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