INVESCO INDIA FOCUSED FUND vs Aditya Birla Sun Life Focused Equity Fund compare

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INVESCO INDIA FOCUSED FUND - Growth

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Aditya Birla Sun Life Focused Equity Fund -Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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)	₹7448 Cr	₹8062 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

Scheme Name	INVESCO INDIA FOCUSED FUND - Growth	Aditya Birla Sun Life Focused Equity Fund -Growth Option
1 Month	-2.57%	2.12%
6 Month	-3.47%	6.38%
1 Year	-6.55%	6.18%
3 Year	20.39%	15.73%
5 Year	19.76%	16.66%

Scheme Name	INVESCO INDIA FOCUSED FUND - Growth	Aditya Birla Sun Life Focused Equity Fund -Growth Option
6 Month	-0.95%	5.39%
1 Year	4.91%	18.51%
3 Year	19.8%	16.64%
5 Year	18.94%	15.54%

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%

Scheme Name	INVESCO INDIA FOCUSED FUND - Growth	Aditya Birla Sun Life Focused Equity Fund -Growth Option
Standard Deviation	14.74%	12.25%
Sharp	1.01%	0.82%
Beta	0.98%	0.91%
Alpha	5.66%	0.37%

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

Scheme Name	INVESCO INDIA FOCUSED FUND - Growth	Aditya Birla Sun Life Focused Equity Fund -Growth Option
Others	9.95	2.57
Large Cap	58.49	82.97
Small Cap	14.1	2.05
Mid Cap	17.47	11.68

Scheme Name	INVESCO INDIA FOCUSED FUND - Growth	Aditya Birla Sun Life Focused Equity Fund -Growth Option
Others	6.14	2.57
Industrials	30.25	-
Healthcare	9.73	-
Financial Services	23.44	-
Basic Materials	2.99	-
Consumer Defensive	3.55	-
Technology	9.76	-
Consumer Cyclical	14.14	-
Petroleum Products	-	6.1
IT - Software	-	13.41
Construction	-	4.34
Non - Ferrous Metals	-	3.31
Banks	-	20.5
Pharmaceuticals & Biotechnology	-	2.43
Automobiles	-	5.64
Insurance	-	3.48
Consumer Durables	-	6.06
Agricultural Food & other Products	-	1.82
Realty	-	2.85
Finance	-	5.83
Telecom - Services	-	4.4
Cement & Cement Products	-	1.91
Power	-	3.01
Transport Infrastructure	-	2.92
Retailing	-	6.07
Beverages	-	2.62