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) | ₹4153 Cr | ₹8055 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 | -0.52% | -3.59% |
6 Month | 8.29% | 6.03% |
1 Year | 5.64% | -0.17% |
3 Year | 25% | 16.05% |
5 Year | - | 19.02% |
SIP Return Analysis
Scheme Name | INVESCO INDIA FOCUSED FUND - Growth | Aditya Birla Sun Life Focused Equity Fund -Growth Option |
---|---|---|
6 Month | 6.88% | 2.86% |
1 Year | 9.03% | 3.82% |
3 Year | 26.95% | 15.7% |
5 Year | - | 15.48% |
Rolling Lumpsum Returns
Scheme Name | INVESCO INDIA FOCUSED FUND - Growth | Aditya Birla Sun Life Focused Equity Fund -Growth Option |
---|---|---|
1 Year | 16.72% | 12.63% |
3 Year | 21.22% | 12.49% |
5 Year | - | 13.73% |
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% |
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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 | 3.39 | 13.4 |
Large Cap | 61.04 | 75.86 |
Small Cap | 13.72 | 2.05 |
Mid Cap | 21.85 | 8.69 |
Sector Allocation
Scheme Name |
INVESCO INDIA FOCUSED FUND - Growth |
Aditya Birla Sun Life Focused Equity Fund -Growth Option |
---|---|---|
Others | 3.39 | 4.23 |
Technology | 13.92 | 13.86 |
Industrials | 31.36 | 6.19 |
Healthcare | 9.07 | 2.65 |
Financial Services | 21.27 | 31.19 |
Basic Materials | 4.16 | 4.64 |
Consumer Cyclical | 13.39 | 16.8 |
Consumer Defensive | 3.44 | 4.2 |
Energy | - | 5.89 |
Real Estate | - | 2.43 |
Communication Services | - | 4.66 |
Utilities | - | 3.25 |
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