INVESCO INDIA FOCUSED FUND vs BANDHAN Focused Equity Fund compare
Bandhan Focused Fund - Regular Plan - Growth
INVESCO INDIA FOCUSED FUND - Growth
Chart Comparison
Overview
| Scheme Name | Bandhan Focused Fund - Regular Plan - Growth | INVESCO INDIA FOCUSED FUND - Growth |
|---|---|---|
| Fund | Bandhan Focused Fund - Regular Plan - Growth | INVESCO INDIA FOCUSED FUND - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Very High |
| Asset Size (Cr) | ₹2059 Cr | ₹4912 Cr |
| Min Investment | ₹1000 | ₹1000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 16 Mar 2006 | 29 Sep 2020 |
| Category | Focused | Focused |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 500 | BSE 500 |
| Turn Over | 87% | 84% |
| Expense Ratio | 2.09 | 1.87 |
| Manager | Ritika Behera | Hiten Jain |
| ISIN Code | INF194K01466 | INF205KA1189 |
| Exits Load | Bandhan Focused Equity Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Invesco India Focused Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Bandhan Focused Fund - Regular Plan - Growth | INVESCO INDIA FOCUSED FUND - Growth |
|---|---|---|
| 1 Month | -2.16% | -3.47% |
| 6 Month | -4.08% | -10.33% |
| 1 Year | 3.86% | -0.93% |
| 3 Year | 19.15% | 22% |
| 5 Year | 14.12% | 17.05% |
SIP Return Analysis
| Scheme Name | Bandhan Focused Fund - Regular Plan - Growth | INVESCO INDIA FOCUSED FUND - Growth |
|---|---|---|
| 6 Month | -0.36% | -3.07% |
| 1 Year | 6.56% | -3.03% |
| 3 Year | 13.23% | 13.73% |
| 5 Year | 14.07% | 15.85% |
Rolling Lumpsum Returns
| Scheme Name | Bandhan Focused Fund - Regular Plan - Growth | INVESCO INDIA FOCUSED FUND - Growth |
|---|---|---|
| 1 Year | 11.17% | 14.31% |
| 3 Year | 12.49% | 21.77% |
| 5 Year | 10.12% | 20.95% |
Risk Management
| Scheme Name | Bandhan Focused Fund - Regular Plan - Growth | INVESCO INDIA FOCUSED FUND - Growth |
|---|---|---|
| Standard Deviation | 13.94% | 14.86% |
| Sharp | 0.86% | 0.95% |
| Beta | 0.93% | 0.99% |
| Alpha | 2.98% | 4.63% |
Fund Managers
| Scheme Name | Bandhan Focused Fund - Regular Plan - Growth | INVESCO INDIA FOCUSED FUND - Growth |
|---|---|---|
| Name | Ritika Behera | Hiten Jain |
| Total AUM | ₹43013 Cr | ₹4078 Cr |
| Funds Managed | 19 | 4 |
| Bandhan Focused Fund - Regular Plan - Growth | INVESCO INDIA FOCUSED FUND - Growth |
Market Cap
| Scheme Name |
Bandhan Focused Fund - Regular Plan - Growth |
INVESCO INDIA FOCUSED FUND - Growth |
|---|---|---|
| Others | 0.71 | 24 |
| Large Cap | 49.04 | 53.05 |
| Small Cap | 35.1 | 10.57 |
| Mid Cap | 15.15 | 12.38 |
Sector Allocation
| Scheme Name |
Bandhan Focused Fund - Regular Plan - Growth |
INVESCO INDIA FOCUSED FUND - Growth |
|---|---|---|
| Others | 0.71 | 9.84 |
| Energy | 2.72 | - |
| Technology | 8.42 | 11.75 |
| Industrials | 3.79 | 27.43 |
| Financial Services | 33.99 | 26.35 |
| Consumer Cyclical | 4.35 | 13.74 |
| Consumer Defensive | 16.65 | 3.35 |
| Communication Services | 2.35 | - |
| Healthcare | 15.47 | 5.13 |
| Basic Materials | 2.68 | - |
| Utilities | 1.99 | - |
| Real Estate | 6.88 | 2.42 |
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