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 | -5.26% | -5.56% |
| 6 Month | -6.59% | -11.96% |
| 1 Year | 0.56% | -2.39% |
| 3 Year | 17.63% | 19.83% |
| 5 Year | 12.41% | 15.56% |
SIP Return Analysis
| Scheme Name | Bandhan Focused Fund - Regular Plan - Growth | INVESCO INDIA FOCUSED FUND - Growth |
|---|---|---|
| 6 Month | -1.62% | -7.14% |
| 1 Year | 4.59% | -8.75% |
| 3 Year | 12.99% | 12.19% |
| 5 Year | 13.83% | 14.83% |
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 | 12.64% | 14.15% |
| Sharp | 0.91% | 1% |
| Beta | 0.94% | 1% |
| Alpha | 2.52% | 4.09% |
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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