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) | ₹2086 Cr | ₹7448 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 | -0.45% | -2.78% |
| 6 Month | 5.96% | 0.29% |
| 1 Year | 5.88% | 1.17% |
| 3 Year | 18.83% | 22.37% |
| 5 Year | 16.46% | 21.07% |
SIP Return Analysis
| Scheme Name | Bandhan Focused Fund - Regular Plan - Growth | INVESCO INDIA FOCUSED FUND - Growth |
|---|---|---|
| 6 Month | 1.13% | -3.07% |
| 1 Year | 9.87% | 1.55% |
| 3 Year | 17.22% | 19.28% |
| 5 Year | 16.02% | 18.71% |
Rolling Lumpsum Returns
| Scheme Name | Bandhan Focused Fund - Regular Plan - Growth | INVESCO INDIA FOCUSED FUND - Growth |
|---|---|---|
| 1 Year | 11.38% | 15.06% |
| 3 Year | 12.42% | 21.93% |
| 5 Year | 10.02% | 22.75% |
Risk Management
| Scheme Name | Bandhan Focused Fund - Regular Plan - Growth | INVESCO INDIA FOCUSED FUND - Growth |
|---|---|---|
| Standard Deviation | 14.03% | 14.74% |
| Sharp | 0.86% | 1.01% |
| Beta | 0.92% | 0.98% |
| Alpha | 3.34% | 5.66% |
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 | 1.54 | 9.95 |
| Large Cap | 48.19 | 58.49 |
| Small Cap | 33.58 | 14.1 |
| Mid Cap | 16.69 | 17.47 |
Sector Allocation
| Scheme Name |
Bandhan Focused Fund - Regular Plan - Growth |
INVESCO INDIA FOCUSED FUND - Growth |
|---|---|---|
| Others | 1.54 | 6.14 |
| Energy | 2.54 | - |
| Technology | 9.79 | 9.76 |
| Industrials | 3.69 | 30.25 |
| Financial Services | 33.59 | 23.44 |
| Consumer Cyclical | 4.27 | 14.14 |
| Consumer Defensive | 15.22 | 3.55 |
| Communication Services | 2.26 | - |
| Healthcare | 14.96 | 9.73 |
| Basic Materials | 3.06 | 2.99 |
| Utilities | 2.01 | - |
| Real Estate | 7.07 | - |
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