INVESCO INDIA FOCUSED FUND vs Canara Robeco Focused Equity Fund compare
INVESCO INDIA FOCUSED FUND - Growth
Canara Robeco Focused Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | INVESCO INDIA FOCUSED FUND - Growth | Canara Robeco Focused Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | INVESCO INDIA FOCUSED FUND - Growth | Canara Robeco Focused Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Average |
| Asset Size (Cr) | ₹4801 Cr | ₹2890 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 29 Sep 2020 | 17 May 2021 |
| Category | Focused | Focused |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 500 | BSE 500 |
| Turn Over | 84% | 37% |
| Expense Ratio | 1.87 | 1.96 |
| Manager | Hiten Jain | Shridatta Bhandwaldar |
| ISIN Code | INF205KA1189 | INF760K01JT0 |
| 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 | Canara Robeco Focused Equity Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | INVESCO INDIA FOCUSED FUND - Growth | Canara Robeco Focused Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | -4.11% | -1.51% |
| 6 Month | -5.2% | 2.8% |
| 1 Year | -9.33% | 2.74% |
| 3 Year | 20.57% | 16.51% |
| 5 Year | 18.48% | - |
SIP Return Analysis
| Scheme Name | INVESCO INDIA FOCUSED FUND - Growth | Canara Robeco Focused Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | -4.83% | 1.4% |
| 1 Year | -1.29% | 14.14% |
| 3 Year | 16.35% | 15.95% |
| 5 Year | 16.9% | - |
Rolling Lumpsum Returns
| Scheme Name | INVESCO INDIA FOCUSED FUND - Growth | Canara Robeco Focused Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 14.74% | 13.05% |
| 3 Year | 21.88% | 17.75% |
| 5 Year | 21.71% | - |
Risk Management
| Scheme Name | INVESCO INDIA FOCUSED FUND - Growth | Canara Robeco Focused Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 14.79% | 12.17% |
| Sharp | 0.97% | 0.81% |
| Beta | 0.99% | 0.89% |
| Alpha | 5.81% | 2.12% |
Fund Managers
| Scheme Name | INVESCO INDIA FOCUSED FUND - Growth | Canara Robeco Focused Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Hiten Jain | Shridatta Bhandwaldar |
| Total AUM | ₹4078 Cr | ₹69491 Cr |
| Funds Managed | 4 | 12 |
| INVESCO INDIA FOCUSED FUND - Growth | Canara Robeco Focused Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
INVESCO INDIA FOCUSED FUND - Growth |
Canara Robeco Focused Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 17.07 | 12.09 |
| Large Cap | 54.13 | 71.59 |
| Small Cap | 14.55 | 1.91 |
| Mid Cap | 14.25 | 14.4 |
Sector Allocation
| Scheme Name |
INVESCO INDIA FOCUSED FUND - Growth |
Canara Robeco Focused Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 8.38 | 5.19 |
| Industrials | 29.43 | 12.63 |
| Healthcare | 5.54 | 12.06 |
| Financial Services | 25.38 | 30.18 |
| Real Estate | 2.62 | 1.91 |
| Consumer Cyclical | 13.61 | 17.26 |
| Consumer Defensive | 3.37 | 2.52 |
| Technology | 11.67 | 4.54 |
| Energy | - | 5.59 |
| Communication Services | - | 5.67 |
| Basic Materials | - | 2.45 |
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