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) | ₹4199 Cr | ₹2720 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 | 0.85% | 2.48% |
6 Month | 12.94% | 14.12% |
1 Year | 5.07% | 7.13% |
3 Year | 24.01% | 17.94% |
5 Year | - | - |
SIP Return Analysis
Scheme Name | INVESCO INDIA FOCUSED FUND - Growth | Canara Robeco Focused Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 5.17% | 5.53% |
1 Year | 7.6% | 9.95% |
3 Year | 25.25% | 17.76% |
5 Year | - | - |
Rolling Lumpsum Returns
Scheme Name | INVESCO INDIA FOCUSED FUND - Growth | Canara Robeco Focused Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 16.72% | 13.54% |
3 Year | 21.22% | 17.86% |
5 Year | - | - |
Risk Management
Scheme Name | INVESCO INDIA FOCUSED FUND - Growth | Canara Robeco Focused Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 14.79% | 12.35% |
Sharp | 1.16% | 0.93% |
Beta | 0.97% | 0.88% |
Alpha | 7.32% | 2.62% |
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 | 2.78 | 11.8 |
Large Cap | 60.09 | 71.33 |
Small Cap | 12.89 | 1.74 |
Mid Cap | 24.24 | 15.13 |
Sector Allocation
Scheme Name |
INVESCO INDIA FOCUSED FUND - Growth |
Canara Robeco Focused Fund - Regular Plan - Growth Option |
---|---|---|
Others | 2.78 | 5.74 |
Technology | 13.54 | 5.57 |
Industrials | 30.66 | 12.51 |
Healthcare | 10.34 | 13.64 |
Financial Services | 21.5 | 26.51 |
Basic Materials | 3.18 | 4.48 |
Consumer Cyclical | 14.11 | 17.85 |
Consumer Defensive | 3.89 | 5.16 |
Energy | - | 4.75 |
Communication Services | - | 3.8 |
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