INVESCO INDIA FOCUSED FUND vs DSP Focus Fund compare
INVESCO INDIA FOCUSED FUND - Growth
DSP Focused Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | INVESCO INDIA FOCUSED FUND - Growth | DSP Focused Fund - Regular Plan - Growth |
|---|---|---|
| Fund | INVESCO INDIA FOCUSED FUND - Growth | DSP Focused Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Average |
| Asset Size (Cr) | ₹4801 Cr | ₹2707 Cr |
| Min Investment | ₹1000 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 29 Sep 2020 | 10 Jun 2010 |
| Category | Focused | Focused |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 500 | NIFTY 500 TRI |
| Turn Over | 84% | 31% |
| Expense Ratio | 1.87 | 2.04 |
| Manager | Hiten Jain | Vinit Sambre |
| ISIN Code | INF205KA1189 | INF740K01532 |
| 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 | DSP Focus Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | INVESCO INDIA FOCUSED FUND - Growth | DSP Focused Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | -4.11% | -0.02% |
| 6 Month | -5.2% | 3.44% |
| 1 Year | -9.33% | 4.54% |
| 3 Year | 20.57% | 18.62% |
| 5 Year | 18.48% | 15.29% |
SIP Return Analysis
| Scheme Name | INVESCO INDIA FOCUSED FUND - Growth | DSP Focused Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | -4.83% | 3.91% |
| 1 Year | -1.29% | 15.66% |
| 3 Year | 16.35% | 16.71% |
| 5 Year | 16.9% | 15.54% |
Rolling Lumpsum Returns
| Scheme Name | INVESCO INDIA FOCUSED FUND - Growth | DSP Focused Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 14.74% | 9.53% |
| 3 Year | 21.88% | 13.77% |
| 5 Year | 21.71% | 13.16% |
Risk Management
| Scheme Name | INVESCO INDIA FOCUSED FUND - Growth | DSP Focused Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 14.79% | 14.04% |
| Sharp | 0.97% | 0.89% |
| Beta | 0.99% | 0.94% |
| Alpha | 5.81% | 2.58% |
Fund Managers
| Scheme Name | INVESCO INDIA FOCUSED FUND - Growth | DSP Focused Fund - Regular Plan - Growth |
|---|---|---|
| Name | Hiten Jain | Vinit Sambre |
| Total AUM | ₹4078 Cr | ₹31142 Cr |
| Funds Managed | 4 | 3 |
| INVESCO INDIA FOCUSED FUND - Growth | DSP Focused Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
INVESCO INDIA FOCUSED FUND - Growth |
DSP Focused Fund - Regular Plan - Growth |
|---|---|---|
| Others | 17.07 | 18.45 |
| Large Cap | 54.13 | 52.73 |
| Small Cap | 14.55 | 16.08 |
| Mid Cap | 14.25 | 12.74 |
Sector Allocation
| Scheme Name |
INVESCO INDIA FOCUSED FUND - Growth |
DSP Focused Fund - Regular Plan - Growth |
|---|---|---|
| Others | 8.38 | 7.36 |
| Industrials | 29.43 | 5.69 |
| Healthcare | 5.54 | 7.58 |
| Financial Services | 25.38 | 40.48 |
| Real Estate | 2.62 | 3.59 |
| Consumer Cyclical | 13.61 | 5.64 |
| Consumer Defensive | 3.37 | 2.48 |
| Technology | 11.67 | 11.76 |
| Energy | - | 3.82 |
| Utilities | - | 1.8 |
| Basic Materials | - | 5.49 |
| Communication Services | - | 4.32 |
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