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) | ₹3361 Cr | ₹2393 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 | 2.03 |
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 | 2.2% | 1.93% |
6 Month | -5.46% | -0.82% |
1 Year | 10.41% | 7.92% |
3 Year | 27.29% | 22.81% |
5 Year | - | 21.38% |
SIP Return Analysis
Scheme Name | INVESCO INDIA FOCUSED FUND - Growth | DSP Focused Fund - Regular Plan - Growth |
---|---|---|
6 Month | 7.74% | 7.07% |
1 Year | 6.97% | 7.18% |
3 Year | 26.99% | 19.63% |
5 Year | - | 17.31% |
Rolling Lumpsum Returns
Scheme Name | INVESCO INDIA FOCUSED FUND - Growth | DSP Focused Fund - Regular Plan - Growth |
---|---|---|
1 Year | 18.19% | 10.41% |
3 Year | 20.8% | 13.08% |
5 Year | - | 12.62% |
Risk Management
Scheme Name | INVESCO INDIA FOCUSED FUND - Growth | DSP Focused Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 15.823% | 14.04% |
Sharp | 0.731% | 0.9% |
Beta | 0.973% | 0.97% |
Alpha | 5.017% | 1.78% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 | 6.39 | 10.57 |
Large Cap | 56.74 | 55.76 |
Small Cap | 14.1 | 16.97 |
Mid Cap | 22.77 | 16.7 |
Sector Allocation
Scheme Name |
INVESCO INDIA FOCUSED FUND - Growth |
DSP Focused Fund - Regular Plan - Growth |
---|---|---|
Others | 6.39 | 10.57 |
Technology | 13.99 | - |
Industrials | 26.95 | - |
Healthcare | 10.98 | - |
Financial Services | 17.84 | - |
Basic Materials | 3.86 | - |
Consumer Cyclical | 15.09 | - |
Consumer Defensive | 4.89 | - |
IT - Software | - | 9.16 |
Capital Markets | - | 1.23 |
Petroleum Products | - | 3.62 |
Non - Ferrous Metals | - | 1.57 |
Pharmaceuticals & Biotechnology | - | 6.92 |
Banks | - | 16.38 |
Finance | - | 14.03 |
Insurance | - | 3.53 |
Gas | - | 2.12 |
Industrial Products | - | 7.02 |
Automobiles | - | 2.19 |
Fertilizers & Agrochemicals | - | 3.4 |
Realty | - | 3.77 |
Leisure Services | - | 1.8 |
Consumer Durables | - | 2.62 |
Telecom - Services | - | 3.3 |
Healthcare Services | - | 2.38 |
Food Products | - | 2.46 |
Auto Components | - | 1.93 |
Top Comparisons
BANDHAN Low Duration Fund - Regular Plan - Growth
3Y Returns7.13%
Nippon India Low Duration Fund- Growth Plan - Growth Option
3Y Returns7%
Canara Robeco Value Fund - Regular Plan - Growth Option
3Y Returns22.88%
Quant Value Fund Regular - Growth
3Y Returns27.26%
DSP Large Cap Fund - Regular Plan - Growth
3Y Returns22.82%
Quant Large Cap Fund Regular - Growth
3Y Returns0%
HDFC Large Cap Fund - Growth Option - Regular Plan
3Y Returns19.88%
Edelweiss Large Cap Fund - Regular Plan - Growth Option
3Y Returns19.41%