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) | ₹4153 Cr | ₹2628 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 | -0.52% | -0.8% |
6 Month | 8.29% | 7.72% |
1 Year | 5.64% | 1.63% |
3 Year | 25% | 18.6% |
5 Year | - | 19.08% |
SIP Return Analysis
Scheme Name | INVESCO INDIA FOCUSED FUND - Growth | DSP Focused Fund - Regular Plan - Growth |
---|---|---|
6 Month | 6.88% | 4.58% |
1 Year | 9.03% | 7.62% |
3 Year | 26.95% | 19.13% |
5 Year | - | 17.1% |
Rolling Lumpsum Returns
Scheme Name | INVESCO INDIA FOCUSED FUND - Growth | DSP Focused Fund - Regular Plan - Growth |
---|---|---|
1 Year | 16.72% | 10.15% |
3 Year | 21.22% | 13.28% |
5 Year | - | 12.78% |
Risk Management
Scheme Name | INVESCO INDIA FOCUSED FUND - Growth | DSP Focused Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 15.05% | 14.04% |
Sharp | 1.34% | 1.17% |
Beta | 0.95% | 0.94% |
Alpha | 6.66% | 2.25% |
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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 | 3.39 | 20.43 |
Large Cap | 61.04 | 47.42 |
Small Cap | 13.72 | 18.88 |
Mid Cap | 21.85 | 13.27 |
Sector Allocation
Scheme Name |
INVESCO INDIA FOCUSED FUND - Growth |
DSP Focused Fund - Regular Plan - Growth |
---|---|---|
Others | 3.39 | 6.78 |
Technology | 13.92 | 13.07 |
Industrials | 31.36 | 5.46 |
Healthcare | 9.07 | 8.5 |
Financial Services | 21.27 | 34.68 |
Basic Materials | 4.16 | 10.01 |
Consumer Cyclical | 13.39 | 7.05 |
Consumer Defensive | 3.44 | 2.12 |
Energy | - | 3.64 |
Utilities | - | 2.01 |
Real Estate | - | 3.32 |
Communication Services | - | 3.35 |
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