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) | ₹7265 Cr | ₹2595 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 | 0.71% | 4.16% |
6 Month | 16.1% | 11.68% |
1 Year | -0.66% | -1.94% |
3 Year | 23.27% | 16.08% |
5 Year | - | 18.63% |
SIP Return Analysis
Scheme Name | INVESCO INDIA FOCUSED FUND - Growth | DSP Focused Fund - Regular Plan - Growth |
---|---|---|
6 Month | 3.43% | 2.68% |
1 Year | 9.94% | 8.79% |
3 Year | 24.56% | 17.21% |
5 Year | - | 15.72% |
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 | 14.98% | 14.04% |
Sharp | 1.00% | 0.74% |
Beta | 0.99% | 0.91% |
Alpha | 7.17% | 1.5% |
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 | 2.78 | 20.95 |
Large Cap | 60.09 | 46.86 |
Small Cap | 12.89 | 18.64 |
Mid Cap | 24.24 | 13.55 |
Sector Allocation
Scheme Name |
INVESCO INDIA FOCUSED FUND - Growth |
DSP Focused Fund - Regular Plan - Growth |
---|---|---|
Others | 2.78 | 8.13 |
Technology | 13.54 | 12.42 |
Industrials | 30.66 | 5.82 |
Healthcare | 10.34 | 9.2 |
Financial Services | 21.5 | 35.46 |
Basic Materials | 3.18 | 7.67 |
Consumer Cyclical | 14.11 | 6.95 |
Consumer Defensive | 3.89 | 2.38 |
Energy | - | 3.66 |
Utilities | - | 1.9 |
Real Estate | - | 3.2 |
Communication Services | - | 3.23 |
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