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INVESCO INDIA FOCUSED FUND vs HDFC Focused 30 Fund compare

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tortoise-icon HDFC Focused Fund - GROWTH PLAN

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tortoise-icon INVESCO INDIA FOCUSED FUND - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name HDFC Focused Fund - GROWTH PLAN INVESCO INDIA FOCUSED FUND - Growth
Fund HDFC Focused Fund - GROWTH PLAN INVESCO INDIA FOCUSED FUND - Growth
Investment Plan Growth Growth
Level of Risk Average Very High
Asset Size (Cr) ₹21456 Cr ₹4199 Cr
Min Investment ₹100 ₹1000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹1000
Launch Date 17 Sep 2004 29 Sep 2020
Category Focused Focused
Fund Type Open Ended Open Ended
Benchmark NIFTY 500 TRI BSE 500
Turn Over 24.96% 84%
Expense Ratio 1.67 1.87
Manager Dhruv Muchhal Hiten Jain
ISIN Code INF179K01574 INF205KA1189
Exits Load HDFC Focused 30 Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 Invesco India Focused Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name HDFC Focused Fund - GROWTH PLAN INVESCO INDIA FOCUSED FUND - Growth
1 Month -0.94% -0.46%
6 Month 10.54% 13.51%
1 Year 9.22% 7.78%
3 Year 22.2% 23.75%
5 Year 27.37% -

SIP Return Analysis

Scheme Name HDFC Focused Fund - GROWTH PLAN INVESCO INDIA FOCUSED FUND - Growth
6 Month 3.46% 5.17%
1 Year 9.68% 7.6%
3 Year 20.39% 25.25%
5 Year 22.9% -

Rolling Lumpsum Returns

Scheme Name HDFC Focused Fund - GROWTH PLAN INVESCO INDIA FOCUSED FUND - Growth
1 Year 15.45% 16.72%
3 Year 12.91% 21.22%
5 Year 12.12% -

Risk Management

Scheme Name HDFC Focused Fund - GROWTH PLAN INVESCO INDIA FOCUSED FUND - Growth
Standard Deviation 10.15% 14.79%
Sharp 1.51% 1.16%
Beta 0.73% 0.97%
Alpha 7.98% 7.32%

Fund Managers

Scheme Name HDFC Focused Fund - GROWTH PLAN INVESCO INDIA FOCUSED FUND - Growth
Name Dhruv Muchhal Hiten Jain
Total AUM ₹520687 Cr ₹4078 Cr
Funds Managed 40 4
HDFC Focused Fund - GROWTH PLAN INVESCO INDIA FOCUSED FUND - Growth

Market Cap

Scheme Name

HDFC Focused Fund - GROWTH PLAN

INVESCO INDIA FOCUSED FUND - Growth

Others 14.69 2.78
Small Cap 13.81 12.89
Large Cap 68.25 60.09
Mid Cap 3.25 24.24

Sector Allocation

Scheme Name

HDFC Focused Fund - GROWTH PLAN

INVESCO INDIA FOCUSED FUND - Growth

Others 11.94 2.78
Financial Services 39.52 21.5
Real Estate 2.76 -
Industrials 4.51 30.66
Healthcare 8.01 10.34
Consumer Cyclical 23.11 14.11
Basic Materials 2.8 3.18
Communication Services 2.68 -
Utilities 0.58 -
Technology 4.1 13.54
Consumer Defensive - 3.89

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