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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) ₹19578 Cr ₹3981 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 2.65% 2.45%
6 Month 7.63% 0.21%
1 Year 10.89% 10.46%
3 Year 27.72% 28.78%
5 Year 29.66% -

SIP Return Analysis

Scheme Name HDFC Focused Fund - GROWTH PLAN INVESCO INDIA FOCUSED FUND - Growth
6 Month 8.72% 10.65%
1 Year 15.72% 12.47%
3 Year 24.27% 28.98%
5 Year 25.54% -

Rolling Lumpsum Returns

Scheme Name HDFC Focused Fund - GROWTH PLAN INVESCO INDIA FOCUSED FUND - Growth
1 Year 15.65% 18.19%
3 Year 12.76% 20.8%
5 Year 12.06% -

Risk Management

Scheme Name HDFC Focused Fund - GROWTH PLAN INVESCO INDIA FOCUSED FUND - Growth
Standard Deviation 11.27% 15.57%
Sharp 1.47% 1.15%
Beta 0.76% 0.96%
Alpha 7.99% 6.94%

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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 16.06 6.39
Small Cap 13.92 14.1
Large Cap 66.22 56.74
Mid Cap 3.81 22.77

Sector Allocation

Scheme Name

HDFC Focused Fund - GROWTH PLAN

INVESCO INDIA FOCUSED FUND - Growth

Others 13.91 6.39
Communication Services 3.65 -
Financial Services 39.06 17.84
Industrials 3.31 26.95
Healthcare 10.65 10.98
Consumer Cyclical 20.08 15.09
Basic Materials 2.77 3.86
Technology 4.43 13.99
Real Estate 2.12 -
Consumer Defensive 0 4.89

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