INVESCO INDIA FOCUSED FUND vs HDFC Focused 30 Fund compare
HDFC Focused Fund - GROWTH PLAN
INVESCO INDIA FOCUSED FUND - Growth
Chart Comparison
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) | ₹25140 Cr | ₹7448 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 | 0.23% | -3.2% |
| 6 Month | 5.48% | -3.96% |
| 1 Year | 8.59% | -8.5% |
| 3 Year | 20.37% | 20.51% |
| 5 Year | 25.12% | 19.18% |
SIP Return Analysis
| Scheme Name | HDFC Focused Fund - GROWTH PLAN | INVESCO INDIA FOCUSED FUND - Growth |
|---|---|---|
| 6 Month | 2.21% | -4.83% |
| 1 Year | 15.13% | -1.29% |
| 3 Year | 19.01% | 16.35% |
| 5 Year | 21.14% | 16.9% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Focused Fund - GROWTH PLAN | INVESCO INDIA FOCUSED FUND - Growth |
|---|---|---|
| 1 Year | 14.91% | 14.83% |
| 3 Year | 13.3% | 21.96% |
| 5 Year | 12.35% | 22.52% |
Risk Management
| Scheme Name | HDFC Focused Fund - GROWTH PLAN | INVESCO INDIA FOCUSED FUND - Growth |
|---|---|---|
| Standard Deviation | 9.72% | 14.79% |
| Sharp | 1.31% | 0.97% |
| Beta | 0.72% | 0.99% |
| Alpha | 6.50% | 5.81% |
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 | 14.67 | 9.95 |
| Small Cap | 12.5 | 14.1 |
| Large Cap | 69.27 | 58.49 |
| Mid Cap | 3.56 | 17.47 |
Sector Allocation
| Scheme Name |
HDFC Focused Fund - GROWTH PLAN |
INVESCO INDIA FOCUSED FUND - Growth |
|---|---|---|
| Others | 12.73 | 6.14 |
| Financial Services | 39.92 | 23.44 |
| Real Estate | 1.94 | 2.99 |
| Industrials | 4.92 | 30.25 |
| Healthcare | 7.07 | 9.73 |
| Consumer Cyclical | 21.45 | 14.14 |
| Basic Materials | 2.33 | - |
| Communication Services | 2.45 | - |
| Utilities | 2.75 | - |
| Technology | 4.45 | 9.76 |
| Consumer Defensive | - | 3.55 |
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