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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) ₹26230 Cr ₹4801 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 -1.48% -3.73%
6 Month 4.98% -3.7%
1 Year 9.12% -8%
3 Year 20.3% 20.72%
5 Year 24.17% 18.63%

SIP Return Analysis

Scheme Name HDFC Focused Fund - GROWTH PLAN INVESCO INDIA FOCUSED FUND - Growth
6 Month 0.33% -5.83%
1 Year 10.39% -4.61%
3 Year 18.03% 15.64%
5 Year 20.82% 16.77%

Rolling Lumpsum Returns

Scheme Name HDFC Focused Fund - GROWTH PLAN INVESCO INDIA FOCUSED FUND - Growth
1 Year 14.87% 14.74%
3 Year 13.34% 21.88%
5 Year 12.39% 21.71%

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 15.92 17.07
Small Cap 11.69 14.55
Large Cap 68.6 54.13
Mid Cap 3.78 14.25

Sector Allocation

Scheme Name

HDFC Focused Fund - GROWTH PLAN

INVESCO INDIA FOCUSED FUND - Growth

Others 14.07 8.38
Financial Services 40.05 25.38
Industrials 5.1 29.43
Healthcare 6.7 5.54
Consumer Cyclical 20.38 13.61
Basic Materials 2.05 -
Real Estate 1.86 2.62
Communication Services 2.4 -
Utilities 2.78 -
Technology 4.61 11.67
Consumer Defensive - 3.37

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