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) | ₹23533 Cr | ₹7280 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 | 3.55% | 1.81% |
| 6 Month | 8.45% | 5.86% |
| 1 Year | 10.54% | 1.29% |
| 3 Year | 22.26% | 23.14% |
| 5 Year | 29.3% | 22.94% |
SIP Return Analysis
| Scheme Name | HDFC Focused Fund - GROWTH PLAN | INVESCO INDIA FOCUSED FUND - Growth |
|---|---|---|
| 6 Month | 3.58% | -0.17% |
| 1 Year | 16.87% | 6.96% |
| 3 Year | 21.09% | 22.19% |
| 5 Year | 22.86% | 20.26% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Focused Fund - GROWTH PLAN | INVESCO INDIA FOCUSED FUND - Growth |
|---|---|---|
| 1 Year | 15.12% | 15.81% |
| 3 Year | 13.07% | 21.67% |
| 5 Year | 12.21% | - |
Risk Management
| Scheme Name | HDFC Focused Fund - GROWTH PLAN | INVESCO INDIA FOCUSED FUND - Growth |
|---|---|---|
| Standard Deviation | 9.92% | 14.81% |
| Sharp | 1.44% | 1.06% |
| Beta | 0.73% | 0.99% |
| Alpha | 7.47% | 6.36% |
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 | 14.42 | 7.3 |
| Small Cap | 13.07 | 16.8 |
| Large Cap | 69.31 | 55.59 |
| Mid Cap | 3.2 | 20.32 |
Sector Allocation
| Scheme Name |
HDFC Focused Fund - GROWTH PLAN |
INVESCO INDIA FOCUSED FUND - Growth |
|---|---|---|
| Others | 11.95 | 7.3 |
| Financial Services | 38.99 | 20.46 |
| Real Estate | 2.47 | - |
| Industrials | 4.66 | 31.58 |
| Healthcare | 7.5 | 10.82 |
| Consumer Cyclical | 22.88 | 13.9 |
| Basic Materials | 2.65 | 2.85 |
| Communication Services | 2.39 | - |
| Utilities | 2.26 | - |
| Technology | 4.24 | 9.54 |
| Consumer Defensive | - | 3.55 |
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