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 | ₹4202 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 | 0.28% | -1.35% |
| 6 Month | 9.17% | 5.91% |
| 1 Year | 8.72% | -0.29% |
| 3 Year | 21.11% | 22.28% |
| 5 Year | 26.86% | 21.57% |
SIP Return Analysis
| Scheme Name | HDFC Focused Fund - GROWTH PLAN | INVESCO INDIA FOCUSED FUND - Growth |
|---|---|---|
| 6 Month | 2.58% | -2.52% |
| 1 Year | 14.64% | 2.29% |
| 3 Year | 19.49% | 19.39% |
| 5 Year | 21.61% | 18.54% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Focused Fund - GROWTH PLAN | INVESCO INDIA FOCUSED FUND - Growth |
|---|---|---|
| 1 Year | 14.99% | 15.06% |
| 3 Year | 13.28% | 21.93% |
| 5 Year | 12.33% | 22.75% |
Risk Management
| Scheme Name | HDFC Focused Fund - GROWTH PLAN | INVESCO INDIA FOCUSED FUND - Growth |
|---|---|---|
| Standard Deviation | 9.78% | 14.74% |
| Sharp | 1.40% | 1.01% |
| Beta | 0.72% | 0.98% |
| Alpha | 6.95% | 5.66% |
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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