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) | ₹21456 Cr | ₹4199 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 | -0.94% | -0.46% |
6 Month | 10.54% | 13.51% |
1 Year | 9.22% | 7.78% |
3 Year | 22.2% | 23.75% |
5 Year | 27.37% | - |
SIP Return Analysis
Scheme Name | HDFC Focused Fund - GROWTH PLAN | INVESCO INDIA FOCUSED FUND - Growth |
---|---|---|
6 Month | 3.46% | 5.17% |
1 Year | 9.68% | 7.6% |
3 Year | 20.39% | 25.25% |
5 Year | 22.9% | - |
Rolling Lumpsum Returns
Scheme Name | HDFC Focused Fund - GROWTH PLAN | INVESCO INDIA FOCUSED FUND - Growth |
---|---|---|
1 Year | 15.45% | 16.72% |
3 Year | 12.91% | 21.22% |
5 Year | 12.12% | - |
Risk Management
Scheme Name | HDFC Focused Fund - GROWTH PLAN | INVESCO INDIA FOCUSED FUND - Growth |
---|---|---|
Standard Deviation | 10.15% | 14.79% |
Sharp | 1.51% | 1.16% |
Beta | 0.73% | 0.97% |
Alpha | 7.98% | 7.32% |
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 | 14.69 | 2.78 |
Small Cap | 13.81 | 12.89 |
Large Cap | 68.25 | 60.09 |
Mid Cap | 3.25 | 24.24 |
Sector Allocation
Scheme Name |
HDFC Focused Fund - GROWTH PLAN |
INVESCO INDIA FOCUSED FUND - Growth |
---|---|---|
Others | 11.94 | 2.78 |
Financial Services | 39.52 | 21.5 |
Real Estate | 2.76 | - |
Industrials | 4.51 | 30.66 |
Healthcare | 8.01 | 10.34 |
Consumer Cyclical | 23.11 | 14.11 |
Basic Materials | 2.8 | 3.18 |
Communication Services | 2.68 | - |
Utilities | 0.58 | - |
Technology | 4.1 | 13.54 |
Consumer Defensive | - | 3.89 |
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