INVESCO INDIA FOCUSED FUND vs HDFC Focused 30 Fund compare

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HDFC Focused Fund - GROWTH PLAN

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INVESCO INDIA FOCUSED FUND - Growth

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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

Scheme Name	HDFC Focused Fund - GROWTH PLAN	INVESCO INDIA FOCUSED FUND - Growth
1 Month	1.05%	-1.17%
6 Month	4.96%	-5.7%
1 Year	12.93%	-4.67%
3 Year	22.12%	22.23%
5 Year	24.12%	17.59%

Scheme Name	HDFC Focused Fund - GROWTH PLAN	INVESCO INDIA FOCUSED FUND - Growth
6 Month	2.95%	-3.52%
1 Year	15.34%	-1.52%
3 Year	18.83%	15.66%
5 Year	20.98%	16.59%

Scheme Name	HDFC Focused Fund - GROWTH PLAN	INVESCO INDIA FOCUSED FUND - Growth
1 Year	14.79%	14.51%
3 Year	13.39%	21.79%
5 Year	12.4%	21.5%

Scheme Name	HDFC Focused Fund - GROWTH PLAN	INVESCO INDIA FOCUSED FUND - Growth
Standard Deviation	11.38%	14.15%
Sharp	1.39%	1.03%
Beta	0.72%	0.99%
Alpha	6.38%	5.32%

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

Scheme Name	HDFC Focused Fund - GROWTH PLAN	INVESCO INDIA FOCUSED FUND - Growth
Others	15.93	8.38
Small Cap	11.68	16.85
Large Cap	67.22	54.14
Mid Cap	5.17	20.63

Scheme Name	HDFC Focused Fund - GROWTH PLAN	INVESCO INDIA FOCUSED FUND - Growth
Others	14.07	8.38
Banks	36.53	17.26
Agricultural, Commercial & Construction Vehicles	1.75	2.93
Pharmaceuticals & Biotechnology	5.44	1.63
Automobiles	10.23	7.75
Leisure Services	3.14	-
Ferrous Metals	2.05	-
Realty	1.86	-
Healthcare Services	1.25	3.9
Insurance	3.52	-
Consumer Durables	2.45	3.82
Auto Components	4.02	-
Retailing	2.04	5.88
Telecom - Services	2.4	-
Transport Services	1.86	8.84
Power	2.78	-
IT - Software	4.61	7.86
Construction	-	8.03
Paper, Forest & Jute Products	-	2.62
Aerospace & Defense	-	4.57
Electrical Equipment	-	5.05
Finance	-	4.98
Beverages	-	3.37
Capital Markets	-	3.13