INVESCO INDIA FOCUSED FUND vs HDFC Focused 30 Fund compare
HDFC Focused 30 Fund - GROWTH PLAN
INVESCO INDIA FOCUSED FUND - Growth
Chart Comparison
Overview
Scheme Name | HDFC Focused 30 Fund - GROWTH PLAN | INVESCO INDIA FOCUSED FUND - Growth |
---|---|---|
Fund | HDFC Focused 30 Fund - GROWTH PLAN | INVESCO INDIA FOCUSED FUND - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹15688 Cr | ₹3361 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 30 Fund - GROWTH PLAN | INVESCO INDIA FOCUSED FUND - Growth |
---|---|---|
1 Month | 0.67% | 2.2% |
6 Month | 1.93% | -5.46% |
1 Year | 10.38% | 10.41% |
3 Year | 26.37% | 27.29% |
5 Year | 29.79% | - |
SIP Return Analysis
Scheme Name | HDFC Focused 30 Fund - GROWTH PLAN | INVESCO INDIA FOCUSED FUND - Growth |
---|---|---|
6 Month | 6.26% | 7.74% |
1 Year | 10.08% | 6.97% |
3 Year | 22.27% | 26.99% |
5 Year | 24.34% | - |
Rolling Lumpsum Returns
Scheme Name | HDFC Focused 30 Fund - GROWTH PLAN | INVESCO INDIA FOCUSED FUND - Growth |
---|---|---|
1 Year | 15.65% | 18.19% |
3 Year | 12.76% | 20.8% |
5 Year | 12.06% | - |
Risk Management
Scheme Name | HDFC Focused 30 Fund - GROWTH PLAN | INVESCO INDIA FOCUSED FUND - Growth |
---|---|---|
Standard Deviation | 11.245% | 15.823% |
Sharp | 1.3% | 0.731% |
Beta | 0.756% | 0.973% |
Alpha | 9.571% | 5.017% |
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Fund Managers
Scheme Name | HDFC Focused 30 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 30 Fund - GROWTH PLAN | INVESCO INDIA FOCUSED FUND - Growth |
Market Cap
Scheme Name |
HDFC Focused 30 Fund - GROWTH PLAN |
INVESCO INDIA FOCUSED FUND - Growth |
---|---|---|
Others | 16.06 | 6.39 |
Small Cap | 13.92 | 14.1 |
Large Cap | 66.22 | 56.74 |
Mid Cap | 3.81 | 22.77 |
Sector Allocation
Scheme Name |
HDFC Focused 30 Fund - GROWTH PLAN |
INVESCO INDIA FOCUSED FUND - Growth |
---|---|---|
Others | 13.91 | 6.39 |
Communication Services | 3.65 | - |
Financial Services | 39.06 | 17.84 |
Industrials | 3.31 | 26.95 |
Healthcare | 10.65 | 10.98 |
Consumer Cyclical | 20.08 | 15.09 |
Basic Materials | 2.77 | 3.86 |
Technology | 4.43 | 13.99 |
Real Estate | 2.12 | - |
Consumer Defensive | 0 | 4.89 |
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