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) | ₹22444 Cr | ₹7265 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 | 3.79% | 1.73% |
6 Month | 15.41% | 16.73% |
1 Year | 6.39% | -0.34% |
3 Year | 22.65% | 24.42% |
5 Year | 28.38% | - |
SIP Return Analysis
Scheme Name | HDFC Focused Fund - GROWTH PLAN | INVESCO INDIA FOCUSED FUND - Growth |
---|---|---|
6 Month | 4.57% | 3.43% |
1 Year | 15.71% | 9.94% |
3 Year | 21.4% | 24.56% |
5 Year | 23.19% | - |
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 | 9.99% | 14.98% |
Sharp | 1.39% | 1.00% |
Beta | 0.72% | 0.99% |
Alpha | 8.16% | 7.17% |
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 | 14.23 | 5.91 |
Small Cap | 13.88 | 14.97 |
Large Cap | 68.53 | 56.19 |
Mid Cap | 3.36 | 22.92 |
Sector Allocation
Scheme Name |
HDFC Focused Fund - GROWTH PLAN |
INVESCO INDIA FOCUSED FUND - Growth |
---|---|---|
Others | 11.59 | 5.91 |
Financial Services | 37.98 | 20.67 |
Real Estate | 2.64 | - |
Industrials | 4.77 | 31.71 |
Healthcare | 8.11 | 10.32 |
Consumer Cyclical | 23.8 | 14.18 |
Basic Materials | 2.68 | 2.99 |
Communication Services | 2.52 | - |
Utilities | 1.68 | - |
Technology | 4.21 | 10.26 |
Consumer Defensive | - | 3.95 |
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