INVESCO INDIA FOCUSED FUND vs HSBC Focused Fund compare
INVESCO INDIA FOCUSED FUND - Growth
HSBC Focused Fund - Regular Growth
Chart Comparison
Overview
Scheme Name | INVESCO INDIA FOCUSED FUND - Growth | HSBC Focused Fund - Regular Growth |
---|---|---|
Fund | INVESCO INDIA FOCUSED FUND - Growth | HSBC Focused Fund - Regular Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹7265 Cr | ₹1647 Cr |
Min Investment | ₹1000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 29 Sep 2020 | 22 Jul 2020 |
Category | Focused | Focused |
Fund Type | Open Ended | Open Ended |
Benchmark | BSE 500 | NIFTY 500 TRI |
Turn Over | 84% | 95% |
Expense Ratio | 1.87 | 2.09 |
Manager | Hiten Jain | Cheenu Gupta |
ISIN Code | INF205KA1189 | INF336L01PE6 |
Exits Load | Invesco India Focused Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | HSBC Focused Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | INVESCO INDIA FOCUSED FUND - Growth | HSBC Focused Fund - Regular Growth |
---|---|---|
1 Month | 1.73% | 2.47% |
6 Month | 16.73% | 20.26% |
1 Year | -0.34% | -0.96% |
3 Year | 24.42% | 17.07% |
5 Year | - | 19.84% |
SIP Return Analysis
Scheme Name | INVESCO INDIA FOCUSED FUND - Growth | HSBC Focused Fund - Regular Growth |
---|---|---|
6 Month | 3.43% | 4.65% |
1 Year | 9.94% | 10.64% |
3 Year | 24.56% | 15.59% |
5 Year | - | 15.39% |
Rolling Lumpsum Returns
Scheme Name | INVESCO INDIA FOCUSED FUND - Growth | HSBC Focused Fund - Regular Growth |
---|---|---|
1 Year | 16.72% | 17.78% |
3 Year | 21.22% | 18.03% |
5 Year | - | 20.39% |
Risk Management
Scheme Name | INVESCO INDIA FOCUSED FUND - Growth | HSBC Focused Fund - Regular Growth |
---|---|---|
Standard Deviation | 14.98% | 14.57% |
Sharp | 1.00% | 0.62% |
Beta | 0.99% | 1.00% |
Alpha | 7.17% | 1.10% |
Fund Managers
Scheme Name | INVESCO INDIA FOCUSED FUND - Growth | HSBC Focused Fund - Regular Growth |
---|---|---|
Name | Hiten Jain | Cheenu Gupta |
Total AUM | ₹4078 Cr | ₹0 Cr |
Funds Managed | 4 | 9 |
INVESCO INDIA FOCUSED FUND - Growth | HSBC Focused Fund - Regular Growth |
Market Cap
Scheme Name |
INVESCO INDIA FOCUSED FUND - Growth |
HSBC Focused Fund - Regular Growth |
---|---|---|
Others | 5.91 | 13.86 |
Large Cap | 56.19 | 42.56 |
Small Cap | 14.97 | 18.03 |
Mid Cap | 22.92 | 25.55 |
Sector Allocation
Scheme Name |
INVESCO INDIA FOCUSED FUND - Growth |
HSBC Focused Fund - Regular Growth |
---|---|---|
Others | 5.91 | 5.44 |
Technology | 10.26 | 8.02 |
Industrials | 31.71 | 14.56 |
Healthcare | 10.32 | 9.24 |
Financial Services | 20.67 | 38.31 |
Basic Materials | 2.99 | 3.6 |
Consumer Cyclical | 14.18 | 14.77 |
Consumer Defensive | 3.95 | 3.23 |
Energy | - | 2.84 |
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