Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

INVESCO INDIA FOCUSED FUND vs HSBC Focused Fund compare

Link copied to clipboard!

tortoise-icon INVESCO INDIA FOCUSED FUND - Growth

Invest Now

tortoise-icon HSBC Focused Fund - Regular Growth

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹4199 Cr ₹1686 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 0.85% 1.3%
6 Month 12.94% 14.36%
1 Year 5.07% 2.37%
3 Year 24.01% 16.72%
5 Year - 20.22%

SIP Return Analysis

Scheme Name INVESCO INDIA FOCUSED FUND - Growth HSBC Focused Fund - Regular Growth
6 Month 5.17% 5.8%
1 Year 7.6% 6.17%
3 Year 25.25% 15.2%
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 14.79% 14.43%
Sharp 1.16% 0.73%
Beta 0.97% 0.98%
Alpha 7.32% 0.75%

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 2.78 13.32
Large Cap 60.09 41.24
Small Cap 12.89 18.77
Mid Cap 24.24 26.67

Sector Allocation

Scheme Name

INVESCO INDIA FOCUSED FUND - Growth

HSBC Focused Fund - Regular Growth

Others 2.78 4.82
Technology 13.54 7.55
Industrials 30.66 14.91
Healthcare 10.34 9.44
Financial Services 21.5 39.67
Basic Materials 3.18 4.37
Consumer Cyclical 14.11 13.4
Consumer Defensive 3.89 2.99
Energy - 2.86

Top Comparisons

Kotak Corporate Bond Fund- Regular Plan-Growth Option Kotak Corporate Bond Fund- Regular Plan-Growth Option

3Y Returns7.57%

VS

Axis Corporate Bond Fund - Regular Plan Growth Axis Corporate Bond Fund - Regular Plan Growth

3Y Returns7.5%

Compare Now

INVESCO INDIA FOCUSED FUND - Growth INVESCO INDIA FOCUSED FUND - Growth

3Y Returns24.01%

VS

Canara Robeco Focused Fund - Regular Plan - Growth Option Canara Robeco Focused Fund - Regular Plan - Growth Option

3Y Returns17.94%

Compare Now

Tata India Pharma & Healthcare Fund-Regular Plan-Growth Tata India Pharma & Healthcare Fund-Regular Plan-Growth

3Y Returns24%

VS

UTI Healthcare Fund - Regular Plan - Growth Option UTI Healthcare Fund - Regular Plan - Growth Option

3Y Returns25.92%

Compare Now

Franklin India Balanced Advantage Fund- Growth Franklin India Balanced Advantage Fund- Growth

3Y Returns0%

VS

Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option

3Y Returns11.82%

Compare Now
Add to Cart Successfully