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INVESCO INDIA FOCUSED FUND vs HSBC Focused Fund compare

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tortoise-icon INVESCO INDIA FOCUSED FUND - Growth

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tortoise-icon HSBC Focused Fund - Regular Growth

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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) ₹7448 Cr ₹1708 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 -4.03% 0.19%
6 Month -6.09% 2.56%
1 Year -9.38% -3.56%
3 Year 20.03% 15.59%
5 Year 18.98% 16.17%

SIP Return Analysis

Scheme Name INVESCO INDIA FOCUSED FUND - Growth HSBC Focused Fund - Regular Growth
6 Month -3.09% 2.33%
1 Year 0.42% 13.89%
3 Year 17.55% 13.94%
5 Year 17.55% 14.35%

Rolling Lumpsum Returns

Scheme Name INVESCO INDIA FOCUSED FUND - Growth HSBC Focused Fund - Regular Growth
1 Year 14.83% 15.59%
3 Year 21.96% 17.62%
5 Year 22.52% 19.65%

Risk Management

Scheme Name INVESCO INDIA FOCUSED FUND - Growth HSBC Focused Fund - Regular Growth
Standard Deviation 14.79% 14.19%
Sharp 0.97% 0.64%
Beta 0.99% 0.99%
Alpha 5.81% 0.55%

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 9.95 13.82
Large Cap 58.49 44.6
Small Cap 14.1 16.5
Mid Cap 17.47 25.07

Sector Allocation

Scheme Name

INVESCO INDIA FOCUSED FUND - Growth

HSBC Focused Fund - Regular Growth

Others 6.14 5.53
Industrials 30.25 16.53
Healthcare 9.73 9.64
Financial Services 23.44 34.38
Real Estate 2.99 -
Consumer Defensive 3.55 4.94
Technology 9.76 8.09
Consumer Cyclical 14.14 15.43
Basic Materials - 2.48
Energy - 2.99

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