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) ₹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

Top Comparisons

Aditya Birla Sun Life Money Manager Fund - Growth Aditya Birla Sun Life Money Manager Fund - Growth

3Y Returns7.54%

VS

Aditya Birla Sun Life Money Manager Fund - Growth Aditya Birla Sun Life Money Manager Fund - Growth

3Y Returns7.54%

Compare Now

INVESCO INDIA ULTRA SHORT DURATION FUND - Growth INVESCO INDIA ULTRA SHORT DURATION FUND - Growth

3Y Returns6.94%

VS

LIC MF Ultra Short Term Fund Regular - Growth LIC MF Ultra Short Term Fund Regular - Growth

3Y Returns6.43%

Compare Now

Nippon India Flexi Cap Fund - Regular Plan - Growth Plan - Growth Option Nippon India Flexi Cap Fund - Regular Plan - Growth Plan - Growth Option

3Y Returns15.94%

VS

Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option

3Y Returns22.7%

Compare Now

Mahindra Manulife Dynamic Bond Fund - Regular Plan - Growth Mahindra Manulife Dynamic Bond Fund - Regular Plan - Growth

3Y Returns6.84%

VS

Mirae Asset Dynamic Bond Fund-Regular Plan Growth Mirae Asset Dynamic Bond Fund-Regular Plan Growth

3Y Returns6.63%

Compare Now
Add to Cart Successfully