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) | ₹4202 Cr | ₹1656 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 | -1.29% | 0.05% |
| 6 Month | 3.88% | 9.9% |
| 1 Year | -3.19% | -0.59% |
| 3 Year | 21.81% | 15.5% |
| 5 Year | 21.79% | 18.13% |
SIP Return Analysis
| Scheme Name | INVESCO INDIA FOCUSED FUND - Growth | HSBC Focused Fund - Regular Growth |
|---|---|---|
| 6 Month | -0.76% | 3.13% |
| 1 Year | 4.3% | 12.96% |
| 3 Year | 20.83% | 14.93% |
| 5 Year | 19.37% | 14.93% |
Rolling Lumpsum Returns
| Scheme Name | INVESCO INDIA FOCUSED FUND - Growth | HSBC Focused Fund - Regular Growth |
|---|---|---|
| 1 Year | 15.81% | 16.69% |
| 3 Year | 21.67% | 17.82% |
| 5 Year | - | 19.88% |
Risk Management
| Scheme Name | INVESCO INDIA FOCUSED FUND - Growth | HSBC Focused Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 14.74% | 14.21% |
| Sharp | 1.01% | 0.67% |
| Beta | 0.98% | 0.99% |
| Alpha | 5.66% | 0.20% |
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 | 7.3 | 11.63 |
| Large Cap | 55.59 | 45.82 |
| Small Cap | 16.8 | 17.03 |
| Mid Cap | 20.32 | 25.52 |
Sector Allocation
| Scheme Name |
INVESCO INDIA FOCUSED FUND - Growth |
HSBC Focused Fund - Regular Growth |
|---|---|---|
| Others | 7.3 | 3.13 |
| Industrials | 31.58 | 18.17 |
| Healthcare | 10.82 | 9.43 |
| Financial Services | 20.46 | 34.76 |
| Basic Materials | 2.85 | 2.56 |
| Consumer Defensive | 3.55 | 5.21 |
| Technology | 9.54 | 7.77 |
| Consumer Cyclical | 13.9 | 16.08 |
| Energy | - | 2.89 |
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