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) | ₹3981 Cr | ₹1666 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 | 2.11% | 3.35% |
6 Month | -1.21% | -3.53% |
1 Year | 7.65% | 5.44% |
3 Year | 28.31% | 21.46% |
5 Year | - | - |
SIP Return Analysis
Scheme Name | INVESCO INDIA FOCUSED FUND - Growth | HSBC Focused Fund - Regular Growth |
---|---|---|
6 Month | 10.65% | 10.86% |
1 Year | 12.47% | 9.57% |
3 Year | 28.98% | 18.06% |
5 Year | - | - |
Rolling Lumpsum Returns
Scheme Name | INVESCO INDIA FOCUSED FUND - Growth | HSBC Focused Fund - Regular Growth |
---|---|---|
1 Year | 18.19% | 19.18% |
3 Year | 20.8% | 17.81% |
5 Year | - | - |
Risk Management
Scheme Name | INVESCO INDIA FOCUSED FUND - Growth | HSBC Focused Fund - Regular Growth |
---|---|---|
Standard Deviation | 15.57% | 16.11% |
Sharp | 1.15% | 0.70% |
Beta | 0.96% | 1.03% |
Alpha | 6.94% | -0.44% |
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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 | 4.5 | 11.77 |
Large Cap | 60.67 | 41.48 |
Small Cap | 13.78 | 21.57 |
Mid Cap | 21.05 | 25.18 |
Sector Allocation
Scheme Name |
INVESCO INDIA FOCUSED FUND - Growth |
HSBC Focused Fund - Regular Growth |
---|---|---|
Others | 4.5 | 6.97 |
Technology | 13.25 | 7.72 |
Industrials | 30.71 | 13.87 |
Healthcare | 10.28 | 10.7 |
Financial Services | 20.91 | 37.2 |
Basic Materials | 3.88 | 5.31 |
Consumer Cyclical | 12.73 | 12.54 |
Consumer Defensive | 3.74 | 2.82 |
Energy | - | 2.87 |
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