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) | ₹4801 Cr | ₹1723 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 | -1.38% | 0.63% |
| 6 Month | -8% | 2.19% |
| 1 Year | -3.92% | 2.11% |
| 3 Year | 21.06% | 16.86% |
| 5 Year | 16.91% | 14.56% |
SIP Return Analysis
| Scheme Name | INVESCO INDIA FOCUSED FUND - Growth | HSBC Focused Fund - Regular Growth |
|---|---|---|
| 6 Month | -4.74% | 1.69% |
| 1 Year | -5.01% | 12.92% |
| 3 Year | 13.67% | 12.82% |
| 5 Year | 15.54% | 13.72% |
Rolling Lumpsum Returns
| Scheme Name | INVESCO INDIA FOCUSED FUND - Growth | HSBC Focused Fund - Regular Growth |
|---|---|---|
| 1 Year | 14.46% | 15.02% |
| 3 Year | 21.81% | 17.55% |
| 5 Year | 21.42% | 19.53% |
Risk Management
| Scheme Name | INVESCO INDIA FOCUSED FUND - Growth | HSBC Focused Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 14.86% | 13.87% |
| Sharp | 0.95% | 0.77% |
| Beta | 0.99% | 0.98% |
| Alpha | 4.63% | 1.18% |
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 | 17.07 | 17.22 |
| Large Cap | 54.13 | 43.83 |
| Small Cap | 14.55 | 14.28 |
| Mid Cap | 14.25 | 24.67 |
Sector Allocation
| Scheme Name |
INVESCO INDIA FOCUSED FUND - Growth |
HSBC Focused Fund - Regular Growth |
|---|---|---|
| Others | 8.38 | 6.89 |
| Industrials | 29.43 | 15.68 |
| Healthcare | 5.54 | 9.52 |
| Financial Services | 25.38 | 34.98 |
| Real Estate | 2.62 | - |
| Consumer Cyclical | 13.61 | 14.26 |
| Consumer Defensive | 3.37 | 4.9 |
| Technology | 11.67 | 8.75 |
| Basic Materials | - | 2.2 |
| Energy | - | 2.82 |
Top Comparisons
HDFC Equity Savings Fund - GROWTH PLAN
3Y Returns10.09%
SBI Equity Savings Fund - Regular Plan - Growth
3Y Returns11.16%
Edelweiss US Technology Equity Fund of Fund- Regular Plan- Growth
3Y Returns37.15%
Sundaram Global Brand Theme - Equity Active FOF Regular Growth
3Y Returns21.55%
Mirae Asset Midcap Fund - Regular Plan-Growth Option
3Y Returns19.59%
Sundaram Mid Cap Fund Regular Plan - Growth
3Y Returns23.76%
HDFC Multi-Asset Allocation Fund - Growth Option
3Y Returns14.53%
Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option
3Y Returns5.18%