INVESCO INDIA FOCUSED FUND vs Nippon India Focused Equity Fund compare
Nippon India Focused Fund - Growth Plan -Growth Option
INVESCO INDIA FOCUSED FUND - Growth
Chart Comparison
Overview
| Scheme Name | Nippon India Focused Fund - Growth Plan -Growth Option | INVESCO INDIA FOCUSED FUND - Growth |
|---|---|---|
| Fund | Nippon India Focused Fund - Growth Plan -Growth Option | INVESCO INDIA FOCUSED FUND - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Very High |
| Asset Size (Cr) | ₹8712 Cr | ₹7448 Cr |
| Min Investment | ₹5000 | ₹1000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 26 Dec 2006 | 29 Sep 2020 |
| Category | Focused | Focused |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 500 | BSE 500 |
| Turn Over | 59% | 84% |
| Expense Ratio | 1.84 | 1.87 |
| Manager | Vinay Sharma | Hiten Jain |
| ISIN Code | INF204K01GE7 | INF205KA1189 |
| Exits Load | Nippon India Focused Equity Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Invesco India Focused Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Nippon India Focused Fund - Growth Plan -Growth Option | INVESCO INDIA FOCUSED FUND - Growth |
|---|---|---|
| 1 Month | 0.57% | -2.65% |
| 6 Month | 1.74% | -5.6% |
| 1 Year | 3.7% | -8.46% |
| 3 Year | 13.19% | 20.11% |
| 5 Year | 18.21% | 19.33% |
SIP Return Analysis
| Scheme Name | Nippon India Focused Fund - Growth Plan -Growth Option | INVESCO INDIA FOCUSED FUND - Growth |
|---|---|---|
| 6 Month | 3.11% | -3.09% |
| 1 Year | 15.92% | 0.42% |
| 3 Year | 13.58% | 17.55% |
| 5 Year | 14.13% | 17.55% |
Rolling Lumpsum Returns
| Scheme Name | Nippon India Focused Fund - Growth Plan -Growth Option | INVESCO INDIA FOCUSED FUND - Growth |
|---|---|---|
| 1 Year | 10.2% | 14.83% |
| 3 Year | 14.92% | 21.96% |
| 5 Year | 16.62% | 22.52% |
Risk Management
| Scheme Name | Nippon India Focused Fund - Growth Plan -Growth Option | INVESCO INDIA FOCUSED FUND - Growth |
|---|---|---|
| Standard Deviation | 12.79% | 14.79% |
| Sharp | 0.66% | 0.97% |
| Beta | 0.9% | 0.99% |
| Alpha | -0.75% | 5.81% |
Fund Managers
| Scheme Name | Nippon India Focused Fund - Growth Plan -Growth Option | INVESCO INDIA FOCUSED FUND - Growth |
|---|---|---|
| Name | Vinay Sharma | Hiten Jain |
| Total AUM | ₹14183 Cr | ₹4078 Cr |
| Funds Managed | 3 | 4 |
| Nippon India Focused Fund - Growth Plan -Growth Option | INVESCO INDIA FOCUSED FUND - Growth |
Market Cap
| Scheme Name |
Nippon India Focused Fund - Growth Plan -Growth Option |
INVESCO INDIA FOCUSED FUND - Growth |
|---|---|---|
| Others | 3.71 | 9.95 |
| Large Cap | 62.2 | 58.49 |
| Mid Cap | 21.24 | 17.47 |
| Small Cap | 12.85 | 14.1 |
Sector Allocation
| Scheme Name |
Nippon India Focused Fund - Growth Plan -Growth Option |
INVESCO INDIA FOCUSED FUND - Growth |
|---|---|---|
| Others | 3.71 | 6.14 |
| Energy | 5.56 | - |
| Technology | 4.86 | 9.76 |
| Financial Services | 34.14 | 23.44 |
| Basic Materials | 3.31 | - |
| Consumer Cyclical | 18.78 | 14.14 |
| Healthcare | 10.38 | 9.73 |
| Communication Services | 1.28 | - |
| Consumer Defensive | 3.24 | 3.55 |
| Industrials | 10.6 | 30.25 |
| Utilities | 4.14 | - |
| Real Estate | - | 2.99 |
Top Comparisons
Aditya Birla Sun Life Multi-Cap Fund-Regular Growth
3Y Returns15.44%
HSBC Multi Cap Fund - Regular - Growth
3Y Returns0%
DSP Healthcare Fund - Regular Plan - Growth
3Y Returns20.75%
Quant Healthcare Fund Regular - Growth
3Y Returns0%
ICICI Prudential MidCap Fund - Growth
3Y Returns20.66%
Quant Mid Cap Fund-Growth
3Y Returns13.27%
WhiteOak Capital Ultra Short Term Fund- Regular plan-Growth Option
3Y Returns6.57%
Mahindra Manulife Ultra Short Duration Fund - Regular Plan - Growth
3Y Returns7.02%