Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0
Diwali Decoration Items Diwali Decoration Items

INVESCO INDIA FOCUSED FUND vs Nippon India Focused Equity Fund compare

Link copied to clipboard!

tortoise-icon Nippon India Focused Fund - Growth Plan -Growth Option

Invest Now

tortoise-icon INVESCO INDIA FOCUSED FUND - Growth

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹8464 Cr ₹7280 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 1.01% -0.14%
6 Month 6.7% 5.07%
1 Year 4.4% -
3 Year 14.73% 23.6%
5 Year 21.86% 22.72%

SIP Return Analysis

Scheme Name Nippon India Focused Fund - Growth Plan -Growth Option INVESCO INDIA FOCUSED FUND - Growth
6 Month 1.46% 0.82%
1 Year 12.83% 8.9%
3 Year 13.78% 22.91%
5 Year 14.71% 20.68%

Rolling Lumpsum Returns

Scheme Name Nippon India Focused Fund - Growth Plan -Growth Option INVESCO INDIA FOCUSED FUND - Growth
1 Year 10.22% 15.81%
3 Year 14.95% 21.67%
5 Year 16.49% -

Risk Management

Scheme Name Nippon India Focused Fund - Growth Plan -Growth Option INVESCO INDIA FOCUSED FUND - Growth
Standard Deviation 12.79% 14.81%
Sharp 0.69% 1.06%
Beta 0.91% 0.99%
Alpha -0.87% 6.36%

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 4.89 7.3
Large Cap 61.37 55.59
Mid Cap 20.85 20.32
Small Cap 12.89 16.8

Sector Allocation

Scheme Name

Nippon India Focused Fund - Growth Plan -Growth Option

INVESCO INDIA FOCUSED FUND - Growth

Others 4.89 7.3
Energy 5.58 -
Technology 4.86 9.54
Financial Services 33.01 20.46
Basic Materials 3.25 2.85
Consumer Cyclical 19.03 13.9
Healthcare 10.35 10.82
Communication Services 1.17 -
Consumer Defensive 3.08 3.55
Industrials 10.88 31.58
Utilities 3.9 -

Top Comparisons

Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan

3Y Returns22.92%

VS

HSBC NIFTY 50 INDEX FUND - Regular Growth HSBC NIFTY 50 INDEX FUND - Regular Growth

3Y Returns14.29%

Compare Now

HDFC Short Term  Debt Fund - Growth Option HDFC Short Term Debt Fund - Growth Option

3Y Returns7.96%

VS

SBI Short Term Debt Fund - Regular Plan -Growth SBI Short Term Debt Fund - Regular Plan -Growth

3Y Returns7.65%

Compare Now

ICICI Prudential MidCap Fund - Growth ICICI Prudential MidCap Fund - Growth

3Y Returns22.52%

VS

PGIM India Midcap Fund - Regular Plan - Growth Option PGIM India Midcap Fund - Regular Plan - Growth Option

3Y Returns14.16%

Compare Now

Franklin India ELSS Tax Saver Fund-Growth Franklin India ELSS Tax Saver Fund-Growth

3Y Returns19.02%

VS

PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option

3Y Returns13.51%

Compare Now
Add to Cart Successfully