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INVESCO INDIA FOCUSED FUND vs Nippon India Focused Equity Fund compare

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

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tortoise-icon INVESCO INDIA FOCUSED FUND - Growth

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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) ₹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

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