- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
INVESCO INDIA FOCUSED FUND vs Tata Focused Equity Fund compare
INVESCO INDIA FOCUSED FUND - Growth
Tata Focused Fund-Regular Plan-Growth
Chart Comparison
Overview
| Scheme Name | INVESCO INDIA FOCUSED FUND - Growth | Tata Focused Fund-Regular Plan-Growth |
|---|---|---|
| Fund | INVESCO INDIA FOCUSED FUND - Growth | Tata Focused Fund-Regular Plan-Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Average |
| Asset Size (Cr) | ₹4202 Cr | ₹1819 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 29 Sep 2020 | 05 Dec 2019 |
| Category | Focused | Focused |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 500 | NIFTY 500 TRI |
| Turn Over | 84% | 32.33% |
| Expense Ratio | 1.87 | 2.04 |
| Manager | Hiten Jain | Kapil Malhotra |
| ISIN Code | INF205KA1189 | INF277K010Y2 |
| 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 | Tata Focused Equity 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 | Tata Focused Fund-Regular Plan-Growth |
|---|---|---|
| 1 Month | -1.35% | 0.86% |
| 6 Month | 5.91% | 8.75% |
| 1 Year | -0.29% | -0.28% |
| 3 Year | 22.28% | 14.12% |
| 5 Year | 21.57% | 17.85% |
SIP Return Analysis
| Scheme Name | INVESCO INDIA FOCUSED FUND - Growth | Tata Focused Fund-Regular Plan-Growth |
|---|---|---|
| 6 Month | -2.52% | 1.42% |
| 1 Year | 2.29% | 7.92% |
| 3 Year | 19.39% | 11.79% |
| 5 Year | 18.54% | 13.34% |
Rolling Lumpsum Returns
| Scheme Name | INVESCO INDIA FOCUSED FUND - Growth | Tata Focused Fund-Regular Plan-Growth |
|---|---|---|
| 1 Year | 15.06% | 17.79% |
| 3 Year | 21.93% | 18.47% |
| 5 Year | 22.75% | 20.13% |
Risk Management
| Scheme Name | INVESCO INDIA FOCUSED FUND - Growth | Tata Focused Fund-Regular Plan-Growth |
|---|---|---|
| Standard Deviation | 14.74% | 12.52% |
| Sharp | 1.01% | 0.65% |
| Beta | 0.98% | 0.91% |
| Alpha | 5.66% | -0.40% |
Fund Managers
| Scheme Name | INVESCO INDIA FOCUSED FUND - Growth | Tata Focused Fund-Regular Plan-Growth |
|---|---|---|
| Name | Hiten Jain | Kapil Malhotra |
| Total AUM | ₹4078 Cr | ₹18472 Cr |
| Funds Managed | 4 | 7 |
| INVESCO INDIA FOCUSED FUND - Growth | Tata Focused Fund-Regular Plan-Growth |
Market Cap
| Scheme Name |
INVESCO INDIA FOCUSED FUND - Growth |
Tata Focused Fund-Regular Plan-Growth |
|---|---|---|
| Others | 7.3 | 9.03 |
| Large Cap | 55.59 | 58.64 |
| Small Cap | 16.8 | 15.38 |
| Mid Cap | 20.32 | 16.95 |
Sector Allocation
| Scheme Name |
INVESCO INDIA FOCUSED FUND - Growth |
Tata Focused Fund-Regular Plan-Growth |
|---|---|---|
| Others | 7.3 | 6.62 |
| Industrials | 31.58 | 10.69 |
| Healthcare | 10.82 | 16.76 |
| Financial Services | 20.46 | 26.1 |
| Basic Materials | 2.85 | 2.36 |
| Consumer Defensive | 3.55 | 1.94 |
| Technology | 9.54 | 14.36 |
| Consumer Cyclical | 13.9 | 8.37 |
| Energy | - | 4.17 |
| Real Estate | - | 2.29 |
| Utilities | - | 6.34 |
Top Comparisons
Mahindra Manulife Focused Fund - Regular Plan - Growth
3Y Returns18.25%
HSBC Focused Fund - Regular Growth
3Y Returns15.61%
Bajaj Finserv Arbitrage Fund Regular - Growth
3Y Returns0%
HSBC Arbitrage Fund - Regular Growth
3Y Returns6.9%
Nippon India Floater Fund - Regular Plan - Growth Option
3Y Returns7.91%
Axis Floater Fund - Regular Plan - Growth
3Y Returns8.05%
HSBC Ultra Short Duration Fund - Regular Growth
3Y Returns7.17%
Canara Robeco Ultra Short Term Fund - Regular Plan - Growth Option
3Y Returns6.58%
