INVESCO INDIA FOCUSED FUND vs Tata Focused Equity Fund compare

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INVESCO INDIA FOCUSED FUND - Growth

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Tata Focused Fund-Regular Plan-Growth

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Chart Comparison

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

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)	₹4153 Cr	₹1847 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

Scheme Name	INVESCO INDIA FOCUSED FUND - Growth	Tata Focused Fund-Regular Plan-Growth
1 Month	-0.97%	-0.72%
6 Month	10.49%	6%
1 Year	6.13%	-2.74%
3 Year	25.11%	16.43%
5 Year	-	20.85%

Scheme Name	INVESCO INDIA FOCUSED FUND - Growth	Tata Focused Fund-Regular Plan-Growth
6 Month	6.88%	3.09%
1 Year	9.03%	-0.81%
3 Year	26.95%	13.5%
5 Year	-	15.19%

Scheme Name	INVESCO INDIA FOCUSED FUND - Growth	Tata Focused Fund-Regular Plan-Growth
1 Year	18.19%	20.84%
3 Year	20.8%	18.86%
5 Year	-	19.02%

Scheme Name	INVESCO INDIA FOCUSED FUND - Growth	Tata Focused Fund-Regular Plan-Growth
Standard Deviation	15.05%	13.69%
Sharp	1.34%	0.92%
Beta	0.95%	0.93%
Alpha	6.66%	-0.56%

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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

Scheme Name	INVESCO INDIA FOCUSED FUND - Growth	Tata Focused Fund-Regular Plan-Growth
Others	3.39	9.07
Large Cap	61.04	57.74
Small Cap	13.72	17.66
Mid Cap	21.85	15.54

Scheme Name	INVESCO INDIA FOCUSED FUND - Growth	Tata Focused Fund-Regular Plan-Growth
Others	3.39	9.07
Technology	13.92	14.61
Industrials	31.36	7.84
Healthcare	9.07	12.46
Financial Services	21.27	27.11
Basic Materials	4.16	2.3
Consumer Cyclical	13.39	11.59
Consumer Defensive	3.44	1.74
Energy	-	4.52
Real Estate	-	1.96
Utilities	-	6.81