Nippon India Focused Equity Fund vs INVESCO INDIA FOCUSED 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) | ₹8788 Cr | ₹4153 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 | -1.65% | -0.52% |
6 Month | 10.42% | 8.29% |
1 Year | -0.69% | 5.64% |
3 Year | 15.28% | 25% |
5 Year | 23.35% | - |
SIP Return Analysis
Scheme Name | Nippon India Focused Fund - Growth Plan -Growth Option | INVESCO INDIA FOCUSED FUND - Growth |
---|---|---|
6 Month | 6.44% | 6.88% |
1 Year | 10.38% | 9.03% |
3 Year | 15.65% | 26.95% |
5 Year | 16.75% | - |
Rolling Lumpsum Returns
Scheme Name | Nippon India Focused Fund - Growth Plan -Growth Option | INVESCO INDIA FOCUSED FUND - Growth |
---|---|---|
1 Year | 10.41% | 16.72% |
3 Year | 15.09% | 21.22% |
5 Year | 16.39% | - |
Risk Management
Scheme Name | Nippon India Focused Fund - Growth Plan -Growth Option | INVESCO INDIA FOCUSED FUND - Growth |
---|---|---|
Standard Deviation | 12.79% | 15.05% |
Sharp | 1% | 1.34% |
Beta | 0.92% | 0.95% |
Alpha | -0.94% | 6.66% |
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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 | 6.12 | 3.39 |
Large Cap | 57.35 | 61.04 |
Small Cap | 13.82 | 13.72 |
Mid Cap | 22.71 | 21.85 |
Sector Allocation
Scheme Name |
Nippon India Focused Fund - Growth Plan -Growth Option |
INVESCO INDIA FOCUSED FUND - Growth |
---|---|---|
Others | 6.12 | 3.39 |
Energy | 5.91 | - |
Technology | 4.11 | 13.92 |
Communication Services | 1.21 | - |
Financial Services | 31.62 | 21.27 |
Basic Materials | 3.23 | 4.16 |
Consumer Cyclical | 22.27 | 13.39 |
Healthcare | 10.27 | 9.07 |
Industrials | 11.95 | 31.36 |
Utilities | 3.31 | - |
Consumer Defensive | - | 3.44 |
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