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) | ₹8887 Cr | ₹4801 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 | 0.34% | -2.5% |
| 6 Month | 3.47% | -4.67% |
| 1 Year | 9.07% | -6.26% |
| 3 Year | 16.27% | 22.63% |
| 5 Year | 18.31% | 18.84% |
SIP Return Analysis
| Scheme Name | Nippon India Focused Fund - Growth Plan -Growth Option | INVESCO INDIA FOCUSED FUND - Growth |
|---|---|---|
| 6 Month | 0.44% | -5.83% |
| 1 Year | 10.57% | -4.61% |
| 3 Year | 12.66% | 15.64% |
| 5 Year | 13.74% | 16.77% |
Rolling Lumpsum Returns
| Scheme Name | Nippon India Focused Fund - Growth Plan -Growth Option | INVESCO INDIA FOCUSED FUND - Growth |
|---|---|---|
| 1 Year | 10.1% | 14.74% |
| 3 Year | 14.89% | 21.88% |
| 5 Year | 16.65% | 21.71% |
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 | 7.41 | 17.07 |
| Large Cap | 61.42 | 54.13 |
| Mid Cap | 19.76 | 14.25 |
| Small Cap | 11.41 | 14.55 |
Sector Allocation
| Scheme Name |
Nippon India Focused Fund - Growth Plan -Growth Option |
INVESCO INDIA FOCUSED FUND - Growth |
|---|---|---|
| Others | 4.64 | 8.38 |
| Energy | 5.75 | - |
| Technology | 5.01 | 11.67 |
| Financial Services | 32.96 | 25.38 |
| Basic Materials | 3.08 | - |
| Consumer Cyclical | 20.04 | 13.61 |
| Healthcare | 10.43 | 5.54 |
| Communication Services | 1.11 | - |
| Consumer Defensive | 3.26 | 3.37 |
| Industrials | 9.79 | 29.43 |
| Utilities | 3.93 | - |
| Real Estate | - | 2.62 |
Top Comparisons
Nippon India Corporate Bond Fund - Growth Plan - Growth Option
3Y Returns7.7%
DSP Corporate Bond Fund - Regular - Growth
3Y Returns7.24%
Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth
3Y Returns21.75%
Tata Infrastructure Fund-Regular Plan- Growth Option
3Y Returns19.4%
ICICI Prudential Value Fund - Growth
3Y Returns22.48%
HDFC Value Fund - Growth Plan
3Y Returns20.34%
HDFC Money Market Fund - Growth Option
3Y Returns7.43%
Tata Money Market Fund-Regular Plan - Growth Option
3Y Returns7.48%