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) | ₹8464 Cr | ₹7280 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 | 3.16% | 1.19% |
| 6 Month | 7.49% | 5.03% |
| 1 Year | 4.61% | 0.65% |
| 3 Year | 14.11% | 22.31% |
| 5 Year | 22.6% | 22.95% |
SIP Return Analysis
| Scheme Name | Nippon India Focused Fund - Growth Plan -Growth Option | INVESCO INDIA FOCUSED FUND - Growth |
|---|---|---|
| 6 Month | -0.26% | -1.87% |
| 1 Year | 8.33% | 2.05% |
| 3 Year | 11.77% | 19.99% |
| 5 Year | 13.41% | 18.98% |
Rolling Lumpsum Returns
| Scheme Name | Nippon India Focused Fund - Growth Plan -Growth Option | INVESCO INDIA FOCUSED FUND - Growth |
|---|---|---|
| 1 Year | 10.22% | 15.81% |
| 3 Year | 14.95% | 21.67% |
| 5 Year | 16.49% | - |
Risk Management
| Scheme Name | Nippon India Focused Fund - Growth Plan -Growth Option | INVESCO INDIA FOCUSED FUND - Growth |
|---|---|---|
| Standard Deviation | 12.79% | 14.81% |
| Sharp | 0.69% | 1.06% |
| Beta | 0.91% | 0.99% |
| Alpha | -0.87% | 6.36% |
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 | 4.89 | 7.3 |
| Large Cap | 61.37 | 55.59 |
| Mid Cap | 20.85 | 20.32 |
| Small Cap | 12.89 | 16.8 |
Sector Allocation
| Scheme Name |
Nippon India Focused Fund - Growth Plan -Growth Option |
INVESCO INDIA FOCUSED FUND - Growth |
|---|---|---|
| Others | 4.89 | 7.3 |
| Energy | 5.58 | - |
| Technology | 4.86 | 9.54 |
| Financial Services | 33.01 | 20.46 |
| Basic Materials | 3.25 | 2.85 |
| Consumer Cyclical | 19.03 | 13.9 |
| Healthcare | 10.35 | 10.82 |
| Communication Services | 1.17 | - |
| Consumer Defensive | 3.08 | 3.55 |
| Industrials | 10.88 | 31.58 |
| Utilities | 3.9 | - |
Top Comparisons
Mahindra Manulife Consumption Fund- Regular Plan - Growth
3Y Returns15.29%
Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)
3Y Returns16.12%
Tata India Consumer Fund-Regular Plan-Growth
3Y Returns17.94%
UTI India Consumer Fund - Regular Plan - Growth Option
3Y Returns13.52%
Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth
3Y Returns12.74%
HDFC Balanced Advantage Fund Regular Growth
3Y Returns18.59%
Tata Flexi Cap Fund -Regular Plan-Growth
3Y Returns16.03%
Quant Flexi Cap Fund-Growth
3Y Returns16.43%