Quant Focused Fund vs INVESCO INDIA FOCUSED FUND compare
INVESCO INDIA FOCUSED FUND - Growth
Quant Focused Fund-Growth
Chart Comparison
Overview
Scheme Name | INVESCO INDIA FOCUSED FUND - Growth | Quant Focused Fund-Growth |
---|---|---|
Fund | INVESCO INDIA FOCUSED FUND - Growth | Quant Focused Fund-Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹3981 Cr | ₹1064 Cr |
Min Investment | ₹1000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹1000 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 29 Sep 2020 | 29 Aug 2008 |
Category | Focused | Focused |
Fund Type | Open Ended | Open Ended |
Benchmark | BSE 500 | NIFTY 500 TRI |
Turn Over | 84% | % |
Expense Ratio | 1.87 | 2.18 |
Manager | Hiten Jain | Sanjeev Sharma |
ISIN Code | INF205KA1189 | INF966L01374 |
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 | Quant Focused Fund - Growth charges 1.0% of sell value; if fund sold before 15 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | INVESCO INDIA FOCUSED FUND - Growth | Quant Focused Fund-Growth |
---|---|---|
1 Month | 2.11% | 3.26% |
6 Month | -1.21% | 0.69% |
1 Year | 7.65% | -3.99% |
3 Year | 28.31% | 20.8% |
5 Year | - | 23.74% |
SIP Return Analysis
Scheme Name | INVESCO INDIA FOCUSED FUND - Growth | Quant Focused Fund-Growth |
---|---|---|
6 Month | 9.01% | 8.86% |
1 Year | 11.86% | 4.8% |
3 Year | 27.79% | 14.68% |
5 Year | - | 16.9% |
Rolling Lumpsum Returns
Scheme Name | INVESCO INDIA FOCUSED FUND - Growth | Quant Focused Fund-Growth |
---|---|---|
1 Year | 18.19% | 14.3% |
3 Year | 20.8% | 17.06% |
5 Year | - | 15.84% |
Risk Management
Scheme Name | INVESCO INDIA FOCUSED FUND - Growth | Quant Focused Fund-Growth |
---|---|---|
Standard Deviation | 15.57% | 15.933% |
Sharp | 1.15% | 0.641% |
Beta | 0.96% | 1.052% |
Alpha | 6.94% | 1.751% |
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Fund Managers
Scheme Name | INVESCO INDIA FOCUSED FUND - Growth | Quant Focused Fund-Growth |
---|---|---|
Name | Hiten Jain | Sanjeev Sharma |
Total AUM | ₹4078 Cr | ₹39731 Cr |
Funds Managed | 4 | 22 |
INVESCO INDIA FOCUSED FUND - Growth | Quant Focused Fund-Growth |
Market Cap
Scheme Name |
INVESCO INDIA FOCUSED FUND - Growth |
Quant Focused Fund-Growth |
---|---|---|
Others | 4.5 | 21.56 |
Large Cap | 60.67 | 70.25 |
Small Cap | 13.78 | 4.23 |
Mid Cap | 21.05 | 3.96 |
Sector Allocation
Scheme Name |
INVESCO INDIA FOCUSED FUND - Growth |
Quant Focused Fund-Growth |
---|---|---|
Others | 4.5 | 21.56 |
Technology | 13.25 | 3.12 |
Industrials | 30.71 | 8.27 |
Healthcare | 10.28 | 5.59 |
Financial Services | 20.91 | 19.21 |
Basic Materials | 3.88 | 10.27 |
Consumer Cyclical | 12.73 | 3.41 |
Consumer Defensive | 3.74 | - |
Energy | - | 16.45 |
Utilities | - | 5.19 |
Real Estate | - | 6.93 |
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