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Tata Focused Equity Fund vs INVESCO INDIA FOCUSED FUND compare
INVESCO INDIA FOCUSED FUND - Growth
Tata Focused Fund-Regular Plan-Growth
Chart Comparison
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) | ₹7265 Cr | ₹1813 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 |
Trailing Lumpsum Returns
| Scheme Name | INVESCO INDIA FOCUSED FUND - Growth | Tata Focused Fund-Regular Plan-Growth |
|---|---|---|
| 1 Month | 0.71% | 2.09% |
| 6 Month | 16.1% | 14.33% |
| 1 Year | -0.66% | -5.68% |
| 3 Year | 23.27% | 14.97% |
| 5 Year | - | 20.07% |
SIP Return Analysis
| Scheme Name | INVESCO INDIA FOCUSED FUND - Growth | Tata Focused Fund-Regular Plan-Growth |
|---|---|---|
| 6 Month | 3.43% | 3.9% |
| 1 Year | 9.94% | 8.22% |
| 3 Year | 24.56% | 13.85% |
| 5 Year | - | 14.8% |
Rolling Lumpsum Returns
| Scheme Name | INVESCO INDIA FOCUSED FUND - Growth | Tata Focused Fund-Regular Plan-Growth |
|---|---|---|
| 1 Year | 16.72% | 19.73% |
| 3 Year | 21.22% | 18.87% |
| 5 Year | - | 21.71% |
Risk Management
| Scheme Name | INVESCO INDIA FOCUSED FUND - Growth | Tata Focused Fund-Regular Plan-Growth |
|---|---|---|
| Standard Deviation | 14.98% | 13.13% |
| Sharp | 1.00% | 0.62% |
| Beta | 0.99% | 0.93% |
| Alpha | 7.17% | 0.77% |
Fund Managers
| 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 |
Market Cap
| Scheme Name |
INVESCO INDIA FOCUSED FUND - Growth |
Tata Focused Fund-Regular Plan-Growth |
|---|---|---|
| Others | 2.78 | 9.79 |
| Large Cap | 60.09 | 56.53 |
| Small Cap | 12.89 | 18.27 |
| Mid Cap | 24.24 | 15.42 |
Sector Allocation
| Scheme Name |
INVESCO INDIA FOCUSED FUND - Growth |
Tata Focused Fund-Regular Plan-Growth |
|---|---|---|
| Others | 2.78 | 9.79 |
| Technology | 13.54 | 13.58 |
| Industrials | 30.66 | 7.99 |
| Healthcare | 10.34 | 15.33 |
| Financial Services | 21.5 | 26.76 |
| Basic Materials | 3.18 | 2.36 |
| Consumer Cyclical | 14.11 | 9.41 |
| Consumer Defensive | 3.89 | 1.93 |
| Energy | - | 4.24 |
| Real Estate | - | 1.78 |
| Utilities | - | 6.83 |
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