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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) | ₹4202 Cr | ₹1819 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 | -1.42% | 1.83% |
| 6 Month | 1.61% | 5.88% |
| 1 Year | 3.2% | 3.11% |
| 3 Year | 22.16% | 14.39% |
| 5 Year | 21.55% | 18.05% |
SIP Return Analysis
| Scheme Name | INVESCO INDIA FOCUSED FUND - Growth | Tata Focused Fund-Regular Plan-Growth |
|---|---|---|
| 6 Month | -2.52% | 1.42% |
| 1 Year | 2.29% | 7.92% |
| 3 Year | 19.39% | 11.79% |
| 5 Year | 18.54% | 13.34% |
Rolling Lumpsum Returns
| Scheme Name | INVESCO INDIA FOCUSED FUND - Growth | Tata Focused Fund-Regular Plan-Growth |
|---|---|---|
| 1 Year | 15.06% | 17.79% |
| 3 Year | 21.93% | 18.47% |
| 5 Year | 22.75% | 20.13% |
Risk Management
| Scheme Name | INVESCO INDIA FOCUSED FUND - Growth | Tata Focused Fund-Regular Plan-Growth |
|---|---|---|
| Standard Deviation | 14.74% | 12.52% |
| Sharp | 1.01% | 0.65% |
| Beta | 0.98% | 0.91% |
| Alpha | 5.66% | -0.40% |
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 | 7.3 | 9.03 |
| Large Cap | 55.59 | 58.64 |
| Small Cap | 16.8 | 15.38 |
| Mid Cap | 20.32 | 16.95 |
Sector Allocation
| Scheme Name |
INVESCO INDIA FOCUSED FUND - Growth |
Tata Focused Fund-Regular Plan-Growth |
|---|---|---|
| Others | 7.3 | 6.62 |
| Industrials | 31.58 | 10.69 |
| Healthcare | 10.82 | 16.76 |
| Financial Services | 20.46 | 26.1 |
| Basic Materials | 2.85 | 2.36 |
| Consumer Defensive | 3.55 | 1.94 |
| Technology | 9.54 | 14.36 |
| Consumer Cyclical | 13.9 | 8.37 |
| Energy | - | 4.17 |
| Real Estate | - | 2.29 |
| Utilities | - | 6.34 |
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