INVESCO INDIA FOCUSED FUND vs Aditya Birla Sun Life Focused Equity Fund compare
INVESCO INDIA FOCUSED FUND - Growth
Aditya Birla Sun Life Focused Equity Fund -Growth Option
Chart Comparison
Overview
Scheme Name | INVESCO INDIA FOCUSED FUND - Growth | Aditya Birla Sun Life Focused Equity Fund -Growth Option |
---|---|---|
Fund | INVESCO INDIA FOCUSED FUND - Growth | Aditya Birla Sun Life Focused Equity Fund -Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹3361 Cr | ₹7354 Cr |
Min Investment | ₹1000 | ₹1000 |
Min SIP Invesment | ₹500 | ₹100 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 29 Sep 2020 | 24 Oct 2005 |
Category | Focused | Focused |
Fund Type | Open Ended | Open Ended |
Benchmark | BSE 500 | NIFTY 500 TRI |
Turn Over | 84% | 45% |
Expense Ratio | 1.87 | 1.82 |
Manager | Hiten Jain | Dhaval Joshi |
ISIN Code | INF205KA1189 | INF209K01462 |
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 | Aditya Birla Sun Life Focused Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | INVESCO INDIA FOCUSED FUND - Growth | Aditya Birla Sun Life Focused Equity Fund -Growth Option |
---|---|---|
1 Month | 6.88% | 4.38% |
6 Month | -3.04% | 0.92% |
1 Year | 16.15% | 12.68% |
3 Year | 26.22% | 18.27% |
5 Year | - | 21.53% |
SIP Return Analysis
Scheme Name | INVESCO INDIA FOCUSED FUND - Growth | Aditya Birla Sun Life Focused Equity Fund -Growth Option |
---|---|---|
6 Month | 1.17% | 3.38% |
1 Year | -2.61% | 0.22% |
3 Year | 24.36% | 15.34% |
5 Year | - | 15.42% |
Rolling Lumpsum Returns
Scheme Name | INVESCO INDIA FOCUSED FUND - Growth | Aditya Birla Sun Life Focused Equity Fund -Growth Option |
---|---|---|
1 Year | 18.19% | 12.74% |
3 Year | 20.8% | 12.42% |
5 Year | - | 13.62% |
Risk Management
Scheme Name | INVESCO INDIA FOCUSED FUND - Growth | Aditya Birla Sun Life Focused Equity Fund -Growth Option |
---|---|---|
Standard Deviation | 15.823% | 12.25% |
Sharp | 0.731% | 0.7% |
Beta | 0.973% | 0.89% |
Alpha | 5.017% | 0.77% |
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Fund Managers
Scheme Name | INVESCO INDIA FOCUSED FUND - Growth | Aditya Birla Sun Life Focused Equity Fund -Growth Option |
---|---|---|
Name | Hiten Jain | Dhaval Joshi |
Total AUM | ₹4078 Cr | ₹361932 Cr |
Funds Managed | 4 | 55 |
INVESCO INDIA FOCUSED FUND - Growth | Aditya Birla Sun Life Focused Equity Fund -Growth Option |
Market Cap
Scheme Name |
INVESCO INDIA FOCUSED FUND - Growth |
Aditya Birla Sun Life Focused Equity Fund -Growth Option |
---|---|---|
Others | 6.39 | 2.82 |
Large Cap | 56.74 | 82.09 |
Small Cap | 14.1 | 1.96 |
Mid Cap | 22.77 | 12.34 |
Sector Allocation
Scheme Name |
INVESCO INDIA FOCUSED FUND - Growth |
Aditya Birla Sun Life Focused Equity Fund -Growth Option |
---|---|---|
Others | 6.39 | 2.82 |
Technology | 13.99 | - |
Industrials | 26.95 | - |
Healthcare | 10.98 | - |
Financial Services | 17.84 | - |
Basic Materials | 3.86 | - |
Consumer Cyclical | 15.09 | - |
Consumer Defensive | 4.89 | - |
Petroleum Products | - | 5.85 |
IT - Software | - | 11.91 |
Construction | - | 4.15 |
Non - Ferrous Metals | - | 2.59 |
Banks | - | 22.48 |
Pharmaceuticals & Biotechnology | - | 3.08 |
Automobiles | - | 7.36 |
Insurance | - | 5.66 |
Agricultural Food & other Products | - | 2.38 |
Realty | - | 2.74 |
Consumer Durables | - | 4.06 |
Finance | - | 5.02 |
Telecom - Services | - | 4.58 |
Cement & Cement Products | - | 1.97 |
Power | - | 3.65 |
Transport Infrastructure | - | 1.99 |
Retailing | - | 3.81 |
Beverages | - | 3.11 |
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