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Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
0.58 | 61.52 | 3.00 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
1.41 | 48.38 | 1.99 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
Growth | 0 yrs | 1.00% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Allowed | ₹ 1,000 |
BenchmarkBenchmark |
---|
BSE 500 - TRI |
Focused funds are equity funds. They invest in less than 30 companies to have a concentrated portfolio. These funds are relatively high risky because of lack of diversification.
Returns
Scheme
Ratios
Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
---|---|---|---|
Invesco India Focused Fund | 63.96% | 21.72% | 30.77% |
SBI Focused Equity Fund | 26.91% | 10.91% | 16.40% |
HDFC Focused 30 Fund | 43.33% | 25.46% | 16.64% |
Axis Focused Fund | 29.80% | 5.16% | 15.08% |
Actual
Target
Dec 2023
Mar 2024
Jun 2024
Sep 2024
Dec 2023
Mar 2024
Jun 2024
Sep 2024
Dec 2023
Mar 2024
Jun 2024
Sep 2024
Equity
Others
Holdings
8.22 %
Holdings
7.41 %
Holdings
7.03 %
Invesco is an independent investment management firm based in Atlanta, Georgia. The company has presence in 25 countries worldwide, serves clients from 120, and has a workforce of 8,000 employees globally.
No.of Schemes
37
Total AUM
₹ 1,05,882.50 Cr.
Taher Badshah
AUM: ₹29,893.79 Cr.
|
Exp: 18yrs
Hiten Jain
AUM: ₹6,404.48 Cr.
|
Exp: —
Manager Performance (0)
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
You make
NFO - Invesco India Focused 20 Equity Fund 2020 | In Hindi | इन्वेस्को इंडिया फोकस्ड 20 इक्विटी फंड
4 years ago•ZFunds
NFO: Invesco India Focused 20 Equity Fund - Taher Badshah | Invesco Mutual Fund | Groww
4 years ago•Groww Mutual fund
NFO INVESCO FOCUSED 20 EQUITY FUND|INVESCO FOCUSED 20 EQUITY FUND|INEVESCO MUTUAL FUND|FOCUSED FUND|
4 years ago•Invest Empires
Invested period < 1 year
Gains are treated as short-term capital gains and taxed at 20%
Invested period > 1 year
Gains are treated as long-term capital gains and taxed at 12.5%