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JM Focused Fund vs Invesco India Focused Fund

Put two or three funds side by side — returns, risk, what they cost and what they actually hold. Figures are for the Direct plan, Growth option, where a fund has one.

  • JM Focused Fund
  • Invesco India Focused Fund
JM Focused Fund compared with Invesco India Focused Fund
FundJM Financial Mutual FundJM Focused FundFocused Fund · Direct planNAV ₹24.06Invesco Mutual FundInvesco India Focused FundFocused Fund · Direct planNAV ₹31.87
Returns
1 year1.2%2.3% (best of these funds)
3 yearsa year12.3%21.1% (best of these funds)
5 yearsa year13.2%14.9% (best of these funds)
10 yearsa year12.5%
Risk
Volatilitya year16.5%16.1% (best of these funds)
Worst fall−37.4%−22% (best of these funds)
Best year66.2%77% (best of these funds)
Worst year-32.5%-11.9% (best of these funds)
Years in gain78% (best of these funds)77%
Cost and size
Expense ratio1.25%0.49% (best of these funds)
Fund size₹293 Cr₹6,454 Cr
Minimum SIP₹1,000₹100 (best of these funds)
Lock-inNoneNone

Returns beyond a year are annualised. The stronger figure in each row is marked, which is not a recommendation: a fund that returned more usually took more risk to do it.

Mutual fund investments are subject to market risks; read all scheme-related documents carefully. Past performance does not guarantee future returns. This page is for information only and is not a recommendation to buy or sell.