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.
| Fund | ||
|---|---|---|
| Returns | ||
| 1 year | 1.2% | 2.3% (best of these funds) |
| 3 yearsa year | 12.3% | 21.1% (best of these funds) |
| 5 yearsa year | 13.2% | 14.9% (best of these funds) |
| 10 yearsa year | 12.5% | – |
| Risk | ||
| Volatilitya year | 16.5% | 16.1% (best of these funds) |
| Worst fall | −37.4% | −22% (best of these funds) |
| Best year | 66.2% | 77% (best of these funds) |
| Worst year | -32.5% | -11.9% (best of these funds) |
| Years in gain | 78% (best of these funds) | 77% |
| Cost and size | ||
| Expense ratio | 1.25% | 0.49% (best of these funds) |
| Fund size | ₹293 Cr | ₹6,454 Cr |
| Minimum SIP | ₹1,000 | ₹100 (best of these funds) |
| Lock-in | None | None |
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.