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SmartFigure

Two funds walk into a table. Only the numbers talk.

Quant Focused Fund vs Invesco India Focused Fund

Pick two or three funds. We’ll tell you in plain words which grew faster, which was calmer, which costs less and what your money would have become. Figures are for the Direct plan, Growth option, where a fund has one.

  • Quant Focused Fund
  • Invesco India Focused Fund

The short version

Who comes out ahead on each measure, over the 5 years all of them have been around.

  • Grew faster

    BInvesco India Focused Fund

    Invesco India Focused Fund returned 15.3% a year over 5 years, against 12.8% for Quant Focused Fund. ₹1 lakh invested 5 years ago would be about ₹2.03 Lakh today, against ₹1.83 Lakh.

  • Smoother ride

    BInvesco India Focused Fund

    Invesco India Focused Fund swung the least: about 16.3% a year either way, against 16.9% for Quant Focused Fund. Lower means fewer scary days.

  • Fell less in a crash

    No fair winner yet

    At its worst, Invesco India Focused Fund fell 22% from its peak, against 36.4% for Quant Focused Fund. On ₹1 lakh, that's a dip to ₹63,637 at the bottom for Quant Focused Fund. Could you have held on?

    Not a fair fight: we only have data for Invesco India Focused Fund (from Oct 2020), so it has not been through the 2020 crash the others fell in.

  • Costs less

    BInvesco India Focused Fund

    Invesco India Focused Fund charges 0.7% a year, against 1.98% for Quant Focused Fund. On ₹1 lakh that's ₹700 a year against ₹1,980, taken quietly from the NAV.

What your money would have become

The same amount, put into each fund on the same day.

₹10k₹20.2kNov 2021Nov 2026

The dashed line is the ₹10,000 you put in. Above it is profit, below it is loss.

  • AQuant Focused Fund₹18,508 from ₹10,000(13.1% a year)
  • BInvesco India Focused Fund₹20,762 from ₹10,000(15.8% a year)

A one-time ₹10,000 put in 5 years ago, valued at the latest NAV. This is what happened, not what will.

Strengths and watch-outs

Each fund judged against its own category, and against a 5-year SBI FD at 6.05%.

AQuant Focused Fund

  • Strength: Ahead of its category: 12.8% a year over 5 years, against a category average of 11.3%
  • Strength: In the top quarter of its category over 5 years (#5 of 22)
  • Strength: Beat a 5-year SBI FD: 12.8% a year over 5 years, against 6.05%
  • Watch out: Swings more than most funds in its category
  • Watch out: Fell harder than its category in the worst crash
  • Watch out: High cost: 1.98% a year

BInvesco India Focused Fund

  • Strength: Ahead of its category: 15.3% a year over 5 years, against a category average of 11.3%
  • Strength: In the top quarter of its category over 5 years (#2 of 22)
  • Strength: Beat a 5-year SBI FD: 15.3% a year over 5 years, against 6.05%
  • Watch out: Swings more than most funds in its category

All the numbers

The stronger figure in each row is marked Best. Under each return is the fund’s rank in its category and the category average.

Quant Focused Fund compared with Invesco India Focused Fund
MeasureAQuant Focused FundBInvesco India Focused Fund
ReturnsHow much the fund grew. Beyond a year, this is per year (annualised).
1 yearLast 12 months, the most noisy figure9.6%#7 of 28 · avg 5.6%15.5%Best#2 of 28 · avg 5.6%
3 yearsPer year, over a full market mood swing14%#15 of 27 · avg 14.2%22.4%Best#1 of 27 · avg 14.2%
5 yearsPer year, the fairest single test12.8%#5 of 22 · avg 11.3%15.3%Best#2 of 22 · avg 11.3%
10 yearsPer year, across bull and bear markets15.4%#5 of 13 · avg 14.6%–
RiskHow bumpy the ride was. This is what decides whether you stay invested.
Ups and downsVolatility: how far it swings in a typical year. Lower is calmer16.9%category avg 14.8%16.3%Bestcategory avg 14.8%
Worst fallThe biggest drop from a peak in 10 years. Lower is better−36.4%category avg −30.2%−22%data from 1 Oct 2020 only
Best 12 monthsIts strongest year116.5%77%data from 1 Oct 2020 only
Worst 12 monthsIts weakest year-30.2%-11.9%data from 1 Oct 2020 only
Odds of a gainShare of all 1-year holding periods that ended in profit78%78%data from 1 Oct 2020 only
Cost and sizeThe fee comes out of your returns every year, whether the fund does well or not.
Expense ratioYearly fee. Lower keeps more for you1.98%0.7%Best
Fund sizeMoney managed (AUM). Neither better nor worse₹825 Cr₹6,229 Cr
Minimum SIPSmallest monthly amount₹1,000₹100Best
Lock-inTime before you can withdrawNoneNone

“Best” is not a recommendation: a fund that returned more usually took more risk to do it.

Which one fits you?

There is no best fund, only a better fit for what you need the money to do.

AQuant Focused Fund

Might suit you if…

  • you prefer its fund house or approach. On these numbers it is not the stand-out on any one measure

BInvesco India Focused Fund

Might suit you if…

  • you want the stronger long-run growth and can sit through sharper falls
  • a smoother ride matters more to you than the top return
  • you care about keeping costs low, which adds up over decades