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Tata 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.

  • Tata Focused Fund
  • Invesco India Focused Fund
Tata Focused Fund compared with Invesco India Focused Fund
FundTata Mutual FundTata Focused FundFocused Fund · Direct planNAV ₹24.84Invesco Mutual FundInvesco India Focused FundFocused Fund · Direct planNAV ₹31.87
Returns
1 year-5%2.3% (best of these funds)
3 yearsa year9.2%21.1% (best of these funds)
5 yearsa year9.6%14.9% (best of these funds)
Risk
Volatilitya year14.6% (best of these funds)16.1%
Worst fall−37.3%−22% (best of these funds)
Best year96.3% (best of these funds)77%
Worst year-8% (best of these funds)-11.9%
Years in gain90% (best of these funds)77%
Cost and size
Expense ratio0.87%0.49% (best of these funds)
Fund size₹1,755 Cr₹6,454 Cr
Minimum SIP₹100₹100
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.