Invesco India Flexi Cap Fund vs Aditya Birla Sun Life Flexi Cap Fund compare

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tortoise-icon Invesco India Flexi Cap Fund - Growth

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tortoise-icon Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Invesco India Flexi Cap Fund - Growth Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan
Fund Invesco India Flexi Cap Fund - Growth Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹1872 Cr ₹21899 Cr
Min Investment ₹1000 ₹100
Min SIP Invesment ₹500 ₹1000
Min Addl Investment ₹1000 ₹100
Launch Date 14 Feb 2022 14 Aug 1998
Category Flexi Cap Flexi Cap
Fund Type Open Ended Open Ended
Benchmark BSE 500 NIFTY 500 TRI
Turn Over 97% 20%
Expense Ratio 2.04 1.68
Manager Amit Ganatra Dhaval Joshi
ISIN Code INF205KA1460 INF209K01AJ8
Exits Load Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 365 days/365 Exit load of 1%, if redeemed within 90 days./365

Trailing Lumpsum Returns

Scheme Name Invesco India Flexi Cap Fund - Growth Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan
1 Month 3.39% 5.58%
6 Month 23.87% 23.7%
1 Year 52.67% 35.3%
3 Year - 15.59%
5 Year - 21.72%

SIP Return Analysis

Scheme Name Invesco India Flexi Cap Fund - Growth Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan
6 Month - -
1 Year 20.81% 15.35%
3 Year 44.22% 34.1%
5 Year 44.22% 66.01%

Rolling Lumpsum Returns

Scheme Name Invesco India Flexi Cap Fund - Growth Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan
1 Year 26.17% 21.14%
3 Year 50.99% 49.92%
5 Year 50.99% 72.67%

Risk Management

Scheme Name Invesco India Flexi Cap Fund - Growth Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan
Standard Deviation 15.1% 12.55%
Sharp - 0.74%
Beta - 0.98%
Alpha - -1.63%

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Fund Managers

Scheme Name Invesco India Flexi Cap Fund - Growth Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan
Name Amit Ganatra Dhaval Joshi
Total AUM ₹23585 Cr ₹361932 Cr
Fund Manage 5 55
Invesco India Flexi Cap Fund - Growth Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan

Market Cap

Scheme Name

Invesco India Flexi Cap Fund - Growth

Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan

Others 7.34 3.81
Large Cap 59.08 74.07
Mid Cap 16.21 13.14
Small Cap 17.37 8.98

Sector Allocation

Scheme Name

Invesco India Flexi Cap Fund - Growth

Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan

Others 1.98 1.56
Communication 3.13 4.78
Technology 8.37 10.34
Financial 27.33 27.49
Healthcare 9.36 10.07
Metals & Mining 0.95 4.07
Capital Goods 12.02 6.1
Services 11.37 2.72
Consumer Staples 5.33 7.81
Automobile 8.48 7.27
Consumer Discretionary 5.68 3.45
Insurance 1.35 2.8
Chemicals 0.43 1.19
Diversified 0.89 0.91
Energy 1.9 4.06
Construction 1.43 3.07
Materials - 1.29
Unclassified - 1.02

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