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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) ₹2472 Cr ₹21417 Cr
Min Investment ₹1000 ₹100
Min SIP Invesment ₹500 ₹1000
Min Addl Investment ₹1000 ₹100
Launch Date 11 Feb 2022 27 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 1.96 1.68
Manager Amit Ganatra Dhaval Joshi
ISIN Code INF205KA1460 INF209K01AJ8
Exits Load Invesco India Flexi Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 Aditya Birla Sun Life Flexi Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name Invesco India Flexi Cap Fund - Growth Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan
1 Month 6.83% 7.13%
6 Month -12.26% -10.69%
1 Year 10.28% 8.63%
3 Year 17.27% 12.79%
5 Year - 25.82%

SIP Return Analysis

Scheme Name Invesco India Flexi Cap Fund - Growth Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan
6 Month -7.48% -2.69%
1 Year -8.46% -3.78%
3 Year 19.87% 16.04%
5 Year - 16.68%

Rolling Lumpsum Returns

Scheme Name Invesco India Flexi Cap Fund - Growth Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan
1 Year 34.52% 17.42%
3 Year - 16.25%
5 Year - 16.95%

Risk Management

Scheme Name Invesco India Flexi Cap Fund - Growth Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan
Standard Deviation - 12.55%
Sharp - 0.44%
Beta - 0.95%
Alpha - -0.39%

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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
Funds Managed 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 4.45 2.97
Large Cap 47.35 68.48
Small Cap 23.55 10.36
Mid Cap 24.65 18.19

Sector Allocation

Scheme Name

Invesco India Flexi Cap Fund - Growth

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

Others 2.52 1.38
Communication Services 2.94 3.18
Energy 3.33 5.54
Technology 10.43 11.14
Financial Services 24.35 30.82
Consumer Cyclical 20.14 11.37
Industrials 14.45 11.66
Healthcare 10.36 8.65
Real Estate 3.23 0.6
Basic Materials 4.79 8.1
Utilities 1.51 0.08
Consumer Defensive 1.95 7.5

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