Invesco India Flexi Cap Fund vs Aditya Birla Sun Life Flexi Cap Fund compare
Invesco India Flexi Cap Fund - Growth
Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan
Chart Comparison
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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