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 Risk | Very High Risk |
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 | -5.29% | -3.05% |
6 Month | -9.24% | -8.52% |
1 Year | 10.51% | 7.04% |
3 Year | 17.75% | 12.82% |
5 Year | - | 14.91% |
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 | -7.49% | -5.29% |
3 Year | - | 14.08% |
5 Year | - | 15.96% |
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 | - | 0.5% |
Beta | - | 0.97% |
Alpha | - | -0.81% |
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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 | 0.98 |
Large Cap | 59.08 | 67.65 |
Mid Cap | 16.21 | 17.83 |
Small Cap | 17.37 | 13.11 |
Sector Allocation
Scheme Name |
Invesco India Flexi Cap Fund - Growth |
Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan |
---|---|---|
Others | 1.98 | 0.98 |
Communication | 3.13 | - |
Technology | 8.37 | - |
Financial | 27.33 | - |
Healthcare | 9.36 | - |
Metals & Mining | 0.95 | - |
Capital Goods | 12.02 | - |
Services | 11.37 | - |
Consumer Staples | 5.33 | - |
Automobile | 8.48 | - |
Consumer Discretionary | 5.68 | - |
Insurance | 1.35 | 3.99 |
Chemicals | 0.43 | - |
Diversified | 0.89 | - |
Energy | 1.9 | - |
Construction | 1.43 | 2.89 |
Telecom - Services | - | 3.25 |
Petroleum Products | - | 5.03 |
IT - Software | - | 10.74 |
Finance | - | 4.45 |
Banks | - | 20.57 |
Non - Ferrous Metals | - | 1.22 |
Pharmaceuticals & Biotechnology | - | 6.63 |
Cement & Cement Products | - | 2.5 |
Paper, Forest & Jute Products | - | 0.56 |
Healthcare Services | - | 2.27 |
Electrical Equipment | - | 2.5 |
Auto Components | - | 4.54 |
Ferrous Metals | - | 0.98 |
Automobiles | - | 5.24 |
Chemicals & Petrochemicals | - | 2.23 |
Personal Products | - | 1.11 |
Consumer Durables | - | 4.27 |
Industrial Products | - | 2.85 |
Agricultural Food & other Products | - | 1.47 |
Retailing | - | 1.86 |
Entertainment | - | 0.43 |
Fertilizers & Agrochemicals | - | 0.24 |
Aerospace & Defense | - | 0.51 |
Minerals & Mining | - | 0.37 |
Transport Services | - | 0.57 |
Industrial Manufacturing | - | 0.26 |
Realty | - | 0.59 |
Capital Markets | - | 0.53 |
Beverages | - | 3.94 |
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