Invesco India Flexi Cap Fund vs HDFC Flexi Cap Fund compare
HDFC Flexi Cap Fund - Growth Plan
Invesco India Flexi Cap Fund - Growth
Chart Comparison
Overview
Scheme Name | HDFC Flexi Cap Fund - Growth Plan | Invesco India Flexi Cap Fund - Growth |
---|---|---|
Fund | HDFC Flexi Cap Fund - Growth Plan | Invesco India Flexi Cap Fund - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹65967 Cr | ₹2472 Cr |
Min Investment | ₹100 | ₹1000 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 01 Jan 1995 | 11 Feb 2022 |
Category | Flexi Cap | Flexi Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 500 TRI | BSE 500 |
Turn Over | 42.17% | 97% |
Expense Ratio | 1.42 | 1.96 |
Manager | Dhruv Muchhal | Amit Ganatra |
ISIN Code | INF179K01608 | INF205KA1460 |
Exits Load | HDFC Flexi Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | 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 |
Trailing Lumpsum Returns
Scheme Name | HDFC Flexi Cap Fund - Growth Plan | Invesco India Flexi Cap Fund - Growth |
---|---|---|
1 Month | 6.09% | 6.83% |
6 Month | -5.76% | -12.26% |
1 Year | 13.49% | 10.28% |
3 Year | 21.27% | 17.27% |
5 Year | 32.99% | - |
SIP Return Analysis
Scheme Name | HDFC Flexi Cap Fund - Growth Plan | Invesco India Flexi Cap Fund - Growth |
---|---|---|
6 Month | -0.56% | -7.48% |
1 Year | 2.28% | -8.46% |
3 Year | 22.29% | 19.87% |
5 Year | 24.88% | - |
Rolling Lumpsum Returns
Scheme Name | HDFC Flexi Cap Fund - Growth Plan | Invesco India Flexi Cap Fund - Growth |
---|---|---|
1 Year | 18.75% | 34.52% |
3 Year | 18.86% | - |
5 Year | 18.67% | - |
Risk Management
Scheme Name | HDFC Flexi Cap Fund - Growth Plan | Invesco India Flexi Cap Fund - Growth |
---|---|---|
Standard Deviation | 12.345% | - |
Sharp | 1.134% | - |
Beta | 0.834% | - |
Alpha | 8.405% | - |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
Scheme Name | HDFC Flexi Cap Fund - Growth Plan | Invesco India Flexi Cap Fund - Growth |
---|---|---|
Name | Dhruv Muchhal | Amit Ganatra |
Total AUM | ₹520687 Cr | ₹23585 Cr |
Funds Managed | 40 | 5 |
HDFC Flexi Cap Fund - Growth Plan | Invesco India Flexi Cap Fund - Growth |
Market Cap
Scheme Name |
HDFC Flexi Cap Fund - Growth Plan |
Invesco India Flexi Cap Fund - Growth |
---|---|---|
Others | 12.44 | 4.45 |
Large Cap | 72.89 | 47.35 |
Mid Cap | 4.37 | 24.65 |
Small Cap | 10.31 | 23.55 |
Sector Allocation
Scheme Name |
HDFC Flexi Cap Fund - Growth Plan |
Invesco India Flexi Cap Fund - Growth |
---|---|---|
Others | 10.1 | 2.52 |
Communication Services | 4.33 | 2.94 |
Energy | 0.19 | 3.33 |
Technology | 5.99 | 10.43 |
Industrials | 4.87 | 14.45 |
Basic Materials | 4.67 | 4.79 |
Financial Services | 38.64 | 24.35 |
Healthcare | 10.33 | 10.36 |
Consumer Cyclical | 15.43 | 20.14 |
Real Estate | 2.97 | 3.23 |
Consumer Defensive | 1.33 | 1.95 |
Utilities | 1.14 | 1.51 |
Top Comparisons
HDFC Focused 30 Fund - GROWTH PLAN
3Y Returns21.95%
BANDHAN Focused Equity Fund - Regular Plan - Growth
3Y Returns13.5%
SBI Magnum Childrens Benefit Fund - Savings Plan - REGULAR PLAN - GROWTH
3Y Returns11.86%
LIC MF Children's Gift Fund-Growth
3Y Returns9.38%
Nippon India Innovation Fund - Regular (G)
3Y Returns0%
Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth
3Y Returns14.4%
SBI Multi Asset Allocation Fund - Regular Plan - Growth
3Y Returns13.99%
Axis Multi Asset Allocation Fund - Regular Plan - Growth Option
3Y Returns7.41%