Invesco India Flexi Cap Fund vs HDFC Flexi Cap Fund compare

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)	₹59103 Cr	₹1872 Cr
Min Investment	₹100	₹1000
Min SIP Invesment	₹100	₹500
Min Addl Investment	₹100	₹1000
Launch Date	01 Jan 1995	14 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	1.46	2.04
Manager	Dhruv Muchhal	Amit Ganatra
ISIN Code	INF179K01608	INF205KA1460
Exits Load	Exit load of 1% if redeemed within 1 year /365	Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 365 days/365

Scheme Name	HDFC Flexi Cap Fund - Growth Plan	Invesco India Flexi Cap Fund - Growth
1 Month	0.96%	3.39%
6 Month	18.37%	23.87%
1 Year	43.72%	52.67%
3 Year	27.67%	-
5 Year	24.69%	-

Scheme Name	HDFC Flexi Cap Fund - Growth Plan	Invesco India Flexi Cap Fund - Growth
6 Month	-	-
1 Year	19.39%	20.81%
3 Year	51.25%	44.22%
5 Year	100.41%	44.22%

Scheme Name	HDFC Flexi Cap Fund - Growth Plan	Invesco India Flexi Cap Fund - Growth
1 Year	26.55%	26.17%
3 Year	74.39%	50.99%
5 Year	107.42%	50.99%

Scheme Name	HDFC Flexi Cap Fund - Growth Plan	Invesco India Flexi Cap Fund - Growth
Standard Deviation	12.12%	15.1%
Sharp	1.51%	-
Beta	0.86%	-
Alpha	7.25%	-

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
Fund Manage	40	5
	HDFC Flexi Cap Fund - Growth Plan	Invesco India Flexi Cap Fund - Growth

Scheme Name	HDFC Flexi Cap Fund - Growth Plan	Invesco India Flexi Cap Fund - Growth
Others	12.96	7.34
Large Cap	75.31	59.08
Small Cap	8.4	17.37
Mid Cap	3.33	16.21

Scheme Name	HDFC Flexi Cap Fund - Growth Plan	Invesco India Flexi Cap Fund - Growth
Others	9.63	1.98
Telecom - Services	4.52	-
Petroleum Products	0.26	-
IT - Software	9.97	-
Construction	1.81	1.43
Banks	35.17	-
Realty	5.23	-
Pharmaceuticals & Biotechnology	8.83	-
Automobiles	4.92	-
Aerospace & Defense	2.37	-
Ferrous Metals	0.18	-
Healthcare Services	3.98	-
Insurance	4.04	1.35
IT - Services	0.43	-
Transport Services	0.19	-
Oil	0.39	-
Entertainment	0.34	-
Consumer Durables	1.15	-
Auto Components	2.6	-
Power	1.88	-
Leisure Services	1.06	-
Beverages	1.05	-
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
Chemicals	-	0.43
Diversified	-	0.89
Energy	-	1.9