Invesco India Flexi Cap Fund vs HSBC Flexi Cap Fund compare

Overview

Scheme Name	Invesco India Flexi Cap Fund - Growth	HSBC Flexi Cap Fund - Regular Growth
Fund	Invesco India Flexi Cap Fund - Growth	HSBC Flexi Cap Fund - Regular Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹2260 Cr	₹4943 Cr
Min Investment	₹1000	₹5000
Min SIP Invesment	₹500	₹500
Min Addl Investment	₹1000	₹1000
Launch Date	11 Feb 2022	24 Feb 2004
Category	Flexi Cap	Flexi Cap
Fund Type	Open Ended	Open Ended
Benchmark	BSE 500	NIFTY 500 TRI
Turn Over	97%	27%
Expense Ratio	1.99	1.93
Manager	Amit Ganatra	Venugopal Manghat
ISIN Code	INF205KA1460	INF336L01AF5
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	HSBC Flexi Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Scheme Name	Invesco India Flexi Cap Fund - Growth	HSBC Flexi Cap Fund - Regular Growth
1 Month	-8.8%	-6.71%
6 Month	-0.86%	-3.21%
1 Year	20.86%	17.6%
3 Year	-	14.17%
5 Year	-	17.95%

Scheme Name	Invesco India Flexi Cap Fund - Growth	HSBC Flexi Cap Fund - Regular Growth
6 Month	-	-
1 Year	11.23%	6.82%
3 Year	-	22.06%
5 Year	-	21.42%

Scheme Name	Invesco India Flexi Cap Fund - Growth	HSBC Flexi Cap Fund - Regular Growth
1 Year	32.92%	15.55%
3 Year	-	12.7%
5 Year	-	13.61%

Scheme Name	Invesco India Flexi Cap Fund - Growth	HSBC Flexi Cap Fund - Regular Growth
Standard Deviation	15.1%	11.4%
Sharp	-	1.08%
Beta	-	0.95%
Alpha	-	1.39%

Scheme Name	Invesco India Flexi Cap Fund - Growth	HSBC Flexi Cap Fund - Regular Growth
Name	Amit Ganatra	Venugopal Manghat
Total AUM	₹23585 Cr	₹41442 Cr
Fund Manage	5	7
	Invesco India Flexi Cap Fund - Growth	HSBC Flexi Cap Fund - Regular Growth

Scheme Name	Invesco India Flexi Cap Fund - Growth	HSBC Flexi Cap Fund - Regular Growth
Others	7.34	2.69
Large Cap	59.08	51.59
Mid Cap	16.21	22.21
Small Cap	17.37	23.51

Scheme Name	Invesco India Flexi Cap Fund - Growth	HSBC Flexi Cap Fund - Regular Growth
Others	1.98	2.69
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	0.77
Chemicals	0.43	-
Diversified	0.89	-
Energy	1.9	-
Construction	1.43	3.08
Petroleum Products	-	2.87
Electrical Equipment	-	4.44
IT - Software	-	10.94
Retailing	-	4.36
Diversified FMCG	-	2.42
Banks	-	14.12
Pharmaceuticals & Biotechnology	-	4.36
Aerospace & Defense	-	2.41
Chemicals & Petrochemicals	-	1.4
Industrial Products	-	2.41
Realty	-	1.31
Automobiles	-	2.89
Personal Products	-	1.34
Capital Markets	-	3.61
Finance	-	5.78
Power	-	2.47
Beverages	-	2.25
Gas	-	1.22
Ferrous Metals	-	1.76
Consumer Durables	-	3.04
Oil	-	0.91
Cement & Cement Products	-	2.06
Telecom - Services	-	2.65
Healthcare Services	-	1.42
Financial Technology (Fintech)	-	1.28
Industrial Manufacturing	-	2.23
Fertilizers & Agrochemicals	-	1.42
Textiles & Apparels	-	0.77
Auto Components	-	2.75
Leisure Services	-	0.93
Transport Infrastructure	-	0.79
Paper, Forest & Jute Products	-	0.85