Invesco India Flexi Cap Fund vs Kotak Flexicap Fund compare

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Kotak Flexicap Fund - Growth

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Invesco India Flexi Cap Fund - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name	Kotak Flexicap Fund - Growth	Invesco India Flexi Cap Fund - Growth
Fund	Kotak Flexicap Fund - Growth	Invesco India Flexi Cap Fund - Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹49112 Cr	₹2472 Cr
Min Investment	₹100	₹1000
Min SIP Invesment	₹100	₹500
Min Addl Investment	₹100	₹1000
Launch Date	11 Sep 2009	11 Feb 2022
Category	Flexi Cap	Flexi Cap
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 500 TRI	BSE 500
Turn Over	16.04%	97%
Expense Ratio	1.48	1.96
Manager	Harsha Upadhyaya	Amit Ganatra
ISIN Code	INF174K01336	INF205KA1460
Exits Load	Kotak 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

Scheme Name	Kotak Flexicap Fund - Growth	Invesco India Flexi Cap Fund - Growth
1 Month	8.09%	7.08%
6 Month	-9.77%	-12.97%
1 Year	8.31%	11.64%
3 Year	14.9%	18.34%
5 Year	23.53%	-

Scheme Name	Kotak Flexicap Fund - Growth	Invesco India Flexi Cap Fund - Growth
6 Month	-2.11%	-7.48%
1 Year	-5.77%	-8.46%
3 Year	14.87%	19.87%
5 Year	16%	-

Scheme Name	Kotak Flexicap Fund - Growth	Invesco India Flexi Cap Fund - Growth
1 Year	12.91%	34.52%
3 Year	15.14%	-
5 Year	15.31%	-

Scheme Name	Kotak Flexicap Fund - Growth	Invesco India Flexi Cap Fund - Growth
Standard Deviation	12.26%	-
Sharp	0.49%	-
Beta	0.91%	-
Alpha	0.38%	-

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Scheme Name	Kotak Flexicap Fund - Growth	Invesco India Flexi Cap Fund - Growth
Name	Harsha Upadhyaya	Amit Ganatra
Total AUM	₹139411 Cr	₹23585 Cr
Funds Managed	11	5
	Kotak Flexicap Fund - Growth	Invesco India Flexi Cap Fund - Growth

Scheme Name	Kotak Flexicap Fund - Growth	Invesco India Flexi Cap Fund - Growth
Others	2.34	4.45
Large Cap	69.17	47.35
Small Cap	5.12	23.55
Mid Cap	23.37	24.65

Scheme Name	Kotak Flexicap Fund - Growth	Invesco India Flexi Cap Fund - Growth
Others	2.02	2.52
Communication Services	2.84	2.94
Energy	6.04	3.33
Technology	9.93	10.43
Consumer Cyclical	10.48	20.14
Healthcare	3.47	10.36
Industrials	21.55	14.45
Consumer Defensive	2.78	1.95
Basic Materials	13.78	4.79
Financial Services	24.22	24.35
Utilities	2.87	1.51
Real Estate	-	3.23