Invesco India Flexi Cap Fund vs Kotak Flexicap Fund compare

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)	₹52972 Cr	₹1872 Cr
Min Investment	₹100	₹1000
Min SIP Invesment	₹100	₹500
Min Addl Investment	₹100	₹1000
Launch Date	05 Sep 2009	14 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	1.45	2.04
Manager	Harsha Upadhyaya	Amit Ganatra
ISIN Code	INF174K01336	INF205KA1460
Exits Load	Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 365 days./365	Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 365 days/365

Scheme Name	Kotak Flexicap Fund - Growth	Invesco India Flexi Cap Fund - Growth
1 Month	-1.63%	3.39%
6 Month	14.82%	23.87%
1 Year	33.44%	52.67%
3 Year	14.84%	-
5 Year	18.64%	-

Scheme Name	Kotak Flexicap Fund - Growth	Invesco India Flexi Cap Fund - Growth
6 Month	-	-
1 Year	18.33%	20.81%
3 Year	38.89%	44.22%
5 Year	68.88%	44.22%

Scheme Name	Kotak Flexicap Fund - Growth	Invesco India Flexi Cap Fund - Growth
1 Year	20.39%	26.17%
3 Year	51.57%	50.99%
5 Year	75.36%	50.99%

Scheme Name	Kotak Flexicap Fund - Growth	Invesco India Flexi Cap Fund - Growth
Standard Deviation	12.26%	15.1%
Sharp	0.8%	-
Beta	0.93%	-
Alpha	-0.12%	-

Scheme Name	Kotak Flexicap Fund - Growth	Invesco India Flexi Cap Fund - Growth
Name	Harsha Upadhyaya	Amit Ganatra
Total AUM	₹139411 Cr	₹23585 Cr
Fund Manage	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	1.26	7.34
Large Cap	73.17	59.08
Small Cap	5.45	17.37
Mid Cap	20.14	16.21

Scheme Name	Kotak Flexicap Fund - Growth	Invesco India Flexi Cap Fund - Growth
Others	1.16	1.98
Telecom - Services	2.58	-
Petroleum Products	5.59	-
IT - Software	7.99	-
Pharmaceuticals & Biotechnology	3.79	-
Construction	5.46	1.43
Diversified FMCG	1.83	-
Non - Ferrous Metals	0.99	-
Banks	20.93	-
Cement & Cement Products	6.01	-
Chemicals & Petrochemicals	5.85	-
Automobiles	4.72	-
Personal Products	0.7	-
Transport Services	3.7	-
Capital Markets	0.97	-
Gas	3.45	-
Electrical Equipment	1.98	-
Fertilizers & Agrochemicals	0.68	-
Insurance	0.55	1.35
Industrial Products	0.87	-
Aerospace & Defense	6.01	-
Agricultural, Commercial & Construction Vehicles	0.68	-
Auto Components	5.04	-
Beverages	0.85	-
Finance	0.36	-
Ferrous Metals	3.57	-
Power	1.27	-
Retailing	2.44	-
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