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	-5.88%	-4.83%
6 Month	2.7%	12.05%
1 Year	25.26%	38.96%
3 Year	13.18%	-
5 Year	15.79%	-

Scheme Name	Kotak Flexicap Fund - Growth	Invesco India Flexi Cap Fund - Growth
6 Month	-	-
1 Year	16.99%	31.08%
3 Year	20.72%	-
5 Year	19.77%	-

Scheme Name	Kotak Flexicap Fund - Growth	Invesco India Flexi Cap Fund - Growth
1 Year	12.66%	32.92%
3 Year	15.17%	-
5 Year	15.25%	-

Scheme Name	Kotak Flexicap Fund - Growth	Invesco India Flexi Cap Fund - Growth
Standard Deviation	12.26%	15.1%
Sharp	0.61%	-
Beta	0.93%	-
Alpha	-0.3%	-

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	1.66	7.34
Large Cap	73.16	59.08
Small Cap	5.26	17.37
Mid Cap	20.13	16.21

Scheme Name	Kotak Flexicap Fund - Growth	Invesco India Flexi Cap Fund - Growth
Others	1.66	1.98
Telecom - Services	2.73	-
Petroleum Products	5.22	-
IT - Software	8.43	-
Pharmaceuticals & Biotechnology	3.6	-
Construction	5.22	1.43
Diversified FMCG	1.91	-
Non - Ferrous Metals	1.05	-
Banks	21.27	-
Cement & Cement Products	6.16	-
Chemicals & Petrochemicals	5.82	-
Personal Products	0.65	-
Transport Services	3.43	-
Capital Markets	1.06	-
Gas	3.29	-
Electrical Equipment	2.15	-
Automobiles	4.12	-
Fertilizers & Agrochemicals	0.65	-
Insurance	0.6	1.35
Industrial Products	0.86	-
Aerospace & Defense	5.65	-
Agricultural, Commercial & Construction Vehicles	0.65	-
Auto Components	5.08	-
Beverages	0.87	-
Finance	0.4	-
Ferrous Metals	3.75	-
Power	1.31	-
Retailing	2.62	-
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