Invesco India Flexi Cap Fund vs Kotak Flexicap Fund compare

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tortoise-icon Kotak Flexicap Fund - Growth

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tortoise-icon 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) ₹50582 Cr ₹2260 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 1.47 1.99
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

Trailing Lumpsum Returns

Scheme Name Kotak Flexicap Fund - Growth Invesco India Flexi Cap Fund - Growth
1 Month 2.12% 5.89%
6 Month -0.66% 11.46%
1 Year 18.98% 35.56%
3 Year 15.88% -
5 Year 16.4% -

SIP Return Analysis

Scheme Name Kotak Flexicap Fund - Growth Invesco India Flexi Cap Fund - Growth
6 Month - -
1 Year 11.06% 31.32%
3 Year 19.78% -
5 Year 19.43% -

Rolling Lumpsum Returns

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% -

Risk Management

Scheme Name Kotak Flexicap Fund - Growth Invesco India Flexi Cap Fund - Growth
Standard Deviation 12.26% 15.1%
Sharp 0.78% -
Beta 0.92% -
Alpha 0.83% -

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Fund Managers

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

Market Cap

Scheme Name

Kotak Flexicap Fund - Growth

Invesco India Flexi Cap Fund - Growth

Others 1.49 7.34
Large Cap 73.11 59.08
Small Cap 5.88 17.37
Mid Cap 19.68 16.21

Sector Allocation

Scheme Name

Kotak Flexicap Fund - Growth

Invesco India Flexi Cap Fund - Growth

Others 1.49 1.98
Telecom - Services 2.74 -
Petroleum Products 4.65 -
IT - Software 8.68 -
Pharmaceuticals & Biotechnology 3.59 -
Construction 5.35 1.43
Diversified FMCG 1.78 -
Non - Ferrous Metals 1.02 -
Banks 22.27 -
Cement & Cement Products 6.13 -
Chemicals & Petrochemicals 5.64 -
Automobiles 4 -
Personal Products 0.63 -
Transport Services 3.16 -
Capital Markets 1.49 -
Gas 3.09 -
Electrical Equipment 2.21 -
Fertilizers & Agrochemicals 0.77 -
Insurance 0.68 1.35
Industrial Products 0.81 -
Aerospace & Defense 6 -
Agricultural, Commercial & Construction Vehicles 0.76 -
Auto Components 4.86 -
Beverages 0.79 -
Finance 0.37 -
Ferrous Metals 3.46 -
Power 1.27 -
Retailing 2.47 -
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

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