Invesco India Flexi Cap Fund vs Motilal Oswal Flexi Cap Fund Regular Plan compare
Invesco India Flexi Cap Fund - Growth
Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option
Chart Comparison
Overview
Scheme Name | Invesco India Flexi Cap Fund - Growth | Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option |
---|---|---|
Fund | Invesco India Flexi Cap Fund - Growth | Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹2472 Cr | ₹11855 Cr |
Min Investment | ₹1000 | ₹500 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹1000 | ₹500 |
Launch Date | 11 Feb 2022 | 28 Apr 2014 |
Category | Flexi Cap | Flexi Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | BSE 500 | NIFTY 500 TRI |
Turn Over | 97% | 90% |
Expense Ratio | 1.96 | 1.72 |
Manager | Amit Ganatra | Rakesh Shetty |
ISIN Code | INF205KA1460 | INF247L01478 |
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 | Motilal Oswal Flexi Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Invesco India Flexi Cap Fund - Growth | Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option |
---|---|---|
1 Month | 8.12% | 3.8% |
6 Month | -8.71% | -9.86% |
1 Year | 13.47% | 15.55% |
3 Year | 18.43% | 19.46% |
5 Year | - | 21.79% |
SIP Return Analysis
Scheme Name | Invesco India Flexi Cap Fund - Growth | Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option |
---|---|---|
6 Month | -5.69% | -6.81% |
1 Year | -11.46% | -10.59% |
3 Year | 17.71% | 20.24% |
5 Year | - | 17.33% |
Rolling Lumpsum Returns
Scheme Name | Invesco India Flexi Cap Fund - Growth | Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option |
---|---|---|
1 Year | 34.52% | 13.33% |
3 Year | - | 13.03% |
5 Year | - | 11.59% |
Risk Management
Scheme Name | Invesco India Flexi Cap Fund - Growth | Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option |
---|---|---|
Standard Deviation | - | 15.785% |
Sharp | - | 0.761% |
Beta | - | 0.889% |
Alpha | - | 6.046% |
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Fund Managers
Scheme Name | Invesco India Flexi Cap Fund - Growth | Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option |
---|---|---|
Name | Amit Ganatra | Rakesh Shetty |
Total AUM | ₹23585 Cr | ₹33886 Cr |
Funds Managed | 5 | 19 |
Invesco India Flexi Cap Fund - Growth | Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option |
Market Cap
Scheme Name |
Invesco India Flexi Cap Fund - Growth |
Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option |
---|---|---|
Others | 4.45 | 28.33 |
Large Cap | 47.35 | 40.58 |
Small Cap | 23.55 | 3.56 |
Mid Cap | 24.65 | 27.53 |
Sector Allocation
Scheme Name |
Invesco India Flexi Cap Fund - Growth |
Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option |
---|---|---|
Others | 2.52 | 23.34 |
Communication Services | 2.94 | 9.21 |
Energy | 3.33 | - |
Technology | 10.43 | 20.44 |
Financial Services | 24.35 | 9.73 |
Consumer Cyclical | 20.14 | 17.23 |
Industrials | 14.45 | 18.3 |
Healthcare | 10.36 | 1.75 |
Real Estate | 3.23 | - |
Basic Materials | 4.79 | - |
Utilities | 1.51 | - |
Consumer Defensive | 1.95 | - |
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