Invesco India Flexi Cap Fund vs SBI Flexicap Fund compare
SBI Flexicap Fund - REGULAR PLAN -Growth Option
Invesco India Flexi Cap Fund - Growth
Chart Comparison
Overview
Scheme Name | SBI Flexicap Fund - REGULAR PLAN -Growth Option | Invesco India Flexi Cap Fund - Growth |
---|---|---|
Fund | SBI Flexicap Fund - REGULAR PLAN -Growth Option | Invesco India Flexi Cap Fund - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹21593 Cr | ₹2472 Cr |
Min Investment | ₹1000 | ₹1000 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 29 Sep 2005 | 11 Feb 2022 |
Category | Flexi Cap | Flexi Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | BSE 500 TRI | BSE 500 |
Turn Over | 55% | 97% |
Expense Ratio | 1.67 | 1.96 |
Manager | Pradeep Kesavan | Amit Ganatra |
ISIN Code | INF200K01222 | INF205KA1460 |
Exits Load | SBI Flexi Cap Fund - Regular Plan - Growth charges 0.1% of sell value; if fund sold before 30 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 | SBI Flexicap Fund - REGULAR PLAN -Growth Option | Invesco India Flexi Cap Fund - Growth |
---|---|---|
1 Month | 3.56% | 5.62% |
6 Month | -12.47% | -13.26% |
1 Year | 2.57% | 9.31% |
3 Year | 9.17% | 16.85% |
5 Year | 22.74% | - |
SIP Return Analysis
Scheme Name | SBI Flexicap Fund - REGULAR PLAN -Growth Option | Invesco India Flexi Cap Fund - Growth |
---|---|---|
6 Month | -4.92% | -7.48% |
1 Year | -9.3% | -8.46% |
3 Year | 10.61% | 19.87% |
5 Year | 13.46% | - |
Rolling Lumpsum Returns
Scheme Name | SBI Flexicap Fund - REGULAR PLAN -Growth Option | Invesco India Flexi Cap Fund - Growth |
---|---|---|
1 Year | 13.06% | 34.52% |
3 Year | 12.84% | - |
5 Year | 12.81% | - |
Risk Management
Scheme Name | SBI Flexicap Fund - REGULAR PLAN -Growth Option | Invesco India Flexi Cap Fund - Growth |
---|---|---|
Standard Deviation | 10.98% | - |
Sharp | 0.29% | - |
Beta | 0.85% | - |
Alpha | -2.08% | - |
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Fund Managers
Scheme Name | SBI Flexicap Fund - REGULAR PLAN -Growth Option | Invesco India Flexi Cap Fund - Growth |
---|---|---|
Name | Pradeep Kesavan | Amit Ganatra |
Total AUM | ₹434274 Cr | ₹23585 Cr |
Funds Managed | 43 | 5 |
SBI Flexicap Fund - REGULAR PLAN -Growth Option | Invesco India Flexi Cap Fund - Growth |
Market Cap
Scheme Name |
SBI Flexicap Fund - REGULAR PLAN -Growth Option |
Invesco India Flexi Cap Fund - Growth |
---|---|---|
Others | 14.01 | 4.45 |
Large Cap | 50.99 | 47.35 |
Small Cap | 17.74 | 23.55 |
Mid Cap | 17.26 | 24.65 |
Sector Allocation
Scheme Name |
SBI Flexicap Fund - REGULAR PLAN -Growth Option |
Invesco India Flexi Cap Fund - Growth |
---|---|---|
Others | 7.82 | 2.52 |
Energy | 4.58 | 3.33 |
Technology | 10.09 | 10.43 |
Industrials | 7.5 | 14.45 |
Basic Materials | 7.04 | 4.79 |
Financial Services | 27.7 | 24.35 |
Healthcare | 6.34 | 10.36 |
Consumer Cyclical | 16.13 | 20.14 |
Consumer Defensive | 4.84 | 1.95 |
Communication Services | 6.11 | 2.94 |
Utilities | 1.85 | 1.51 |
Real Estate | - | 3.23 |
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