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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 | 3.44% | 4.58% |
| 6 Month | -3.38% | -3.51% |
| 1 Year | 6.42% | 15.05% |
| 3 Year | 11.69% | 20.19% |
| 5 Year | 21.49% | - |
SIP Return Analysis
| Scheme Name | SBI Flexicap Fund - REGULAR PLAN -Growth Option | Invesco India Flexi Cap Fund - Growth |
|---|---|---|
| 6 Month | -0.94% | -1.52% |
| 1 Year | -5.51% | -4.01% |
| 3 Year | 11.49% | 21.08% |
| 5 Year | 13.67% | - |
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 | 0.24% | - |
| Beta | 0.84% | - |
| Alpha | -2.79% | - |
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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 | 14.68 | 4.45 |
| Large Cap | 57.42 | 47.35 |
| Small Cap | 13.96 | 23.55 |
| Mid Cap | 13.94 | 24.65 |
Sector Allocation
| Scheme Name |
SBI Flexicap Fund - REGULAR PLAN -Growth Option |
Invesco India Flexi Cap Fund - Growth |
|---|---|---|
| Others | 8.64 | 2.52 |
| Energy | 4.68 | 3.33 |
| Technology | 10.28 | 10.43 |
| Industrials | 5.97 | 14.45 |
| Basic Materials | 6.85 | 4.79 |
| Financial Services | 34.14 | 24.35 |
| Healthcare | 4.87 | 10.36 |
| Consumer Defensive | 2.91 | 1.95 |
| Consumer Cyclical | 15.65 | 20.14 |
| Communication Services | 5.84 | 2.94 |
| Utilities | 0.16 | 1.51 |
| Real Estate | - | 3.23 |
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