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Invesco India Flexi Cap Fund vs Tata Flexi Cap Fund compare
Invesco India Flexi Cap Fund - Growth
Tata Flexi Cap Fund -Regular Plan-Growth
Chart Comparison
Overview
| Scheme Name | Invesco India Flexi Cap Fund - Growth | Tata Flexi Cap Fund -Regular Plan-Growth |
|---|---|---|
| Fund | Invesco India Flexi Cap Fund - Growth | Tata Flexi Cap Fund -Regular Plan-Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹2472 Cr | ₹2886 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 11 Feb 2022 | 06 Sep 2018 |
| Category | Flexi Cap | Flexi Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 500 | NIFTY 500 TRI |
| Turn Over | 97% | 69.17% |
| Expense Ratio | 1.96 | 1.94 |
| Manager | Amit Ganatra | Amey Sathe |
| ISIN Code | INF205KA1460 | INF277K019K2 |
| 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 | Tata 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 | Tata Flexi Cap Fund -Regular Plan-Growth |
|---|---|---|
| 1 Month | 3.93% | 5.39% |
| 6 Month | -6.33% | -1.34% |
| 1 Year | 15.39% | 13.46% |
| 3 Year | 19.55% | 14.01% |
| 5 Year | - | 20.73% |
SIP Return Analysis
| Scheme Name | Invesco India Flexi Cap Fund - Growth | Tata Flexi Cap Fund -Regular Plan-Growth |
|---|---|---|
| 6 Month | -1.52% | 3.22% |
| 1 Year | -4.01% | 3.59% |
| 3 Year | 21.08% | 16.38% |
| 5 Year | - | 15.51% |
Rolling Lumpsum Returns
| Scheme Name | Invesco India Flexi Cap Fund - Growth | Tata Flexi Cap Fund -Regular Plan-Growth |
|---|---|---|
| 1 Year | 34.52% | 14.24% |
| 3 Year | - | 15.51% |
| 5 Year | - | 15.14% |
Risk Management
| Scheme Name | Invesco India Flexi Cap Fund - Growth | Tata Flexi Cap Fund -Regular Plan-Growth |
|---|---|---|
| Standard Deviation | - | 11.4% |
| Sharp | - | 0.45% |
| Beta | - | 0.8% |
| Alpha | - | - |
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Fund Managers
| Scheme Name | Invesco India Flexi Cap Fund - Growth | Tata Flexi Cap Fund -Regular Plan-Growth |
|---|---|---|
| Name | Amit Ganatra | Amey Sathe |
| Total AUM | ₹23585 Cr | ₹11910 Cr |
| Funds Managed | 5 | 4 |
| Invesco India Flexi Cap Fund - Growth | Tata Flexi Cap Fund -Regular Plan-Growth |
Market Cap
| Scheme Name |
Invesco India Flexi Cap Fund - Growth |
Tata Flexi Cap Fund -Regular Plan-Growth |
|---|---|---|
| Others | 4.45 | 3.13 |
| Large Cap | 47.35 | 58.34 |
| Small Cap | 23.55 | 23.85 |
| Mid Cap | 24.65 | 14.68 |
Sector Allocation
| Scheme Name |
Invesco India Flexi Cap Fund - Growth |
Tata Flexi Cap Fund -Regular Plan-Growth |
|---|---|---|
| Others | 2.52 | 3.02 |
| Communication Services | 2.94 | 1.35 |
| Energy | 3.33 | 4.28 |
| Technology | 10.43 | 5.01 |
| Financial Services | 24.35 | 40.02 |
| Consumer Cyclical | 20.14 | 11.56 |
| Industrials | 14.45 | 7.26 |
| Healthcare | 10.36 | 7.59 |
| Real Estate | 3.23 | 0.75 |
| Basic Materials | 4.79 | 9.55 |
| Utilities | 1.51 | - |
| Consumer Defensive | 1.95 | 9.62 |
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