Invesco India Flexi Cap Fund vs Tata Flexi Cap Fund compare

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tortoise-icon Invesco India Flexi Cap Fund - Growth

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tortoise-icon Tata Flexi Cap Fund -Regular Plan-Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹2260 Cr ₹3009 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 1.99 1.93
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 5.13% -0.2%
6 Month 10.22% 1.01%
1 Year 38.04% 14.85%
3 Year - 13.44%
5 Year - 14.78%

SIP Return Analysis

Scheme Name Invesco India Flexi Cap Fund - Growth Tata Flexi Cap Fund -Regular Plan-Growth
6 Month - -
1 Year 31.32% 7.99%
3 Year - 17.35%
5 Year - 17.04%

Rolling Lumpsum Returns

Scheme Name Invesco India Flexi Cap Fund - Growth Tata Flexi Cap Fund -Regular Plan-Growth
1 Year 32.92% 14.26%
3 Year - 15.8%
5 Year - 15.24%

Risk Management

Scheme Name Invesco India Flexi Cap Fund - Growth Tata Flexi Cap Fund -Regular Plan-Growth
Standard Deviation 15.1% 11.4%
Sharp - 0.57%
Beta - 0.85%
Alpha - -1.6%

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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
Fund Manage 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 7.34 5.31
Large Cap 59.08 47.99
Mid Cap 16.21 19.09
Small Cap 17.37 27.61

Sector Allocation

Scheme Name

Invesco India Flexi Cap Fund - Growth

Tata Flexi Cap Fund -Regular Plan-Growth

Others 1.98 5.31
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 -
Insurance 1.35 2.82
Chemicals 0.43 -
Diversified 0.89 -
Energy 1.9 -
Construction 1.43 3.68
Petroleum Products - 3.98
Cement & Cement Products - 4.62
Personal Products - 2.81
Finance - 9
Ferrous Metals - 1.28
Consumer Durables - 3.93
Pharmaceuticals & Biotechnology - 6.3
Banks - 22.27
Realty - 2.64
Agricultural, Commercial & Construction Vehicles - 1.74
Industrial Manufacturing - 1.2
Telecom - Services - 1.29
Diversified FMCG - 2.27
Retailing - 3.21
Food Products - 1.93
Leisure Services - 0.97
Transport Services - 0.5
Auto Components - 2.14
Healthcare Services - 1.75
IT - Software - 4.38
Automobiles - 2.39
Commercial Services & Supplies - 1.13
Industrial Products - 2.92
Transport Infrastructure - 1.37
Capital Markets - 2.17

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