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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 | -4.63% | -3.08% |
| 6 Month | -14.46% | -12.17% |
| 1 Year | 6.23% | 5.61% |
| 3 Year | 16.88% | 12.28% |
| 5 Year | - | 15.79% |
SIP Return Analysis
| Scheme Name | Invesco India Flexi Cap Fund - Growth | Tata Flexi Cap Fund -Regular Plan-Growth |
|---|---|---|
| 6 Month | -12.53% | -7.19% |
| 1 Year | -17.92% | -11.17% |
| 3 Year | 15.74% | 11.25% |
| 5 Year | - | 12.83% |
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 | - | 0.47% |
| Beta | - | 0.8% |
| Alpha | - | 0.34% |
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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 | 4.4504 | 2.85267 |
| Large Cap | 47.3542 | 56.99299 |
| Small Cap | 23.54627 | 24.52744 |
| Mid Cap | 24.6491 | 15.62688 |
Sector Allocation
| Scheme Name |
Invesco India Flexi Cap Fund - Growth |
Tata Flexi Cap Fund -Regular Plan-Growth |
|---|---|---|
| Others | 2.52274 | 2.75103 |
| Communication Services | 2.94122 | 1.37377 |
| Energy | 3.33138 | 4.27419 |
| Technology | 10.42627 | 5.57753 |
| Financial Services | 24.34798 | 38.78252 |
| Consumer Cyclical | 20.13933 | 11.51567 |
| Industrials | 14.45232 | 7.53591 |
| Healthcare | 10.35727 | 7.59855 |
| Real Estate | 3.23213 | 0.93269 |
| Basic Materials | 4.78983 | 9.67063 |
| Utilities | 1.50653 | - |
| Consumer Defensive | 1.95297 | 9.98749 |
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