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Invesco India Flexi Cap Fund vs Aditya Birla Sun Life Flexi Cap Fund compare
Invesco India Flexi Cap Fund - Growth
Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan
Chart Comparison
Overview
| Scheme Name | Invesco India Flexi Cap Fund - Growth | Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan |
|---|---|---|
| Fund | Invesco India Flexi Cap Fund - Growth | Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹3666 Cr | ₹22962 Cr |
| Min Investment | ₹1000 | ₹100 |
| Min SIP Invesment | ₹500 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 11 Feb 2022 | 27 Aug 1998 |
| Category | Flexi Cap | Flexi Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 500 | NIFTY 500 TRI |
| Turn Over | 97% | 20% |
| Expense Ratio | 1.96 | 1.68 |
| Manager | Amit Ganatra | Dhaval Joshi |
| ISIN Code | INF205KA1460 | INF209K01AJ8 |
| 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 | Aditya Birla Sun Life Flexi Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Invesco India Flexi Cap Fund - Growth | Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan |
|---|---|---|
| 1 Month | 2.01% | 2.31% |
| 6 Month | 22.57% | 15.82% |
| 1 Year | 1.9% | 0.11% |
| 3 Year | 22.3% | 16.59% |
| 5 Year | - | 20.05% |
SIP Return Analysis
| Scheme Name | Invesco India Flexi Cap Fund - Growth | Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan |
|---|---|---|
| 6 Month | 6.07% | 3.89% |
| 1 Year | 16.76% | 12.42% |
| 3 Year | 23.16% | 16.92% |
| 5 Year | - | 15.81% |
Rolling Lumpsum Returns
| Scheme Name | Invesco India Flexi Cap Fund - Growth | Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan |
|---|---|---|
| 1 Year | 22.86% | 16.53% |
| 3 Year | 23.67% | 16.26% |
| 5 Year | - | 17.18% |
Risk Management
| Scheme Name | Invesco India Flexi Cap Fund - Growth | Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan |
|---|---|---|
| Standard Deviation | 13.97% | 12.55% |
| Sharp | 1.01% | 0.8% |
| Beta | 0.96% | 0.95% |
| Alpha | 6.63% | 1.47% |
Fund Managers
| Scheme Name | Invesco India Flexi Cap Fund - Growth | Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan |
|---|---|---|
| Name | Amit Ganatra | Dhaval Joshi |
| Total AUM | ₹23585 Cr | ₹361932 Cr |
| Funds Managed | 5 | 55 |
| Invesco India Flexi Cap Fund - Growth | Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan |
Market Cap
| Scheme Name |
Invesco India Flexi Cap Fund - Growth |
Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan |
|---|---|---|
| Others | 11.51 | 5.33 |
| Large Cap | 41.98 | 65.38 |
| Mid Cap | 30.06 | 16.17 |
| Small Cap | 16.45 | 13.11 |
Sector Allocation
| Scheme Name |
Invesco India Flexi Cap Fund - Growth |
Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan |
|---|---|---|
| Others | 2.98 | 2.46 |
| Communication Services | 2.33 | 3.03 |
| Energy | 2.63 | 4.79 |
| Consumer Cyclical | 20.79 | 12.46 |
| Industrials | 15.26 | 11.52 |
| Healthcare | 13.16 | 7.34 |
| Real Estate | 2.14 | 0.67 |
| Financial Services | 27.85 | 32.29 |
| Technology | 8.72 | 7.92 |
| Basic Materials | 3.06 | 10.34 |
| Consumer Defensive | 1.08 | 7.18 |
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