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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) | ₹2472 Cr | ₹21417 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 | 3.7% | 1.95% |
| 6 Month | -4.59% | -0.14% |
| 1 Year | 10.84% | 8.29% |
| 3 Year | 26.4% | 21.11% |
| 5 Year | - | 22.94% |
SIP Return Analysis
| Scheme Name | Invesco India Flexi Cap Fund - Growth | Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan |
|---|---|---|
| 6 Month | 9.46% | 7.92% |
| 1 Year | 9.39% | 8.78% |
| 3 Year | 23.77% | 18.16% |
| 5 Year | - | 17.04% |
Rolling Lumpsum Returns
| Scheme Name | Invesco India Flexi Cap Fund - Growth | Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan |
|---|---|---|
| 1 Year | 25.45% | 16.85% |
| 3 Year | 18.34% | 16.17% |
| 5 Year | - | 17.02% |
Risk Management
| Scheme Name | Invesco India Flexi Cap Fund - Growth | Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan |
|---|---|---|
| Standard Deviation | - | 12.55% |
| Sharp | - | 0.9% |
| Beta | - | 0.94% |
| Alpha | - | 0.76% |
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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 | 4.45 | 1.35 |
| Large Cap | 47.35 | 69.72 |
| Small Cap | 23.55 | 12.23 |
| Mid Cap | 24.65 | 16.46 |
Sector Allocation
| Scheme Name |
Invesco India Flexi Cap Fund - Growth |
Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan |
|---|---|---|
| Others | 2.52 | 1.35 |
| Communication Services | 2.94 | - |
| Energy | 3.33 | - |
| Technology | 10.43 | - |
| Financial Services | 24.35 | - |
| Consumer Cyclical | 20.14 | - |
| Industrials | 14.45 | - |
| Healthcare | 10.36 | - |
| Real Estate | 3.23 | - |
| Basic Materials | 4.79 | - |
| Utilities | 1.51 | - |
| Consumer Defensive | 1.95 | - |
| Telecom - Services | - | 3.32 |
| Petroleum Products | - | 5.78 |
| IT - Software | - | 8.03 |
| Pharmaceuticals & Biotechnology | - | 4.73 |
| Construction | - | 2.1 |
| Finance | - | 5.61 |
| Consumer Durables | - | 2.63 |
| Banks | - | 23.9 |
| Non - Ferrous Metals | - | 1.52 |
| Cement & Cement Products | - | 2.64 |
| Electrical Equipment | - | 2.17 |
| Auto Components | - | 4.55 |
| Automobiles | - | 5.92 |
| Chemicals & Petrochemicals | - | 2.89 |
| Personal Products | - | 1.32 |
| Healthcare Services | - | 1.87 |
| Insurance | - | 4.33 |
| Industrial Products | - | 3.18 |
| Agricultural Food & other Products | - | 1.82 |
| Retailing | - | 2.16 |
| Fertilizers & Agrochemicals | - | 0.4 |
| Minerals & Mining | - | 0.39 |
| Transport Services | - | 0.8 |
| Industrial Manufacturing | - | 0.39 |
| Realty | - | 0.57 |
| Capital Markets | - | 0.57 |
| Ferrous Metals | - | 1.22 |
| Beverages | - | 3.6 |
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