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Invesco India Flexi Cap Fund vs Aditya Birla Sun Life Flexi Cap Fund compare

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tortoise-icon Invesco India Flexi Cap Fund - Growth

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tortoise-icon Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan

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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 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 3.69% 3.5%
6 Month -4.34% -1.5%
1 Year 10.76% 10.58%
3 Year 20.48% 15.8%
5 Year - 22.53%

SIP Return Analysis

Scheme Name Invesco India Flexi Cap Fund - Growth Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan
6 Month 0.22% 2.73%
1 Year -2.64% 0.9%
3 Year 21.46% 17.36%
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 34.52% 17.42%
3 Year - 16.25%
5 Year - 16.95%

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 - 0.44%
Beta - 0.96%
Alpha - -0.36%

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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 1.22
Large Cap 47.35 70.79
Small Cap 23.55 10.72
Mid Cap 24.65 17.25

Sector Allocation

Scheme Name

Invesco India Flexi Cap Fund - Growth

Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan

Others 2.52 1.22
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 - 3.14
Petroleum Products - 5.4
IT - Software - 10.03
Pharmaceuticals & Biotechnology - 5.52
Construction - 2.34
Finance - 5.94
Consumer Durables - 2.43
Banks - 22.94
Non - Ferrous Metals - 1.63
Cement & Cement Products - 2.51
Healthcare Services - 1.97
Electrical Equipment - 2.2
Auto Components - 4.82
Automobiles - 5.47
Chemicals & Petrochemicals - 2.51
Personal Products - 1.18
Insurance - 4.04
Industrial Products - 3.32
Agricultural Food & other Products - 1.68
Retailing - 2.07
Fertilizers & Agrochemicals - 0.4
Minerals & Mining - 0.35
Transport Services - 0.76
Industrial Manufacturing - 0.42
Realty - 0.58
Capital Markets - 0.54
Ferrous Metals - 1.17
Beverages - 3.4

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