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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 7.55% 7.17%
6 Month 2.36% 5.25%
1 Year 14.72% 14.34%
3 Year 25.65% 20.28%
5 Year - 24.85%

SIP Return Analysis

Scheme Name Invesco India Flexi Cap Fund - Growth Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan
6 Month 6.19% 7.5%
1 Year 7.03% 9.65%
3 Year 24.15% 19.48%
5 Year - 17.89%

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 - 0.69%
Beta - 0.95%
Alpha - 0.61%

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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 1.67
Large Cap 47.35 69.72
Small Cap 23.55 11.63
Mid Cap 24.65 16.75

Sector Allocation

Scheme Name

Invesco India Flexi Cap Fund - Growth

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

Others 2.52 1.67
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 - 3.23
Petroleum Products - 5.55
IT - Software - 8.64
Pharmaceuticals & Biotechnology - 4.94
Construction - 2.27
Finance - 5.87
Consumer Durables - 2.48
Banks - 23.42
Non - Ferrous Metals - 1.67
Cement & Cement Products - 2.67
Electrical Equipment - 2.31
Auto Components - 4.84
Automobiles - 5.05
Chemicals & Petrochemicals - 2.88
Personal Products - 1.26
Healthcare Services - 1.81
Insurance - 4.06
Industrial Products - 3.35
Agricultural Food & other Products - 1.62
Retailing - 2.11
Fertilizers & Agrochemicals - 0.46
Minerals & Mining - 0.42
Transport Services - 0.81
Industrial Manufacturing - 0.39
Realty - 0.55
Capital Markets - 0.59
Ferrous Metals - 1.27
Beverages - 3.58

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