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

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Invesco India Flexi Cap Fund - Growth

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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)	₹4380 Cr	₹24443 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

Scheme Name	Invesco India Flexi Cap Fund - Growth	Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan
1 Month	-0.57%	1.13%
6 Month	2.63%	6.36%
1 Year	-0.68%	6.93%
3 Year	20.59%	16.52%
5 Year	-	17.23%

Scheme Name	Invesco India Flexi Cap Fund - Growth	Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan
6 Month	1.62%	4.83%
1 Year	14.89%	19.41%
3 Year	20.05%	17.57%
5 Year	-	16.2%

Scheme Name	Invesco India Flexi Cap Fund - Growth	Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan
1 Year	21.81%	15.86%
3 Year	22.64%	16.65%
5 Year	-	16.28%

Scheme Name	Invesco India Flexi Cap Fund - Growth	Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan
Standard Deviation	13.79%	12.55%
Sharp	1.04%	0.89%
Beta	0.95%	0.96%
Alpha	5.31%	1.11%

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

Scheme Name	Invesco India Flexi Cap Fund - Growth	Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan
Others	13.96	1.09
Large Cap	38.5	66.89
Mid Cap	29.52	17.99
Small Cap	18.02	13.52

Scheme Name	Invesco India Flexi Cap Fund - Growth	Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan
Others	4.7	1.09
Communication Services	1.61	-
Consumer Cyclical	22.15	-
Industrials	15.2	-
Healthcare	14.64	-
Real Estate	2.52	-
Financial Services	26.96	-
Technology	10.03	-
Basic Materials	2.2	-
Telecom - Services	-	2.68
Petroleum Products	-	4.82
IT - Software	-	9.78
Pharmaceuticals & Biotechnology	-	3.46
Construction	-	2.01
Consumer Durables	-	2.68
Non - Ferrous Metals	-	2.13
Banks	-	22.12
Cement & Cement Products	-	2.28
Electrical Equipment	-	1.21
Auto Components	-	5.29
Automobiles	-	6.62
Chemicals & Petrochemicals	-	3.28
Personal Products	-	1.72
Healthcare Services	-	3.04
Finance	-	4.34
Insurance	-	4.39
Industrial Products	-	3.86
Agricultural Food & other Products	-	1.61
Retailing	-	2.62
Fertilizers & Agrochemicals	-	0.45
Transport Services	-	0.59
Industrial Manufacturing	-	0.38
Realty	-	0.64
Capital Markets	-	1
Transport Infrastructure	-	0.92
Ferrous Metals	-	1.51
Beverages	-	2.97