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)	₹3267 Cr	₹23606 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	-1.35%	-2.82%
6 Month	12.55%	8.71%
1 Year	6.8%	1.88%
3 Year	23.65%	17.73%
5 Year	-	20.89%

Scheme Name	Invesco India Flexi Cap Fund - Growth	Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan
6 Month	9.64%	4.73%
1 Year	14.17%	7.5%
3 Year	24.56%	17.49%
5 Year	-	16.6%

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%

Scheme Name	Invesco India Flexi Cap Fund - Growth	Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan
Standard Deviation	14.41%	12.55%
Sharp	1.35%	1.17%
Beta	0.94%	0.94%
Alpha	6.11%	0.81%

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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	9.42	4.93
Large Cap	46.4	65.68
Mid Cap	26.6	16.72
Small Cap	17.58	12.67

Scheme Name	Invesco India Flexi Cap Fund - Growth	Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan
Others	1.54	1.91
Communication Services	3.41	3.12
Energy	2.97	5.84
Technology	8.28	8.41
Consumer Cyclical	21.54	12.17
Industrials	14.92	11.14
Healthcare	10.98	6.93
Real Estate	2.2	0.6
Financial Services	28.91	32.46
Basic Materials	3.03	10.13
Consumer Defensive	2.21	7.27