Invesco India Flexi Cap Fund vs Edelweiss Flexi Cap Fund compare
Invesco India Flexi Cap Fund - Growth
Edelweiss Flexi Cap Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Invesco India Flexi Cap Fund - Growth | Edelweiss Flexi Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | Invesco India Flexi Cap Fund - Growth | Edelweiss Flexi Cap Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹4679 Cr | ₹3006 Cr |
| Min Investment | ₹1000 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 11 Feb 2022 | 03 Feb 2015 |
| Category | Flexi Cap | Flexi Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 500 | NIFTY 500 TRI |
| Turn Over | 97% | 49% |
| Expense Ratio | 1.96 | 1.96 |
| Manager | Amit Ganatra | Trideep Bhattacharya |
| ISIN Code | INF205KA1460 | INF843K01KN5 |
| 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 | Edelweiss 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 | Edelweiss Flexi Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | -1.04% | -0.01% |
| 6 Month | 2.16% | 5.4% |
| 1 Year | -2.02% | 0.38% |
| 3 Year | 20.63% | 18.07% |
| 5 Year | - | 18.82% |
SIP Return Analysis
| Scheme Name | Invesco India Flexi Cap Fund - Growth | Edelweiss Flexi Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | -1.07% | 2.94% |
| 1 Year | 10.8% | 16.07% |
| 3 Year | 17.87% | 16.28% |
| 5 Year | - | 16.39% |
Rolling Lumpsum Returns
| Scheme Name | Invesco India Flexi Cap Fund - Growth | Edelweiss Flexi Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 21.81% | 11.77% |
| 3 Year | 22.64% | 15.56% |
| 5 Year | - | 15.2% |
Risk Management
| Scheme Name | Invesco India Flexi Cap Fund - Growth | Edelweiss Flexi Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 13.81% | 13.34% |
| Sharp | 1.01% | 0.82% |
| Beta | 0.96% | 0.99% |
| Alpha | 5.59% | 2.43% |
Fund Managers
| Scheme Name | Invesco India Flexi Cap Fund - Growth | Edelweiss Flexi Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Amit Ganatra | Trideep Bhattacharya |
| Total AUM | ₹23585 Cr | ₹0 Cr |
| Funds Managed | 5 | 9 |
| Invesco India Flexi Cap Fund - Growth | Edelweiss Flexi Cap Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
Invesco India Flexi Cap Fund - Growth |
Edelweiss Flexi Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 13.96 | 8.56 |
| Large Cap | 38.5 | 57.26 |
| Mid Cap | 29.52 | 25.42 |
| Small Cap | 18.02 | 8.76 |
Sector Allocation
| Scheme Name |
Invesco India Flexi Cap Fund - Growth |
Edelweiss Flexi Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 4.7 | 2.01 |
| Communication Services | 1.61 | 2.54 |
| Consumer Cyclical | 22.15 | 13.16 |
| Industrials | 15.2 | 11.1 |
| Healthcare | 14.64 | 6.99 |
| Real Estate | 2.52 | 1.81 |
| Financial Services | 26.96 | 31.68 |
| Technology | 10.03 | 10.83 |
| Basic Materials | 2.2 | 6.66 |
| Energy | - | 4.76 |
| Consumer Defensive | - | 6.01 |
| Utilities | - | 2.46 |
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