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) | ₹4000 Cr | ₹2842 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 | 3.62% | 5.19% |
| 6 Month | 12.79% | 9.98% |
| 1 Year | 8.34% | 4.5% |
| 3 Year | 22.72% | 18.97% |
| 5 Year | - | 21.62% |
SIP Return Analysis
| Scheme Name | Invesco India Flexi Cap Fund - Growth | Edelweiss Flexi Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 2.39% | 3.54% |
| 1 Year | 15.73% | 13.61% |
| 3 Year | 21.79% | 17.59% |
| 5 Year | - | 17.42% |
Rolling Lumpsum Returns
| Scheme Name | Invesco India Flexi Cap Fund - Growth | Edelweiss Flexi Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 21.81% | 12.27% |
| 3 Year | 22.64% | 15.42% |
| 5 Year | - | 15.05% |
Risk Management
| Scheme Name | Invesco India Flexi Cap Fund - Growth | Edelweiss Flexi Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 13.85% | 13.35% |
| Sharp | 1.07% | 0.84% |
| Beta | 0.96% | 0.99% |
| Alpha | 5.84% | 2.04% |
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 | 12.89 | 7.72 |
| Large Cap | 40.08 | 58.36 |
| Mid Cap | 29.06 | 25.03 |
| Small Cap | 17.96 | 8.9 |
Sector Allocation
| Scheme Name |
Invesco India Flexi Cap Fund - Growth |
Edelweiss Flexi Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 3.43 | 3.01 |
| Communication Services | 1.58 | 2.46 |
| Consumer Cyclical | 23.44 | 14.09 |
| Industrials | 15.46 | 11.49 |
| Healthcare | 15.51 | 7.34 |
| Real Estate | 2.02 | 1.93 |
| Financial Services | 25.88 | 29.41 |
| Technology | 10.17 | 10.37 |
| Basic Materials | 2.51 | 6.18 |
| Consumer Defensive | 0 | 6.51 |
| Energy | - | 4.36 |
| Utilities | - | 2.84 |
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