Invesco India Flexi Cap Fund vs Franklin India Flexi Cap Fund compare
Franklin India Flexi Cap Fund - Growth
Invesco India Flexi Cap Fund - Growth
Chart Comparison
Overview
| Scheme Name | Franklin India Flexi Cap Fund - Growth | Invesco India Flexi Cap Fund - Growth |
|---|---|---|
| Fund | Franklin India Flexi Cap Fund - Growth | Invesco India Flexi Cap Fund - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹19972 Cr | ₹4723 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 29 Sep 1994 | 11 Feb 2022 |
| Category | Flexi Cap | Flexi Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | BSE 500 |
| Turn Over | 18.1% | 97% |
| Expense Ratio | 1.71 | 1.96 |
| Manager | R Janakiraman | Amit Ganatra |
| ISIN Code | INF090I01239 | INF205KA1460 |
| Exits Load | Franklin India Flexi Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | 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 |
Trailing Lumpsum Returns
| Scheme Name | Franklin India Flexi Cap Fund - Growth | Invesco India Flexi Cap Fund - Growth |
|---|---|---|
| 1 Month | -1.83% | -4.61% |
| 6 Month | -0.98% | -6.46% |
| 1 Year | 7.23% | 5.14% |
| 3 Year | 18.57% | 20.41% |
| 5 Year | 18.06% | - |
SIP Return Analysis
| Scheme Name | Franklin India Flexi Cap Fund - Growth | Invesco India Flexi Cap Fund - Growth |
|---|---|---|
| 6 Month | 1.3% | -1.22% |
| 1 Year | 8.57% | 6.66% |
| 3 Year | 13.03% | 15.06% |
| 5 Year | 15.36% | - |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Flexi Cap Fund - Growth | Invesco India Flexi Cap Fund - Growth |
|---|---|---|
| 1 Year | 16.91% | 18.86% |
| 3 Year | 18.59% | 22.27% |
| 5 Year | 17.37% | - |
Risk Management
| Scheme Name | Franklin India Flexi Cap Fund - Growth | Invesco India Flexi Cap Fund - Growth |
|---|---|---|
| Standard Deviation | 12.16% | 15.1% |
| Sharp | 0.96% | 1.07% |
| Beta | 0.93% | 0.97% |
| Alpha | 1.64% | 4.22% |
Fund Managers
| Scheme Name | Franklin India Flexi Cap Fund - Growth | Invesco India Flexi Cap Fund - Growth |
|---|---|---|
| Name | R Janakiraman | Amit Ganatra |
| Total AUM | ₹50034 Cr | ₹23585 Cr |
| Funds Managed | 8 | 5 |
| Franklin India Flexi Cap Fund - Growth | Invesco India Flexi Cap Fund - Growth |
Market Cap
| Scheme Name |
Franklin India Flexi Cap Fund - Growth |
Invesco India Flexi Cap Fund - Growth |
|---|---|---|
| Others | 8.89 | 16.52 |
| Large Cap | 70.88 | 41.61 |
| Small Cap | 7.9 | 13.34 |
| Mid Cap | 12.33 | 28.53 |
Sector Allocation
| Scheme Name |
Franklin India Flexi Cap Fund - Growth |
Invesco India Flexi Cap Fund - Growth |
|---|---|---|
| Others | 5.81 | 1.46 |
| Energy | 4.75 | - |
| Technology | 8.34 | 9.13 |
| Industrials | 13.99 | 14.31 |
| Financial Services | 28.59 | 33.23 |
| Healthcare | 6.68 | 11.76 |
| Basic Materials | 5.51 | 2.1 |
| Consumer Cyclical | 9.76 | 23.16 |
| Communication Services | 4.57 | 1.61 |
| Utilities | 4.87 | - |
| Consumer Defensive | 5.66 | - |
| Real Estate | 1.46 | 3.24 |
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