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) | ₹18912 Cr | ₹4000 Cr |
| Min Investment | ₹5000 | ₹1000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| 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 | 3.36% | 1.58% |
| 6 Month | 5.32% | 10.52% |
| 1 Year | 4.13% | 5.78% |
| 3 Year | 17.86% | 21.79% |
| 5 Year | 24.26% | - |
SIP Return Analysis
| Scheme Name | Franklin India Flexi Cap Fund - Growth | Invesco India Flexi Cap Fund - Growth |
|---|---|---|
| 6 Month | -0.72% | 0.45% |
| 1 Year | 4.25% | 10.18% |
| 3 Year | 13.77% | 19.32% |
| 5 Year | 15.92% | - |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Flexi Cap Fund - Growth | Invesco India Flexi Cap Fund - Growth |
|---|---|---|
| 1 Year | 15.68% | 21.81% |
| 3 Year | 19.05% | 22.64% |
| 5 Year | 19.08% | - |
Risk Management
| Scheme Name | Franklin India Flexi Cap Fund - Growth | Invesco India Flexi Cap Fund - Growth |
|---|---|---|
| Standard Deviation | 12.52% | 13.85% |
| Sharp | 0.90% | 1.07% |
| Beta | 0.93% | 0.96% |
| Alpha | 2.54% | 5.84% |
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 | 3.16 | 12.89 |
| Large Cap | 74.6 | 40.08 |
| Small Cap | 8.04 | 17.96 |
| Mid Cap | 14.2 | 29.06 |
Sector Allocation
| Scheme Name |
Franklin India Flexi Cap Fund - Growth |
Invesco India Flexi Cap Fund - Growth |
|---|---|---|
| Others | 3.16 | 3.43 |
| Energy | 4.52 | - |
| Technology | 7.24 | 10.17 |
| Industrials | 12.87 | 15.46 |
| Financial Services | 28.41 | 25.88 |
| Healthcare | 8.04 | 15.51 |
| Basic Materials | 5.4 | 2.51 |
| Consumer Cyclical | 12.05 | 23.44 |
| Communication Services | 5.61 | 1.58 |
| Utilities | 5.74 | - |
| Consumer Defensive | 5.16 | 0 |
| Real Estate | 1.8 | 2.02 |
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