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Invesco India Flexi Cap Fund vs HDFC Flexi Cap Fund compare
HDFC Flexi Cap Fund - Growth Plan
Invesco India Flexi Cap Fund - Growth
Chart Comparison
Overview
| Scheme Name | HDFC Flexi Cap Fund - Growth Plan | Invesco India Flexi Cap Fund - Growth |
|---|---|---|
| Fund | HDFC Flexi Cap Fund - Growth Plan | Invesco India Flexi Cap Fund - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹81936 Cr | ₹3666 Cr |
| Min Investment | ₹100 | ₹1000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 01 Jan 1995 | 11 Feb 2022 |
| Category | Flexi Cap | Flexi Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | BSE 500 |
| Turn Over | 42.17% | 97% |
| Expense Ratio | 1.42 | 1.96 |
| Manager | Dhruv Muchhal | Amit Ganatra |
| ISIN Code | INF179K01608 | INF205KA1460 |
| Exits Load | HDFC 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 | HDFC Flexi Cap Fund - Growth Plan | Invesco India Flexi Cap Fund - Growth |
|---|---|---|
| 1 Month | 3.14% | 2.88% |
| 6 Month | 15.02% | 22.28% |
| 1 Year | 5.02% | 2.38% |
| 3 Year | 21.76% | 22.24% |
| 5 Year | 28.32% | - |
SIP Return Analysis
| Scheme Name | HDFC Flexi Cap Fund - Growth Plan | Invesco India Flexi Cap Fund - Growth |
|---|---|---|
| 6 Month | 4.4% | 6.07% |
| 1 Year | 15.32% | 16.76% |
| 3 Year | 21.37% | 23.16% |
| 5 Year | 22.57% | - |
Rolling Lumpsum Returns
| Scheme Name | HDFC Flexi Cap Fund - Growth Plan | Invesco India Flexi Cap Fund - Growth |
|---|---|---|
| 1 Year | 18.14% | 22.86% |
| 3 Year | 19.11% | 23.67% |
| 5 Year | 18.88% | - |
Risk Management
| Scheme Name | HDFC Flexi Cap Fund - Growth Plan | Invesco India Flexi Cap Fund - Growth |
|---|---|---|
| Standard Deviation | 11.22% | 13.97% |
| Sharp | 1.23% | 1.01% |
| Beta | 0.81% | 0.96% |
| Alpha | 7.42% | 6.63% |
Fund Managers
| Scheme Name | HDFC Flexi Cap Fund - Growth Plan | Invesco India Flexi Cap Fund - Growth |
|---|---|---|
| Name | Dhruv Muchhal | Amit Ganatra |
| Total AUM | ₹520687 Cr | ₹23585 Cr |
| Funds Managed | 40 | 5 |
| HDFC Flexi Cap Fund - Growth Plan | Invesco India Flexi Cap Fund - Growth |
Market Cap
| Scheme Name |
HDFC Flexi Cap Fund - Growth Plan |
Invesco India Flexi Cap Fund - Growth |
|---|---|---|
| Others | 11.84 | 11.51 |
| Large Cap | 74.89 | 41.98 |
| Mid Cap | 3.41 | 30.06 |
| Small Cap | 9.86 | 16.45 |
Sector Allocation
| Scheme Name |
HDFC Flexi Cap Fund - Growth Plan |
Invesco India Flexi Cap Fund - Growth |
|---|---|---|
| Others | 9.03 | 2.98 |
| Communication Services | 2.93 | 2.33 |
| Energy | 0.93 | 2.63 |
| Technology | 4.85 | 8.72 |
| Consumer Cyclical | 16.85 | 20.79 |
| Industrials | 4.88 | 15.26 |
| Basic Materials | 5.94 | 3.06 |
| Financial Services | 40.06 | 27.85 |
| Real Estate | 2.69 | 2.14 |
| Healthcare | 9.05 | 13.16 |
| Utilities | 2.09 | - |
| Consumer Defensive | 0.71 | 1.08 |
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