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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) | ₹96295 Cr | ₹4723 Cr |
| Min Investment | ₹100 | ₹100 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹100 |
| 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 | -0.68% | -5.14% |
| 6 Month | 3.54% | -6.43% |
| 1 Year | 12.42% | 1.24% |
| 3 Year | 20.78% | 19.63% |
| 5 Year | 21.66% | - |
SIP Return Analysis
| Scheme Name | HDFC Flexi Cap Fund - Growth Plan | Invesco India Flexi Cap Fund - Growth |
|---|---|---|
| 6 Month | 1.14% | -4.56% |
| 1 Year | 11.83% | 1.46% |
| 3 Year | 17.76% | 13.83% |
| 5 Year | 19.96% | - |
Rolling Lumpsum Returns
| Scheme Name | HDFC Flexi Cap Fund - Growth Plan | Invesco India Flexi Cap Fund - Growth |
|---|---|---|
| 1 Year | 19.4% | 18.86% |
| 3 Year | 18.59% | 22.27% |
| 5 Year | 16.64% | - |
Risk Management
| Scheme Name | HDFC Flexi Cap Fund - Growth Plan | Invesco India Flexi Cap Fund - Growth |
|---|---|---|
| Standard Deviation | 12.12% | 15.1% |
| Sharp | 1.4% | 1.07% |
| Beta | 0.78% | 0.97% |
| Alpha | 6.05% | 4.22% |
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 | 15.55 | 16.52 |
| Large Cap | 73.11 | 41.61 |
| Small Cap | 8.25 | 13.34 |
| Mid Cap | 3.09 | 28.53 |
Sector Allocation
| Scheme Name |
HDFC Flexi Cap Fund - Growth Plan |
Invesco India Flexi Cap Fund - Growth |
|---|---|---|
| Others | 13.19 | 1.46 |
| Technology | 5.6 | 9.13 |
| Consumer Cyclical | 15.22 | 23.16 |
| Industrials | 4.76 | 14.31 |
| Basic Materials | 5.25 | 2.1 |
| Financial Services | 38.96 | 33.23 |
| Healthcare | 7.46 | 11.76 |
| Real Estate | 2.36 | 3.24 |
| Energy | 1.37 | - |
| Communication Services | 2.47 | 1.61 |
| Utilities | 2.5 | - |
| Consumer Defensive | 0.86 | - |
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