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Invesco India Flexi Cap Fund vs HDFC Flexi Cap Fund compare

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tortoise-icon HDFC Flexi Cap Fund - Growth Plan

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tortoise-icon Invesco India Flexi Cap Fund - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹80642 Cr ₹3426 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 -0.11% -1.68%
6 Month 13.58% 19.27%
1 Year 4.74% 2.19%
3 Year 22.42% 22.47%
5 Year 26.39% -

SIP Return Analysis

Scheme Name HDFC Flexi Cap Fund - Growth Plan Invesco India Flexi Cap Fund - Growth
6 Month 1.79% 3.2%
1 Year 8.91% 8.43%
3 Year 20.11% 21.22%
5 Year 22.42% -

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 11.30% 13.87%
Sharp 1.36% 1.14%
Beta 0.81% 0.94%
Alpha 7.13% 6.30%

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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