- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
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) | ₹91041 Cr | ₹4380 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 | 1.03% | -0.57% |
| 6 Month | 7.24% | 2.63% |
| 1 Year | 8.74% | -0.68% |
| 3 Year | 20.7% | 20.59% |
| 5 Year | 24.89% | - |
SIP Return Analysis
| Scheme Name | HDFC Flexi Cap Fund - Growth Plan | Invesco India Flexi Cap Fund - Growth |
|---|---|---|
| 6 Month | 3.86% | 0.25% |
| 1 Year | 18.04% | 11.6% |
| 3 Year | 20.02% | 18.51% |
| 5 Year | 21.25% | - |
Rolling Lumpsum Returns
| Scheme Name | HDFC Flexi Cap Fund - Growth Plan | Invesco India Flexi Cap Fund - Growth |
|---|---|---|
| 1 Year | 19.53% | 21.81% |
| 3 Year | 18.52% | 22.64% |
| 5 Year | 16.6% | - |
Risk Management
| Scheme Name | HDFC Flexi Cap Fund - Growth Plan | Invesco India Flexi Cap Fund - Growth |
|---|---|---|
| Standard Deviation | 10.52% | 13.81% |
| Sharp | 1.24% | 1.01% |
| Beta | 0.78% | 0.96% |
| Alpha | 6.27% | 5.59% |
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 | 12.84 | 13.96 |
| Large Cap | 74.59 | 38.5 |
| Small Cap | 9.35 | 18.02 |
| Mid Cap | 3.23 | 29.52 |
Sector Allocation
| Scheme Name |
HDFC Flexi Cap Fund - Growth Plan |
Invesco India Flexi Cap Fund - Growth |
|---|---|---|
| Others | 10.26 | 4.7 |
| Technology | 5.21 | 10.03 |
| Consumer Cyclical | 15.78 | 22.15 |
| Industrials | 5.09 | 15.2 |
| Basic Materials | 5.93 | 2.2 |
| Financial Services | 39.51 | 26.96 |
| Healthcare | 8.26 | 14.64 |
| Real Estate | 2.58 | 2.52 |
| Energy | 1.41 | - |
| Communication Services | 2.63 | 1.61 |
| Utilities | 2.42 | - |
| Consumer Defensive | 0.9 | - |
Top Comparisons
Tata Arbitrage Fund-Regular Plan-Growth
3Y Returns7.05%
HSBC Arbitrage Fund - Regular Growth
3Y Returns6.95%
UTI Medium Duration Fund - Regular Plan - Growth Option
3Y Returns6.88%
SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth
3Y Returns5.8%
UTI Arbitrage Fund - Regular Plan - Growth Option
3Y Returns7.21%
HSBC Arbitrage Fund - Regular Growth
3Y Returns6.95%
HDFC Income Plus Arbitrage Active FOF - Growth
3Y Returns11.53%
Nippon India Diversified Equity Flexicap Passive FoF - Regular Plan - Growth
3Y Returns14.12%
