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 | ₹4000 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 | 1.37% | 0.62% |
6 Month | 10.95% | 15.45% |
1 Year | 7.76% | 2.78% |
3 Year | 24.18% | 24.13% |
5 Year | 29.43% | - |
SIP Return Analysis
Scheme Name | HDFC Flexi Cap Fund - Growth Plan | Invesco India Flexi Cap Fund - Growth |
---|---|---|
6 Month | 3.84% | 3.09% |
1 Year | 17.28% | 16.37% |
3 Year | 21.09% | 21.83% |
5 Year | 22.21% | - |
Rolling Lumpsum Returns
Scheme Name | HDFC Flexi Cap Fund - Growth Plan | Invesco India Flexi Cap Fund - Growth |
---|---|---|
1 Year | 17.96% | 21.81% |
3 Year | 19.22% | 22.64% |
5 Year | 18.92% | - |
Risk Management
Scheme Name | HDFC Flexi Cap Fund - Growth Plan | Invesco India Flexi Cap Fund - Growth |
---|---|---|
Standard Deviation | 10.92% | 13.85% |
Sharp | 1.40% | 1.07% |
Beta | 0.80% | 0.96% |
Alpha | 7.74% | 5.84% |
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 | 11.38 | 13.88 |
Large Cap | 75.25 | 41.4 |
Mid Cap | 3.61 | 29.09 |
Small Cap | 9.76 | 15.64 |
Sector Allocation
Scheme Name |
HDFC Flexi Cap Fund - Growth Plan |
Invesco India Flexi Cap Fund - Growth |
---|---|---|
Others | 8.73 | 4.01 |
Communication Services | 2.73 | 1.77 |
Technology | 5.2 | 9.56 |
Consumer Cyclical | 18.24 | 23.78 |
Industrials | 5.19 | 14.84 |
Basic Materials | 5.81 | 2.84 |
Financial Services | 38.69 | 26.39 |
Real Estate | 2.65 | 1.88 |
Healthcare | 9.06 | 14 |
Energy | 1 | 0 |
Utilities | 2.02 | - |
Consumer Defensive | 0.68 | 0.94 |
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