Invesco India Flexi Cap Fund vs HDFC Flexi Cap Fund compare

Invesco India Flexi Cap Fund vs HDFC Flexi Cap Fund compare

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HDFC Flexi Cap Fund - Growth Plan

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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)	₹85560 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	0.69%	-0.89%
6 Month	7.4%	8.94%
1 Year	7.58%	2.59%
3 Year	21.59%	21.37%
5 Year	27.63%	-

SIP Return Analysis

Scheme Name	HDFC Flexi Cap Fund - Growth Plan	Invesco India Flexi Cap Fund - Growth
6 Month	4.68%	2.26%
1 Year	18.09%	13.54%
3 Year	20.91%	20.61%
5 Year	21.98%	-

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	10.59%	13.79%
Sharp	1.34%	1.04%
Beta	0.78%	0.95%
Alpha	6.79%	5.31%

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	12.06	12.89
Large Cap	74.74	40.08
Small Cap	9.87	17.96
Mid Cap	3.33	29.06

Sector Allocation

Scheme Name	HDFC Flexi Cap Fund - Growth Plan	Invesco India Flexi Cap Fund - Growth
Others	9.24	3.43
Technology	4.98	10.17
Consumer Cyclical	17.25	23.44
Industrials	5.21	15.46
Basic Materials	5.99	2.51
Financial Services	39	25.88
Healthcare	8.73	15.51
Real Estate	2.82	2.02
Energy	1.28	-
Communication Services	2.6	1.58
Utilities	2.23	-
Consumer Defensive	0.67	0

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