Invesco India Flexi Cap Fund vs HSBC Flexi Cap Fund compare
Invesco India Flexi Cap Fund - Growth
HSBC Flexi Cap Fund - Regular Growth
Chart Comparison
Overview
Scheme Name | Invesco India Flexi Cap Fund - Growth | HSBC Flexi Cap Fund - Regular Growth |
---|---|---|
Fund | Invesco India Flexi Cap Fund - Growth | HSBC Flexi Cap Fund - Regular Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹2987 Cr | ₹4940 Cr |
Min Investment | ₹1000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 11 Feb 2022 | 24 Feb 2004 |
Category | Flexi Cap | Flexi Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | BSE 500 | NIFTY 500 TRI |
Turn Over | 97% | 27% |
Expense Ratio | 1.96 | 1.93 |
Manager | Amit Ganatra | Venugopal Manghat |
ISIN Code | INF205KA1460 | INF336L01AF5 |
Exits Load | 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 | HSBC Flexi Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Invesco India Flexi Cap Fund - Growth | HSBC Flexi Cap Fund - Regular Growth |
---|---|---|
1 Month | 6.17% | 4.6% |
6 Month | 1.74% | 1.62% |
1 Year | 11.58% | 6.41% |
3 Year | 27.87% | 24.85% |
5 Year | - | 23.99% |
SIP Return Analysis
Scheme Name | Invesco India Flexi Cap Fund - Growth | HSBC Flexi Cap Fund - Regular Growth |
---|---|---|
6 Month | 14.29% | 12.47% |
1 Year | 18.48% | 13.13% |
3 Year | 26.61% | 22.41% |
5 Year | - | 20.15% |
Rolling Lumpsum Returns
Scheme Name | Invesco India Flexi Cap Fund - Growth | HSBC Flexi Cap Fund - Regular Growth |
---|---|---|
1 Year | 25.45% | 15.33% |
3 Year | 18.34% | 13.05% |
5 Year | - | 13.9% |
Risk Management
Scheme Name | Invesco India Flexi Cap Fund - Growth | HSBC Flexi Cap Fund - Regular Growth |
---|---|---|
Standard Deviation | 14.81% | 15.36% |
Sharp | 1.10% | 0.89% |
Beta | 0.94% | 1.01% |
Alpha | 5.54% | 2.23% |
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Fund Managers
Scheme Name | Invesco India Flexi Cap Fund - Growth | HSBC Flexi Cap Fund - Regular Growth |
---|---|---|
Name | Amit Ganatra | Venugopal Manghat |
Total AUM | ₹23585 Cr | ₹41442 Cr |
Funds Managed | 5 | 7 |
Invesco India Flexi Cap Fund - Growth | HSBC Flexi Cap Fund - Regular Growth |
Market Cap
Scheme Name |
Invesco India Flexi Cap Fund - Growth |
HSBC Flexi Cap Fund - Regular Growth |
---|---|---|
Others | 4.45 | 3.71 |
Large Cap | 47.35 | 51.36 |
Small Cap | 23.55 | 22.72 |
Mid Cap | 24.65 | 22.21 |
Sector Allocation
Scheme Name |
Invesco India Flexi Cap Fund - Growth |
HSBC Flexi Cap Fund - Regular Growth |
---|---|---|
Others | 2.52 | 2.43 |
Communication Services | 2.94 | 2.85 |
Energy | 3.33 | 4.88 |
Technology | 10.43 | 13.99 |
Financial Services | 24.35 | 25.6 |
Consumer Cyclical | 20.14 | 12.05 |
Industrials | 14.45 | 14.36 |
Healthcare | 10.36 | 6.32 |
Real Estate | 3.23 | 2.05 |
Basic Materials | 4.79 | 8.29 |
Utilities | 1.51 | 2.24 |
Consumer Defensive | 1.95 | 4.92 |
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