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) | ₹3426 Cr | ₹5075 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 | 0.21% | -1.02% |
6 Month | 18.99% | 15.35% |
1 Year | 7.27% | 1.73% |
3 Year | 22.28% | 18.51% |
5 Year | - | 21.51% |
SIP Return Analysis
Scheme Name | Invesco India Flexi Cap Fund - Growth | HSBC Flexi Cap Fund - Regular Growth |
---|---|---|
6 Month | 6.98% | 4.56% |
1 Year | 11.36% | 5.28% |
3 Year | 22.64% | 17.89% |
5 Year | - | 17.39% |
Rolling Lumpsum Returns
Scheme Name | Invesco India Flexi Cap Fund - Growth | HSBC Flexi Cap Fund - Regular Growth |
---|---|---|
1 Year | 22.86% | 15.03% |
3 Year | 23.67% | 13.18% |
5 Year | - | 14.01% |
Risk Management
Scheme Name | Invesco India Flexi Cap Fund - Growth | HSBC Flexi Cap Fund - Regular Growth |
---|---|---|
Standard Deviation | 13.87% | 14.07% |
Sharp | 1.14% | 0.93% |
Beta | 0.94% | 0.99% |
Alpha | 6.30% | 3.15% |
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 | 11.51 | 6.24 |
Large Cap | 41.98 | 52.36 |
Mid Cap | 30.06 | 19.13 |
Small Cap | 16.45 | 22.27 |
Sector Allocation
Scheme Name |
Invesco India Flexi Cap Fund - Growth |
HSBC Flexi Cap Fund - Regular Growth |
---|---|---|
Others | 2.98 | 1.51 |
Communication Services | 2.33 | 3.19 |
Energy | 2.63 | 4.37 |
Consumer Cyclical | 20.79 | 13.9 |
Industrials | 15.26 | 14.51 |
Healthcare | 13.16 | 4.83 |
Real Estate | 2.14 | 2.12 |
Financial Services | 27.85 | 27.84 |
Technology | 8.72 | 11.87 |
Basic Materials | 3.06 | 8.39 |
Consumer Defensive | 1.08 | 5.05 |
Utilities | - | 2.43 |
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