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) | ₹4000 Cr | ₹5049 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 | 0.1% | 0.28% |
6 Month | 13.85% | 11.69% |
1 Year | 3.93% | 0.58% |
3 Year | 23.89% | 21.04% |
5 Year | - | 21.19% |
SIP Return Analysis
Scheme Name | Invesco India Flexi Cap Fund - Growth | HSBC Flexi Cap Fund - Regular Growth |
---|---|---|
6 Month | 3.38% | 2.44% |
1 Year | 17.25% | 13.14% |
3 Year | 22.32% | 18.08% |
5 Year | - | 17.47% |
Rolling Lumpsum Returns
Scheme Name | Invesco India Flexi Cap Fund - Growth | HSBC Flexi Cap Fund - Regular Growth |
---|---|---|
1 Year | 21.81% | 14.77% |
3 Year | 22.64% | 13.32% |
5 Year | - | 14.1% |
Risk Management
Scheme Name | Invesco India Flexi Cap Fund - Growth | HSBC Flexi Cap Fund - Regular Growth |
---|---|---|
Standard Deviation | 13.85% | 13.97% |
Sharp | 1.07% | 0.91% |
Beta | 0.96% | 1.01% |
Alpha | 5.84% | 3.32% |
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 | 12.89 | 7.02 |
Large Cap | 40.08 | 52.87 |
Mid Cap | 29.06 | 18.31 |
Small Cap | 17.96 | 21.8 |
Sector Allocation
Scheme Name |
Invesco India Flexi Cap Fund - Growth |
HSBC Flexi Cap Fund - Regular Growth |
---|---|---|
Others | 3.43 | 1.85 |
Communication Services | 1.58 | 3.12 |
Consumer Cyclical | 23.44 | 14.28 |
Industrials | 15.46 | 13.04 |
Healthcare | 15.51 | 4.94 |
Real Estate | 2.02 | 1.87 |
Financial Services | 25.88 | 26.17 |
Technology | 10.17 | 14.06 |
Basic Materials | 2.51 | 8.66 |
Consumer Defensive | 0 | 5.83 |
Energy | - | 4.08 |
Utilities | - | 2.09 |
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