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) | ₹4679 Cr | ₹5248 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 | -2.3% | -2.46% |
| 6 Month | 0.75% | 0.59% |
| 1 Year | -3.36% | -3.11% |
| 3 Year | 20.56% | 18.45% |
| 5 Year | - | 16.95% |
SIP Return Analysis
| Scheme Name | Invesco India Flexi Cap Fund - Growth | HSBC Flexi Cap Fund - Regular Growth |
|---|---|---|
| 6 Month | -1.07% | -0.09% |
| 1 Year | 10.8% | 10.85% |
| 3 Year | 17.87% | 15.08% |
| 5 Year | - | 15.62% |
Rolling Lumpsum Returns
| Scheme Name | Invesco India Flexi Cap Fund - Growth | HSBC Flexi Cap Fund - Regular Growth |
|---|---|---|
| 1 Year | 21.81% | 14.52% |
| 3 Year | 22.64% | 13.58% |
| 5 Year | - | 14.18% |
Risk Management
| Scheme Name | Invesco India Flexi Cap Fund - Growth | HSBC Flexi Cap Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 13.81% | 14.04% |
| Sharp | 1.01% | 0.85% |
| Beta | 0.96% | 1.02% |
| Alpha | 5.59% | 3.20% |
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 | 13.89 | 10.26 |
| Large Cap | 37.48 | 50.11 |
| Mid Cap | 31.51 | 17.46 |
| Small Cap | 17.12 | 22.17 |
Sector Allocation
| Scheme Name |
Invesco India Flexi Cap Fund - Growth |
HSBC Flexi Cap Fund - Regular Growth |
|---|---|---|
| Others | 2.95 | 2.05 |
| Communication Services | 1.53 | 2.92 |
| Consumer Cyclical | 21.81 | 12.01 |
| Industrials | 16.07 | 14.5 |
| Healthcare | 14.54 | 4.77 |
| Real Estate | 2.85 | 1.59 |
| Financial Services | 28.74 | 28.71 |
| Technology | 9.3 | 14.08 |
| Basic Materials | 2.21 | 6.52 |
| Energy | - | 3.94 |
| Consumer Defensive | - | 5.95 |
| Utilities | - | 2.96 |
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