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) | ₹4380 Cr | ₹5267 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 | -0.57% | -1.96% |
| 6 Month | 2.63% | 2.1% |
| 1 Year | -0.68% | -2.26% |
| 3 Year | 20.59% | 18.21% |
| 5 Year | - | 17.98% |
SIP Return Analysis
| Scheme Name | Invesco India Flexi Cap Fund - Growth | HSBC Flexi Cap Fund - Regular Growth |
|---|---|---|
| 6 Month | 0.25% | 0.58% |
| 1 Year | 11.6% | 10.9% |
| 3 Year | 18.51% | 15.31% |
| 5 Year | - | 15.82% |
Rolling Lumpsum Returns
| Scheme Name | Invesco India Flexi Cap Fund - Growth | HSBC Flexi Cap Fund - Regular Growth |
|---|---|---|
| 1 Year | 21.81% | 14.58% |
| 3 Year | 22.64% | 13.55% |
| 5 Year | - | 14.16% |
Risk Management
| Scheme Name | Invesco India Flexi Cap Fund - Growth | HSBC Flexi Cap Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 13.79% | 13.99% |
| Sharp | 1.04% | 0.92% |
| Beta | 0.95% | 1.01% |
| Alpha | 5.31% | 3.40% |
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 | 13.96 | 8.23 |
| Large Cap | 38.5 | 50.63 |
| Mid Cap | 29.52 | 17.83 |
| Small Cap | 18.02 | 23.31 |
Sector Allocation
| Scheme Name |
Invesco India Flexi Cap Fund - Growth |
HSBC Flexi Cap Fund - Regular Growth |
|---|---|---|
| Others | 4.7 | 1.09 |
| Communication Services | 1.61 | 3.23 |
| Consumer Cyclical | 22.15 | 11.43 |
| Industrials | 15.2 | 15.13 |
| Healthcare | 14.64 | 4.81 |
| Real Estate | 2.52 | 1.72 |
| Financial Services | 26.96 | 28.01 |
| Technology | 10.03 | 14.24 |
| Basic Materials | 2.2 | 7.24 |
| Energy | - | 3.78 |
| Consumer Defensive | - | 6.03 |
| Utilities | - | 3.3 |
Top Comparisons
Bandhan Floater Fund Regular - Growth
3Y Returns7.53%
Tata Floating Rate Fund-Regular Plan-Growth
3Y Returns7.46%
Bandhan Gilt Fund - Regular Plan - Growth
3Y Returns7.1%
Tata Gilt Securities Fund -Regular Plan- Growth Option
3Y Returns6.63%
ICICI Prudential Manufacturing Fund - Growth Option
3Y Returns23.57%
Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth
3Y Returns17.76%
Aditya Birla Sun Life Low Duration Fund - Growth Plan
3Y Returns7%
UTI Low Duration Fund - Regular Plan - Growth Option
3Y Returns7.49%