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Invesco India Flexi Cap Fund vs Kotak Flexicap Fund compare
Kotak Flexicap Fund - Growth
Invesco India Flexi Cap Fund - Growth
Chart Comparison
Overview
| Scheme Name | Kotak Flexicap Fund - Growth | Invesco India Flexi Cap Fund - Growth |
|---|---|---|
| Fund | Kotak Flexicap Fund - Growth | Invesco India Flexi Cap Fund - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹56885 Cr | ₹4679 Cr |
| Min Investment | ₹100 | ₹1000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 11 Sep 2009 | 11 Feb 2022 |
| Category | Flexi Cap | Flexi Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | BSE 500 |
| Turn Over | 16.04% | 97% |
| Expense Ratio | 1.46 | 1.96 |
| Manager | Harsha Upadhyaya | Amit Ganatra |
| ISIN Code | INF174K01336 | INF205KA1460 |
| Exits Load | Kotak Flexi Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | 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 |
Trailing Lumpsum Returns
| Scheme Name | Kotak Flexicap Fund - Growth | Invesco India Flexi Cap Fund - Growth |
|---|---|---|
| 1 Month | -1.53% | -1.83% |
| 6 Month | 1.11% | 0.48% |
| 1 Year | 2.99% | -3.69% |
| 3 Year | 15.83% | 20.79% |
| 5 Year | 15.81% | - |
SIP Return Analysis
| Scheme Name | Kotak Flexicap Fund - Growth | Invesco India Flexi Cap Fund - Growth |
|---|---|---|
| 6 Month | 1.3% | -1.07% |
| 1 Year | 14.43% | 10.8% |
| 3 Year | 14.69% | 17.87% |
| 5 Year | 14.71% | - |
Rolling Lumpsum Returns
| Scheme Name | Kotak Flexicap Fund - Growth | Invesco India Flexi Cap Fund - Growth |
|---|---|---|
| 1 Year | 11.92% | 21.81% |
| 3 Year | 15.45% | 22.64% |
| 5 Year | 15.55% | - |
Risk Management
| Scheme Name | Kotak Flexicap Fund - Growth | Invesco India Flexi Cap Fund - Growth |
|---|---|---|
| Standard Deviation | 12.26% | 13.81% |
| Sharp | 0.81% | 1.01% |
| Beta | 0.92% | 0.96% |
| Alpha | 0.98% | 5.59% |
Fund Managers
| Scheme Name | Kotak Flexicap Fund - Growth | Invesco India Flexi Cap Fund - Growth |
|---|---|---|
| Name | Harsha Upadhyaya | Amit Ganatra |
| Total AUM | ₹139411 Cr | ₹23585 Cr |
| Funds Managed | 11 | 5 |
| Kotak Flexicap Fund - Growth | Invesco India Flexi Cap Fund - Growth |
Market Cap
| Scheme Name |
Kotak Flexicap Fund - Growth |
Invesco India Flexi Cap Fund - Growth |
|---|---|---|
| Others | 4.93 | 13.96 |
| Large Cap | 68.36 | 38.5 |
| Mid Cap | 23.52 | 29.52 |
| Small Cap | 3.19 | 18.02 |
Sector Allocation
| Scheme Name |
Kotak Flexicap Fund - Growth |
Invesco India Flexi Cap Fund - Growth |
|---|---|---|
| Others | 2.06 | 4.7 |
| Communication Services | 3.15 | 1.61 |
| Energy | 6.06 | - |
| Technology | 6.78 | 10.03 |
| Consumer Cyclical | 11.96 | 22.15 |
| Basic Materials | 14.52 | 2.2 |
| Healthcare | 2.96 | 14.64 |
| Industrials | 19.71 | 15.2 |
| Consumer Defensive | 2.31 | - |
| Financial Services | 27.03 | 26.96 |
| Utilities | 3.45 | - |
| Real Estate | - | 2.52 |
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