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Invesco India Flexi Cap Fund vs Kotak Flexicap Fund compare

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tortoise-icon Kotak Flexicap Fund - Growth

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tortoise-icon Invesco India Flexi Cap Fund - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹49112 Cr ₹2472 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 1.48 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 6.37% 6.05%
6 Month 6.98% 1.5%
1 Year 10.42% 13.8%
3 Year 20.62% 25.74%
5 Year 24.5% -

SIP Return Analysis

Scheme Name Kotak Flexicap Fund - Growth Invesco India Flexi Cap Fund - Growth
6 Month 8.36% 6.19%
1 Year 10.25% 7.03%
3 Year 18.8% 24.15%
5 Year 17.6% -

Rolling Lumpsum Returns

Scheme Name Kotak Flexicap Fund - Growth Invesco India Flexi Cap Fund - Growth
1 Year 12.91% 34.52%
3 Year 15.14% -
5 Year 15.31% -

Risk Management

Scheme Name Kotak Flexicap Fund - Growth Invesco India Flexi Cap Fund - Growth
Standard Deviation 12.26% -
Sharp 0.7% -
Beta 0.92% -
Alpha 0.98% -

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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 2.41 4.45
Large Cap 69.35 47.35
Small Cap 4.68 23.55
Mid Cap 23.57 24.65

Sector Allocation

Scheme Name

Kotak Flexicap Fund - Growth

Invesco India Flexi Cap Fund - Growth

Others 2.41 2.52
Telecom - Services 3.03 -
Petroleum Products 4.46 -
IT - Software 8.59 -
Retailing 2.38 -
Pharmaceuticals & Biotechnology 3.32 -
Construction 4.89 -
Diversified FMCG 1.2 -
Non - Ferrous Metals 0.83 -
Banks 23.16 -
Cement & Cement Products 6.37 -
Chemicals & Petrochemicals 6.69 -
Personal Products 0.59 -
Transport Services 3.62 -
Capital Markets 1.59 -
Gas 2.88 -
Electrical Equipment 1.67 -
Automobiles 3.24 -
Fertilizers & Agrochemicals 0.82 -
Insurance 0.63 -
Industrial Products 0.73 -
Aerospace & Defense 6.36 -
Agricultural, Commercial & Construction Vehicles 0.62 -
Auto Components 3.78 -
Beverages 0.84 -
Finance 0.26 -
Ferrous Metals 3.53 -
Power 1.52 -
Communication Services - 2.94
Energy - 3.33
Technology - 10.43
Financial Services - 24.35
Consumer Cyclical - 20.14
Industrials - 14.45
Healthcare - 10.36
Real Estate - 3.23
Basic Materials - 4.79
Utilities - 1.51
Consumer Defensive - 1.95

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