Invesco India Flexi Cap Fund vs Kotak Flexicap Fund compare

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Kotak Flexicap Fund - Growth

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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)	₹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

Scheme Name	Kotak Flexicap Fund - Growth	Invesco India Flexi Cap Fund - Growth
1 Month	0.83%	-1.15%
6 Month	1.33%	-0.99%
1 Year	8.93%	-1.3%
3 Year	16.74%	21.55%
5 Year	15.96%	-

Scheme Name	Kotak Flexicap Fund - Growth	Invesco India Flexi Cap Fund - Growth
6 Month	3.08%	-0.45%
1 Year	15.76%	9.71%
3 Year	14.95%	16.9%
5 Year	14.94%	-

Scheme Name	Kotak Flexicap Fund - Growth	Invesco India Flexi Cap Fund - Growth
1 Year	11.84%	21.81%
3 Year	15.48%	22.64%
5 Year	15.58%	-

Scheme Name	Kotak Flexicap Fund - Growth	Invesco India Flexi Cap Fund - Growth
Standard Deviation	12.26%	15.1%
Sharp	0.81%	1.07%
Beta	0.92%	0.96%
Alpha	0.98%	5.17%

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

Scheme Name	Kotak Flexicap Fund - Growth	Invesco India Flexi Cap Fund - Growth
Others	2.32	3.32
Large Cap	73.63	44.36
Mid Cap	19.81	33.92
Small Cap	4.19	18.4

Scheme Name	Kotak Flexicap Fund - Growth	Invesco India Flexi Cap Fund - Growth
Others	2.32	2.93
Telecom - Services	3.18	1.53
Petroleum Products	4.81	-
IT - Software	6.87	7.19
Retailing	3.64	10.02
Cement & Cement Products	5.83	1.57
Pharmaceuticals & Biotechnology	2.88	6.06
Construction	4.33	3.66
Diversified FMCG	1.13	-
Non - Ferrous Metals	1.07	-
Banks	22.94	10.99
Chemicals & Petrochemicals	6.08	-
Capital Markets	2.67	6.85
Personal Products	0.5	-
Transport Services	2.88	3.97
Gas	2.32	-
Electrical Equipment	1.13	1.27
Automobiles	4.41	6.83
Fertilizers & Agrochemicals	0.63	-
Insurance	0.81	-
Industrial Products	0.73	2.84
Agricultural, Commercial & Construction Vehicles	0.61	-
Aerospace & Defense	5.79	2.4
Finance	2.27	8.46
Auto Components	3.88	0.93
Beverages	0.62	-
Power	2.13	-
Ferrous Metals	3.49	-
Healthcare Services	-	8.49
Realty	-	2.85
Consumer Durables	-	5.32
Transport Infrastructure	-	0.39
Commercial Services & Supplies	-	0.59
Financial Technology (Fintech)	-	2.44
Leisure Services	-	1
Industrial Manufacturing	-	1.42