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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 | -1.24% | -2.84% |
| 6 Month | 0.41% | -1.57% |
| 1 Year | 8.11% | -0.37% |
| 3 Year | 16.74% | 21.57% |
| 5 Year | 16.06% | - |
SIP Return Analysis
| Scheme Name | Kotak Flexicap Fund - Growth | Invesco India Flexi Cap Fund - Growth |
|---|---|---|
| 6 Month | 0.22% | -2.57% |
| 1 Year | 10.54% | 6.65% |
| 3 Year | 14.18% | 17.09% |
| 5 Year | 14.67% | - |
Rolling Lumpsum Returns
| Scheme Name | Kotak Flexicap Fund - Growth | Invesco India Flexi Cap Fund - Growth |
|---|---|---|
| 1 Year | 11.89% | 21.81% |
| 3 Year | 15.46% | 22.64% |
| 5 Year | 15.56% | - |
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 | 6.04 | 13.89 |
| Large Cap | 67.83 | 37.48 |
| Mid Cap | 23.15 | 31.51 |
| Small Cap | 2.98 | 17.12 |
Sector Allocation
| Scheme Name |
Kotak Flexicap Fund - Growth |
Invesco India Flexi Cap Fund - Growth |
|---|---|---|
| Others | 2.34 | 2.95 |
| Communication Services | 3.18 | 1.53 |
| Energy | 6.05 | - |
| Technology | 6.88 | 9.3 |
| Consumer Cyclical | 11.92 | 21.81 |
| Basic Materials | 13.88 | 2.21 |
| Healthcare | 2.88 | 14.54 |
| Industrials | 18.75 | 16.07 |
| Consumer Defensive | 2.25 | - |
| Financial Services | 28.68 | 28.74 |
| Utilities | 3.2 | - |
| Real Estate | - | 2.85 |
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