Invesco India Flexi Cap Fund vs Kotak Flexicap Fund compare

Link copied to clipboard!

Kotak Flexicap Fund - Growth

Invest Now

Invesco India Flexi Cap Fund - Growth

Invest Now

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)	₹56040 Cr	₹4380 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	0.71%	-0.57%
6 Month	3.23%	2.63%
1 Year	4.85%	-0.68%
3 Year	15.63%	20.59%
5 Year	16.53%	-

Scheme Name	Kotak Flexicap Fund - Growth	Invesco India Flexi Cap Fund - Growth
6 Month	3.09%	1.62%
1 Year	17.02%	14.89%
3 Year	16.02%	20.05%
5 Year	15.65%	-

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%	-

Scheme Name	Kotak Flexicap Fund - Growth	Invesco India Flexi Cap Fund - Growth
Standard Deviation	12.26%	13.79%
Sharp	0.84%	1.04%
Beta	0.92%	0.95%
Alpha	0.64%	5.31%

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	2.08	13.96
Large Cap	74.29	38.5
Mid Cap	19.04	29.52
Small Cap	4.59	18.02

Scheme Name	Kotak Flexicap Fund - Growth	Invesco India Flexi Cap Fund - Growth
Others	2.08	4.7
Telecom - Services	3.15	-
Petroleum Products	4.75	-
IT - Software	6.77	-
Retailing	3.85	-
Cement & Cement Products	6.13	-
Pharmaceuticals & Biotechnology	2.97	-
Construction	4.47	-
Diversified FMCG	1.14	-
Non - Ferrous Metals	1.13	-
Banks	22.62	-
Chemicals & Petrochemicals	6.35	-
Personal Products	0.5	-
Transport Services	3.26	-
Capital Markets	1.66	-
Gas	2.49	-
Electrical Equipment	1.26	-
Automobiles	4.29	-
Fertilizers & Agrochemicals	0.57	-
Insurance	0.75	-
Industrial Products	0.62	-
Agricultural, Commercial & Construction Vehicles	0.75	-
Aerospace & Defense	6.08	-
Finance	2	-
Auto Components	3.82	-
Beverages	0.67	-
Power	2.25	-
Ferrous Metals	3.62	-
Communication Services	-	1.61
Consumer Cyclical	-	22.15
Industrials	-	15.2
Healthcare	-	14.64
Real Estate	-	2.52
Financial Services	-	26.96
Technology	-	10.03
Basic Materials	-	2.2