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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) | ₹53626 Cr | ₹3666 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 | 2.06% | 2.24% |
| 6 Month | 15.73% | 20.76% |
| 1 Year | 2.76% | 3.16% |
| 3 Year | 16.94% | 23.61% |
| 5 Year | 19.46% | - |
SIP Return Analysis
| Scheme Name | Kotak Flexicap Fund - Growth | Invesco India Flexi Cap Fund - Growth |
|---|---|---|
| 6 Month | 3.34% | 6.07% |
| 1 Year | 13.43% | 16.76% |
| 3 Year | 16.19% | 23.16% |
| 5 Year | 15.69% | - |
Rolling Lumpsum Returns
| Scheme Name | Kotak Flexicap Fund - Growth | Invesco India Flexi Cap Fund - Growth |
|---|---|---|
| 1 Year | 12.26% | 22.86% |
| 3 Year | 15.22% | 23.67% |
| 5 Year | 15.42% | - |
Risk Management
| Scheme Name | Kotak Flexicap Fund - Growth | Invesco India Flexi Cap Fund - Growth |
|---|---|---|
| Standard Deviation | 12.26% | 13.97% |
| Sharp | 0.74% | 1.01% |
| Beta | 0.93% | 0.96% |
| Alpha | 0.96% | 6.63% |
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 | 5.79 | 13.88 |
| Large Cap | 67.92 | 41.4 |
| Small Cap | 4.31 | 15.64 |
| Mid Cap | 21.98 | 29.09 |
Sector Allocation
| Scheme Name |
Kotak Flexicap Fund - Growth |
Invesco India Flexi Cap Fund - Growth |
|---|---|---|
| Others | 4.33 | 4.01 |
| Communication Services | 3.03 | 1.77 |
| Energy | 5.69 | 0 |
| Technology | 7.19 | 8.5 |
| Consumer Cyclical | 10.72 | 23.78 |
| Healthcare | 3.18 | 14 |
| Industrials | 19.95 | 15.89 |
| Consumer Defensive | 2.58 | 0.94 |
| Basic Materials | 14.39 | 2.84 |
| Financial Services | 25.47 | 26.39 |
| Utilities | 3.47 | - |
| Real Estate | - | 1.88 |
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