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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) | ₹54083 Cr | ₹4000 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 | 3.59% | 1.58% |
| 6 Month | 8.6% | 10.52% |
| 1 Year | 8.8% | 5.78% |
| 3 Year | 16.52% | 21.79% |
| 5 Year | 19.53% | - |
SIP Return Analysis
| Scheme Name | Kotak Flexicap Fund - Growth | Invesco India Flexi Cap Fund - Growth |
|---|---|---|
| 6 Month | 0.22% | 0.45% |
| 1 Year | 10.39% | 9.99% |
| 3 Year | 14.14% | 19.4% |
| 5 Year | 14.49% | - |
Rolling Lumpsum Returns
| Scheme Name | Kotak Flexicap Fund - Growth | Invesco India Flexi Cap Fund - Growth |
|---|---|---|
| 1 Year | 12.03% | 21.81% |
| 3 Year | 15.32% | 22.64% |
| 5 Year | 15.49% | - |
Risk Management
| Scheme Name | Kotak Flexicap Fund - Growth | Invesco India Flexi Cap Fund - Growth |
|---|---|---|
| Standard Deviation | 12.26% | 13.79% |
| Sharp | 0.87% | 1.04% |
| Beta | 0.93% | 0.95% |
| Alpha | 1.21% | 5.31% |
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 | 5.01 | 12.89 |
| Large Cap | 67.6 | 40.08 |
| Mid Cap | 23.39 | 29.06 |
| Small Cap | 3.99 | 17.96 |
Sector Allocation
| Scheme Name |
Kotak Flexicap Fund - Growth |
Invesco India Flexi Cap Fund - Growth |
|---|---|---|
| Others | 2.96 | 3.43 |
| Communication Services | 2.98 | 1.58 |
| Energy | 5.89 | - |
| Technology | 6.83 | 10.17 |
| Consumer Cyclical | 12.02 | 23.44 |
| Basic Materials | 14.66 | 2.51 |
| Healthcare | 3.09 | 15.51 |
| Industrials | 19.61 | 15.46 |
| Consumer Defensive | 2.25 | 0 |
| Financial Services | 26.21 | 25.88 |
| Utilities | 3.51 | - |
| Real Estate | - | 2.02 |
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