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)	₹49112 Cr	₹2472 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	1.48	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	6.37%	6.05%
6 Month	6.98%	1.5%
1 Year	10.42%	13.8%
3 Year	20.62%	25.74%
5 Year	24.5%	-

Scheme Name	Kotak Flexicap Fund - Growth	Invesco India Flexi Cap Fund - Growth
6 Month	8.36%	6.19%
1 Year	10.25%	7.03%
3 Year	18.8%	24.15%
5 Year	17.6%	-

Scheme Name	Kotak Flexicap Fund - Growth	Invesco India Flexi Cap Fund - Growth
1 Year	12.91%	34.52%
3 Year	15.14%	-
5 Year	15.31%	-

Scheme Name	Kotak Flexicap Fund - Growth	Invesco India Flexi Cap Fund - Growth
Standard Deviation	12.26%	-
Sharp	0.7%	-
Beta	0.92%	-
Alpha	0.98%	-

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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	2.41	4.45
Large Cap	69.35	47.35
Small Cap	4.68	23.55
Mid Cap	23.57	24.65

Scheme Name	Kotak Flexicap Fund - Growth	Invesco India Flexi Cap Fund - Growth
Others	2.41	2.52
Telecom - Services	3.03	-
Petroleum Products	4.46	-
IT - Software	8.59	-
Retailing	2.38	-
Pharmaceuticals & Biotechnology	3.32	-
Construction	4.89	-
Diversified FMCG	1.2	-
Non - Ferrous Metals	0.83	-
Banks	23.16	-
Cement & Cement Products	6.37	-
Chemicals & Petrochemicals	6.69	-
Personal Products	0.59	-
Transport Services	3.62	-
Capital Markets	1.59	-
Gas	2.88	-
Electrical Equipment	1.67	-
Automobiles	3.24	-
Fertilizers & Agrochemicals	0.82	-
Insurance	0.63	-
Industrial Products	0.73	-
Aerospace & Defense	6.36	-
Agricultural, Commercial & Construction Vehicles	0.62	-
Auto Components	3.78	-
Beverages	0.84	-
Finance	0.26	-
Ferrous Metals	3.53	-
Power	1.52	-
Communication Services	-	2.94
Energy	-	3.33
Technology	-	10.43
Financial Services	-	24.35
Consumer Cyclical	-	20.14
Industrials	-	14.45
Healthcare	-	10.36
Real Estate	-	3.23
Basic Materials	-	4.79
Utilities	-	1.51
Consumer Defensive	-	1.95