- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
MF Portfolio OverlapCheck Common Stocks Before You Invest
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
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) | ₹56460 Cr | ₹4723 Cr |
| Min Investment | ₹100 | ₹100 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹100 |
| 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 | -1.64% | -5.7% |
| 6 Month | - | -7.75% |
| 1 Year | 12.68% | 5.18% |
| 3 Year | 16.01% | 19.5% |
| 5 Year | 14.7% | - |
SIP Return Analysis
| Scheme Name | Kotak Flexicap Fund - Growth | Invesco India Flexi Cap Fund - Growth |
|---|---|---|
| 6 Month | 0.77% | -4.56% |
| 1 Year | 10.83% | 1.46% |
| 3 Year | 13.53% | 13.83% |
| 5 Year | 14.21% | - |
Rolling Lumpsum Returns
| Scheme Name | Kotak Flexicap Fund - Growth | Invesco India Flexi Cap Fund - Growth |
|---|---|---|
| 1 Year | 11.84% | 18.86% |
| 3 Year | 15.52% | 22.27% |
| 5 Year | 15.57% | - |
Risk Management
| Scheme Name | Kotak Flexicap Fund - Growth | Invesco India Flexi Cap Fund - Growth |
|---|---|---|
| Standard Deviation | 12.26% | 15.1% |
| Sharp | 0.85% | 1.07% |
| Beta | 0.93% | 0.97% |
| Alpha | 0.41% | 4.22% |
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 | 6.26 | 16.52 |
| Large Cap | 67.42 | 41.61 |
| Mid Cap | 23.29 | 28.53 |
| Small Cap | 3.03 | 13.34 |
Sector Allocation
| Scheme Name |
Kotak Flexicap Fund - Growth |
Invesco India Flexi Cap Fund - Growth |
|---|---|---|
| Others | 2.54 | 1.46 |
| Communication Services | 3.21 | 1.61 |
| Energy | 6.27 | - |
| Technology | 6.95 | 9.13 |
| Consumer Cyclical | 11.77 | 23.16 |
| Basic Materials | 14.02 | 2.1 |
| Healthcare | 2.83 | 11.76 |
| Industrials | 18.47 | 14.31 |
| Consumer Defensive | 2.2 | - |
| Financial Services | 28.55 | 33.23 |
| Utilities | 3.19 | - |
| Real Estate | - | 3.24 |
Top Comparisons
Aditya Birla Sun Life Pharma and Healthcare Fund-Regular-Growth
3Y Returns20.52%
Quant Healthcare Fund Regular - Growth
3Y Returns0%
ICICI Prudential Regular Savings Fund - Plan - Growth
3Y Returns9.87%
DSP Regular Savings Fund- Regular Plan - Growth
3Y Returns9.65%
HSBC NIFTY 50 INDEX FUND - Regular Growth
3Y Returns12.68%
HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth
3Y Returns16.96%
ICICI Prudential Value Fund - Growth
3Y Returns19.96%
HSBC Value Fund - Regular Growth
3Y Returns22.04%
