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)	₹52533 Cr	₹2987 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	4.41%	5.3%
6 Month	9.59%	2.01%
1 Year	7.08%	11.7%
3 Year	22.67%	28.08%
5 Year	21.9%	-

Scheme Name	Kotak Flexicap Fund - Growth	Invesco India Flexi Cap Fund - Growth
6 Month	12.5%	14.29%
1 Year	18.86%	18.48%
3 Year	20.53%	26.61%
5 Year	18.58%	-

Scheme Name	Kotak Flexicap Fund - Growth	Invesco India Flexi Cap Fund - Growth
1 Year	12.51%	25.45%
3 Year	15.11%	18.34%
5 Year	15.35%	-

Scheme Name	Kotak Flexicap Fund - Growth	Invesco India Flexi Cap Fund - Growth
Standard Deviation	12.26%	14.81%
Sharp	0.9%	1.10%
Beta	0.93%	0.94%
Alpha	0.93%	5.54%

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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	1.95	4.45
Large Cap	70.01	47.35
Small Cap	4.39	23.55
Mid Cap	23.65	24.65

Scheme Name	Kotak Flexicap Fund - Growth	Invesco India Flexi Cap Fund - Growth
Others	1.95	2.52
Telecom - Services	3.16	-
Petroleum Products	4.74	-
IT - Software	8.1	-
Retailing	2.6	-
Pharmaceuticals & Biotechnology	3.32	-
Construction	4.43	-
Diversified FMCG	1.2	-
Non - Ferrous Metals	0.74	-
Banks	23.72	-
Cement & Cement Products	6.23	-
Chemicals & Petrochemicals	6.91	-
Personal Products	0.62	-
Transport Services	3.42	-
Capital Markets	1.7	-
Gas	2.88	-
Electrical Equipment	1.46	-
Automobiles	3.29	-
Fertilizers & Agrochemicals	0.74	-
Insurance	0.69	-
Industrial Products	0.67	-
Aerospace & Defense	6.1	-
Agricultural, Commercial & Construction Vehicles	0.59	-
Auto Components	3.79	-
Beverages	0.88	-
Finance	0.23	-
Power	2.49	-
Ferrous Metals	3.35	-
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