Invesco India Flexi Cap Fund vs LIC MF Flexi Cap Fund compare
Invesco India Flexi Cap Fund - Growth
LIC MF Flexi Cap Fund-Growth
LIC MF Flexi Cap Fund-Regular Plan-Growth
Chart Comparison
Overview
| Scheme Name | Invesco India Flexi Cap Fund - Growth | LIC MF Flexi Cap Fund-Growth | LIC MF Flexi Cap Fund-Regular Plan-Growth |
|---|---|---|---|
| Fund | Invesco India Flexi Cap Fund - Growth | LIC MF Flexi Cap Fund-Growth | LIC MF Flexi Cap Fund-Regular Plan-Growth |
| Investment Plan | Growth | Growth | Growth |
| Level of Risk | Very High | Very High | Very High |
| Asset Size (Cr) | ₹4380 Cr | ₹1075 Cr | ₹1075 Cr |
| Min Investment | ₹1000 | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹200 | ₹200 |
| Min Addl Investment | ₹1000 | ₹500 | ₹500 |
| Launch Date | 11 Feb 2022 | 13 Jan 1993 | 13 Jan 1993 |
| Category | Flexi Cap | Flexi Cap | Flexi Cap |
| Fund Type | Open Ended | Open Ended | Open Ended |
| Benchmark | BSE 500 | NIFTY 500 TRI | NIFTY 500 TRI |
| Turn Over | 97% | % | 109% |
| Expense Ratio | 1.96 | 2.31 | 2.31 |
| Manager | Amit Ganatra | Jaiprakash Toshniwal | Jaiprakash Toshniwal |
| ISIN Code | INF205KA1460 | INF767K01071 | INF767K01071 |
| Exits Load | 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 | LIC MF Flexi Cap Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 | LIC MF Flexi Cap Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Invesco India Flexi Cap Fund - Growth | LIC MF Flexi Cap Fund-Growth | LIC MF Flexi Cap Fund-Regular Plan-Growth |
|---|---|---|---|
| 1 Month | -1.04% | -2.61% | -2.61% |
| 6 Month | 2.16% | 6.67% | 6.67% |
| 1 Year | -2.02% | -2.23% | -2.23% |
| 3 Year | 20.63% | 14.57% | 14.57% |
| 5 Year | - | 13.27% | 13.27% |
SIP Return Analysis
| Scheme Name | Invesco India Flexi Cap Fund - Growth | LIC MF Flexi Cap Fund-Growth | LIC MF Flexi Cap Fund-Regular Plan-Growth |
|---|---|---|---|
| 6 Month | 0.25% | 2.88% | 2.88% |
| 1 Year | 11.6% | 17.27% | 17.27% |
| 3 Year | 18.51% | 12.7% | 12.7% |
| 5 Year | - | 12.79% | 12.79% |
Rolling Lumpsum Returns
| Scheme Name | Invesco India Flexi Cap Fund - Growth | LIC MF Flexi Cap Fund-Growth | LIC MF Flexi Cap Fund-Regular Plan-Growth |
|---|---|---|---|
| 1 Year | 21.81% | 10.81% | 10.81% |
| 3 Year | 22.64% | 11.6% | 11.6% |
| 5 Year | - | 10.8% | 10.8% |
Risk Management
| Scheme Name | Invesco India Flexi Cap Fund - Growth | LIC MF Flexi Cap Fund-Growth | LIC MF Flexi Cap Fund-Regular Plan-Growth |
|---|---|---|---|
| Standard Deviation | 13.81% | 11.99% | 11.99% |
| Sharp | 1.01% | 0.68% | 0.68% |
| Beta | 0.96% | 0.98% | 0.98% |
| Alpha | 5.59% | -0.22% | -0.22% |
Fund Managers
| Scheme Name | Invesco India Flexi Cap Fund - Growth | LIC MF Flexi Cap Fund-Growth | LIC MF Flexi Cap Fund-Regular Plan-Growth |
|---|---|---|---|
| Name | Amit Ganatra | Jaiprakash Toshniwal | Jaiprakash Toshniwal |
| Total AUM | ₹23585 Cr | ₹2153 Cr | ₹2153 Cr |
| Funds Managed | 5 | 3 | 3 |
| Invesco India Flexi Cap Fund - Growth | LIC MF Flexi Cap Fund-Growth | LIC MF Flexi Cap Fund-Regular Plan-Growth |
Market Cap
| Scheme Name |
Invesco India Flexi Cap Fund - Growth |
LIC MF Flexi Cap Fund-Growth |
LIC MF Flexi Cap Fund-Regular Plan-Growth |
|---|---|---|---|
| Others | 13.96 | 6.26 | 6.26 |
| Large Cap | 38.5 | 32.78 | 32.78 |
| Mid Cap | 29.52 | 24.26 | 24.26 |
| Small Cap | 18.02 | 36.7 | 36.7 |
Sector Allocation
| Scheme Name |
Invesco India Flexi Cap Fund - Growth |
LIC MF Flexi Cap Fund-Growth |
LIC MF Flexi Cap Fund-Regular Plan-Growth |
|---|---|---|---|
| Others | 4.7 | 2.84 | 2.84 |
| Communication Services | 1.61 | 2.21 | 2.21 |
| Consumer Cyclical | 22.15 | 9.17 | 9.17 |
| Industrials | 15.2 | 18.71 | 18.71 |
| Healthcare | 14.64 | 11.11 | 11.11 |
| Real Estate | 2.52 | 3.31 | 3.31 |
| Financial Services | 26.96 | 28.91 | 28.91 |
| Technology | 10.03 | 10.52 | 10.52 |
| Basic Materials | 2.2 | 5.66 | 5.66 |
| Consumer Defensive | - | 7.57 | 7.57 |
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