Invesco India Flexi Cap Fund vs Motilal Oswal Flexi Cap Fund Regular Plan compare
Invesco India Flexi Cap Fund - Growth
Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option
Chart Comparison
Overview
| Scheme Name | Invesco India Flexi Cap Fund - Growth | Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option |
|---|---|---|
| Fund | Invesco India Flexi Cap Fund - Growth | Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹4679 Cr | ₹14312 Cr |
| Min Investment | ₹1000 | ₹500 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹500 |
| Launch Date | 11 Feb 2022 | 28 Apr 2014 |
| Category | Flexi Cap | Flexi Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 500 | NIFTY 500 TRI |
| Turn Over | 97% | 90% |
| Expense Ratio | 1.96 | 1.72 |
| Manager | Amit Ganatra | Rakesh Shetty |
| ISIN Code | INF205KA1460 | INF247L01478 |
| 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 | Motilal Oswal Flexi Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Invesco India Flexi Cap Fund - Growth | Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option |
|---|---|---|
| 1 Month | -1.15% | -2.02% |
| 6 Month | -0.99% | -4.58% |
| 1 Year | -1.3% | -6.81% |
| 3 Year | 21.55% | 21.89% |
| 5 Year | - | 15.08% |
SIP Return Analysis
| Scheme Name | Invesco India Flexi Cap Fund - Growth | Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option |
|---|---|---|
| 6 Month | -0.45% | -1.9% |
| 1 Year | 9.71% | 4.18% |
| 3 Year | 16.9% | 17.06% |
| 5 Year | - | 16.65% |
Rolling Lumpsum Returns
| Scheme Name | Invesco India Flexi Cap Fund - Growth | Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option |
|---|---|---|
| 1 Year | 21.81% | 12.8% |
| 3 Year | 22.64% | 13.69% |
| 5 Year | - | 12.32% |
Risk Management
| Scheme Name | Invesco India Flexi Cap Fund - Growth | Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option |
|---|---|---|
| Standard Deviation | 15.1% | 12.18% |
| Sharp | 1.07% | 0.96% |
| Beta | 0.96% | 1% |
| Alpha | 5.17% | 5.26% |
Fund Managers
| Scheme Name | Invesco India Flexi Cap Fund - Growth | Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option |
|---|---|---|
| Name | Amit Ganatra | Rakesh Shetty |
| Total AUM | ₹23585 Cr | ₹33886 Cr |
| Funds Managed | 5 | 19 |
| Invesco India Flexi Cap Fund - Growth | Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option |
Market Cap
| Scheme Name |
Invesco India Flexi Cap Fund - Growth |
Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option |
|---|---|---|
| Others | 3.32 | 18.45 |
| Large Cap | 44.36 | 36.59 |
| Mid Cap | 33.92 | 43.52 |
| Small Cap | 18.4 | 1.45 |
Sector Allocation
| Scheme Name |
Invesco India Flexi Cap Fund - Growth |
Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option |
|---|---|---|
| Others | 2.93 | 18.45 |
| Telecom - Services | 1.53 | 8.86 |
| Retailing | 10.02 | 9.13 |
| Construction | 3.66 | 2.84 |
| Healthcare Services | 8.49 | - |
| Realty | 2.85 | - |
| Pharmaceuticals & Biotechnology | 6.06 | - |
| Banks | 10.99 | 2.43 |
| Consumer Durables | 5.32 | 16.84 |
| Aerospace & Defense | 2.4 | 0.56 |
| Electrical Equipment | 1.27 | 5.64 |
| IT - Software | 7.19 | 19.99 |
| Industrial Products | 2.84 | 7.64 |
| Automobiles | 6.83 | - |
| Transport Infrastructure | 0.39 | - |
| Commercial Services & Supplies | 0.59 | - |
| Capital Markets | 6.85 | - |
| Finance | 8.46 | 7.13 |
| Auto Components | 0.93 | - |
| Financial Technology (Fintech) | 2.44 | - |
| Transport Services | 3.97 | - |
| Leisure Services | 1 | - |
| Industrial Manufacturing | 1.42 | - |
| Cement & Cement Products | 1.57 | - |
| Other Consumer Services | - | 0.5 |
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