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) | ₹3426 Cr | ₹13727 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 | -0.31% | -1.15% |
6 Month | 18.4% | 13.14% |
1 Year | 6.87% | 6.46% |
3 Year | 23.66% | 23.57% |
5 Year | - | 19.45% |
SIP Return Analysis
Scheme Name | Invesco India Flexi Cap Fund - Growth | Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option |
---|---|---|
6 Month | 6.98% | 3.68% |
1 Year | 11.36% | 3.98% |
3 Year | 22.64% | 22.61% |
5 Year | - | 19.07% |
Rolling Lumpsum Returns
Scheme Name | Invesco India Flexi Cap Fund - Growth | Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option |
---|---|---|
1 Year | 22.86% | 13.61% |
3 Year | 23.67% | 13.36% |
5 Year | - | 12.02% |
Risk Management
Scheme Name | Invesco India Flexi Cap Fund - Growth | Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option |
---|---|---|
Standard Deviation | 13.87% | 15.71% |
Sharp | 1.14% | 1.07% |
Beta | 0.94% | 0.95% |
Alpha | 6.30% | 7.24% |
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 | 11.51 | 28.08 |
Large Cap | 41.98 | 39.46 |
Mid Cap | 30.06 | 30.4 |
Small Cap | 16.45 | 2.05 |
Sector Allocation
Scheme Name |
Invesco India Flexi Cap Fund - Growth |
Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option |
---|---|---|
Others | 2.98 | 6.74 |
Communication Services | 2.33 | 8.31 |
Energy | 2.63 | - |
Consumer Cyclical | 20.79 | 16.57 |
Industrials | 15.26 | 20.55 |
Healthcare | 13.16 | 1.82 |
Real Estate | 2.14 | - |
Financial Services | 27.85 | 9.39 |
Technology | 8.72 | 30.71 |
Basic Materials | 3.06 | - |
Consumer Defensive | 1.08 | - |
Utilities | - | 5.9 |
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