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) | ₹3666 Cr | ₹13679 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 | 3.11% | 5.49% |
6 Month | 22.97% | 17.95% |
1 Year | 2.57% | 2.89% |
3 Year | 23.51% | 22.7% |
5 Year | - | 20.01% |
SIP Return Analysis
Scheme Name | Invesco India Flexi Cap Fund - Growth | Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option |
---|---|---|
6 Month | 6.07% | 5.94% |
1 Year | 16.76% | 12.99% |
3 Year | 23.16% | 24.49% |
5 Year | - | 20.12% |
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 | 13.97% | 15.65% |
Sharp | 1.01% | 0.94% |
Beta | 0.96% | 0.95% |
Alpha | 6.63% | 7.18% |
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 | 13.88 | 20.73 |
Large Cap | 41.4 | 46.87 |
Mid Cap | 29.09 | 31.04 |
Small Cap | 15.64 | 1.36 |
Sector Allocation
Scheme Name |
Invesco India Flexi Cap Fund - Growth |
Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option |
---|---|---|
Others | 4.01 | 1.57 |
Communication Services | 1.77 | 2.9 |
Energy | 0 | - |
Consumer Cyclical | 23.78 | 25.1 |
Industrials | 15.89 | 20.77 |
Healthcare | 14 | 1.69 |
Real Estate | 1.88 | - |
Financial Services | 26.39 | 9.8 |
Technology | 8.5 | 32.01 |
Basic Materials | 2.84 | - |
Consumer Defensive | 0.94 | - |
Utilities | - | 6.17 |
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