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) | ₹2987 Cr | ₹13023 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 | 3.7% | 5.57% |
6 Month | -0.52% | -3.05% |
1 Year | 8.23% | 11.01% |
3 Year | 27.2% | 28.14% |
5 Year | - | 21.56% |
SIP Return Analysis
Scheme Name | Invesco India Flexi Cap Fund - Growth | Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option |
---|---|---|
6 Month | 14.29% | 11.82% |
1 Year | 18.48% | 14.77% |
3 Year | 26.61% | 28.17% |
5 Year | - | 21.95% |
Rolling Lumpsum Returns
Scheme Name | Invesco India Flexi Cap Fund - Growth | Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option |
---|---|---|
1 Year | 25.45% | 13.78% |
3 Year | 18.34% | 13.23% |
5 Year | - | 11.83% |
Risk Management
Scheme Name | Invesco India Flexi Cap Fund - Growth | Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option |
---|---|---|
Standard Deviation | 14.81% | 16.01% |
Sharp | 1.10% | 1.06% |
Beta | 0.94% | 0.90% |
Alpha | 5.54% | 6.74% |
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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 | 7.34 | 28.35 |
Large Cap | 49.17 | 39.75 |
Mid Cap | 26.03 | 29.82 |
Small Cap | 17.46 | 2.08 |
Sector Allocation
Scheme Name |
Invesco India Flexi Cap Fund - Growth |
Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option |
---|---|---|
Others | 1.4 | 22.96 |
Communication Services | 3.45 | 8.52 |
Energy | 3.48 | - |
Technology | 8.33 | 22.43 |
Consumer Cyclical | 20.56 | 17.08 |
Industrials | 13.71 | 18.22 |
Healthcare | 11.09 | 1.73 |
Real Estate | 2.3 | - |
Financial Services | 30.12 | 8.53 |
Basic Materials | 3 | - |
Consumer Defensive | 2.55 | 0.54 |
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