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 | -0.84% | -1.65% |
| 6 Month | 1.28% | -0.35% |
| 1 Year | 0.42% | -2.57% |
| 3 Year | 22.49% | 23.34% |
| 5 Year | - | 16.03% |
SIP Return Analysis
| Scheme Name | Invesco India Flexi Cap Fund - Growth | Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option |
|---|---|---|
| 6 Month | -2.57% | -2.86% |
| 1 Year | 6.65% | 3.35% |
| 3 Year | 17.09% | 18.18% |
| 5 Year | - | 17.25% |
Rolling Lumpsum Returns
| Scheme Name | Invesco India Flexi Cap Fund - Growth | Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option |
|---|---|---|
| 1 Year | 21.81% | 12.84% |
| 3 Year | 22.64% | 13.66% |
| 5 Year | - | 12.3% |
Risk Management
| Scheme Name | Invesco India Flexi Cap Fund - Growth | Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option |
|---|---|---|
| Standard Deviation | 13.81% | 15.91% |
| Sharp | 1.01% | 0.90% |
| Beta | 0.96% | 1.00% |
| Alpha | 5.59% | 5.73% |
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 | 13.89 | 33.4 |
| Large Cap | 37.48 | 39.78 |
| Mid Cap | 31.51 | 25.38 |
| Small Cap | 17.12 | 1.45 |
Sector Allocation
| Scheme Name |
Invesco India Flexi Cap Fund - Growth |
Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option |
|---|---|---|
| Others | 2.95 | 18.45 |
| Communication Services | 1.53 | 8.85 |
| Consumer Cyclical | 21.81 | 17.43 |
| Industrials | 16.07 | 16.69 |
| Healthcare | 14.54 | - |
| Real Estate | 2.85 | - |
| Financial Services | 28.74 | 9.55 |
| Technology | 9.3 | 28.53 |
| Basic Materials | 2.21 | - |
| Consumer Defensive | - | 0.5 |
| Utilities | - | 0 |
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