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) | ₹4000 Cr | ₹13554 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 | 1.58% | 3.69% |
| 6 Month | 10.52% | 9.66% |
| 1 Year | 5.78% | 5.31% |
| 3 Year | 21.79% | 21.7% |
| 5 Year | - | 19.49% |
SIP Return Analysis
| Scheme Name | Invesco India Flexi Cap Fund - Growth | Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option |
|---|---|---|
| 6 Month | 0.45% | -1.64% |
| 1 Year | 10.18% | 2.87% |
| 3 Year | 19.32% | 19.34% |
| 5 Year | - | 17.52% |
Rolling Lumpsum Returns
| Scheme Name | Invesco India Flexi Cap Fund - Growth | Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option |
|---|---|---|
| 1 Year | 21.81% | 13.31% |
| 3 Year | 22.64% | 13.5% |
| 5 Year | - | 12.14% |
Risk Management
| Scheme Name | Invesco India Flexi Cap Fund - Growth | Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option |
|---|---|---|
| Standard Deviation | 13.79% | 15.89% |
| Sharp | 1.04% | 0.92% |
| Beta | 0.95% | 0.98% |
| Alpha | 5.31% | 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 | 12.89 | 23.55 |
| Large Cap | 40.08 | 45.68 |
| Mid Cap | 29.06 | 29.48 |
| Small Cap | 17.96 | 1.3 |
Sector Allocation
| Scheme Name |
Invesco India Flexi Cap Fund - Growth |
Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option |
|---|---|---|
| Others | 3.43 | 5.8 |
| Communication Services | 1.58 | 2.86 |
| Consumer Cyclical | 23.44 | 24.07 |
| Industrials | 15.46 | 19.67 |
| Healthcare | 15.51 | 0 |
| Real Estate | 2.02 | - |
| Financial Services | 25.88 | 9.47 |
| Technology | 10.17 | 32.63 |
| Basic Materials | 2.51 | - |
| Consumer Defensive | 0 | - |
| Utilities | - | 5.5 |
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