Invesco India Flexi Cap Fund vs Quant Flexi Cap Fund compare
Invesco India Flexi Cap Fund - Growth
Quant Flexi Cap Fund-Growth
Chart Comparison
Overview
| Scheme Name | Invesco India Flexi Cap Fund - Growth | Quant Flexi Cap Fund-Growth |
|---|---|---|
| Fund | Invesco India Flexi Cap Fund - Growth | Quant Flexi Cap Fund-Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹4000 Cr | ₹6829 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 11 Feb 2022 | 20 Oct 2008 |
| Category | Flexi Cap | Flexi Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 500 | NIFTY 500 TRI |
| Turn Over | 97% | % |
| Expense Ratio | 1.96 | 1.78 |
| Manager | Amit Ganatra | Sanjeev Sharma |
| ISIN Code | INF205KA1460 | INF966L01457 |
| 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 | Quant Flexi Cap Fund - Growth charges 1.0% of sell value; if fund sold before 15 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Invesco India Flexi Cap Fund - Growth | Quant Flexi Cap Fund-Growth |
|---|---|---|
| 1 Month | 0.67% | 1.44% |
| 6 Month | 10.3% | 3.37% |
| 1 Year | 6.54% | -2.63% |
| 3 Year | 22.99% | 17.18% |
| 5 Year | - | 26.51% |
SIP Return Analysis
| Scheme Name | Invesco India Flexi Cap Fund - Growth | Quant Flexi Cap Fund-Growth |
|---|---|---|
| 6 Month | 3.38% | 1.76% |
| 1 Year | 17.25% | 8.23% |
| 3 Year | 22.32% | 12.79% |
| 5 Year | - | 17.13% |
Rolling Lumpsum Returns
| Scheme Name | Invesco India Flexi Cap Fund - Growth | Quant Flexi Cap Fund-Growth |
|---|---|---|
| 1 Year | 21.81% | 9.9% |
| 3 Year | 22.64% | 16.05% |
| 5 Year | - | 17.72% |
Risk Management
| Scheme Name | Invesco India Flexi Cap Fund - Growth | Quant Flexi Cap Fund-Growth |
|---|---|---|
| Standard Deviation | 13.85% | 17.196% |
| Sharp | 1.07% | 0.641% |
| Beta | 0.96% | 1.114% |
| Alpha | 5.84% | 2.062% |
Fund Managers
| Scheme Name | Invesco India Flexi Cap Fund - Growth | Quant Flexi Cap Fund-Growth |
|---|---|---|
| Name | Amit Ganatra | Sanjeev Sharma |
| Total AUM | ₹23585 Cr | ₹39731 Cr |
| Funds Managed | 5 | 22 |
| Invesco India Flexi Cap Fund - Growth | Quant Flexi Cap Fund-Growth |
Market Cap
| Scheme Name |
Invesco India Flexi Cap Fund - Growth |
Quant Flexi Cap Fund-Growth |
|---|---|---|
| Others | 12.89 | 21 |
| Large Cap | 40.08 | 57.32 |
| Mid Cap | 29.06 | 13.33 |
| Small Cap | 17.96 | 8.34 |
Sector Allocation
| Scheme Name |
Invesco India Flexi Cap Fund - Growth |
Quant Flexi Cap Fund-Growth |
|---|---|---|
| Others | 3.43 | 10.75 |
| Communication Services | 1.58 | 1.47 |
| Consumer Cyclical | 23.44 | 12.32 |
| Industrials | 15.46 | 11.59 |
| Healthcare | 15.51 | 8.09 |
| Real Estate | 2.02 | 1.95 |
| Financial Services | 25.88 | 13.19 |
| Technology | 10.17 | 3.06 |
| Basic Materials | 2.51 | 0 |
| Consumer Defensive | 0 | 5.48 |
| Energy | - | 17.95 |
| Utilities | - | 14.15 |
Top Comparisons
ICICI Prudential Focused Equity Fund - Growth
3Y Returns23.41%
HSBC Focused Fund - Regular Growth
3Y Returns17.11%
SBI Large Cap Fund-Regular Plan Growth
3Y Returns15.09%
DSP Large Cap Fund - Regular Plan - Growth
3Y Returns18.21%
ICICI Prudential MidCap Fund - Growth
3Y Returns22.52%
Sundaram Mid Cap Fund Regular Plan - Growth
3Y Returns24.03%
SBI Large Cap Fund-Regular Plan Growth
3Y Returns15.09%
UTI - Master Share-Growth Option
3Y Returns13.33%