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Invesco India Flexi Cap Fund vs SBI Flexicap Fund compare
SBI Flexicap Fund - REGULAR PLAN -Growth Option
Invesco India Flexi Cap Fund - Growth
Chart Comparison
Overview
| Scheme Name | SBI Flexicap Fund - REGULAR PLAN -Growth Option | Invesco India Flexi Cap Fund - Growth |
|---|---|---|
| Fund | SBI Flexicap Fund - REGULAR PLAN -Growth Option | Invesco India Flexi Cap Fund - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹22500 Cr | ₹3267 Cr |
| Min Investment | ₹1000 | ₹1000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 29 Sep 2005 | 11 Feb 2022 |
| Category | Flexi Cap | Flexi Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 500 TRI | BSE 500 |
| Turn Over | 55% | 97% |
| Expense Ratio | 1.67 | 1.96 |
| Manager | Pradeep Kesavan | Amit Ganatra |
| ISIN Code | INF200K01222 | INF205KA1460 |
| Exits Load | SBI Flexi Cap Fund - Regular Plan - Growth charges 0.1% of sell value; if fund sold before 30 days. There are no other charges./365 | 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 |
Trailing Lumpsum Returns
| Scheme Name | SBI Flexicap Fund - REGULAR PLAN -Growth Option | Invesco India Flexi Cap Fund - Growth |
|---|---|---|
| 1 Month | -2.54% | -1% |
| 6 Month | 1.58% | 8.51% |
| 1 Year | -0.77% | 8.95% |
| 3 Year | 12.59% | 22.53% |
| 5 Year | 18.21% | - |
SIP Return Analysis
| Scheme Name | SBI Flexicap Fund - REGULAR PLAN -Growth Option | Invesco India Flexi Cap Fund - Growth |
|---|---|---|
| 6 Month | 6.17% | 8.12% |
| 1 Year | 6.43% | 9.99% |
| 3 Year | 12.79% | 22.69% |
| 5 Year | 13.41% | - |
Rolling Lumpsum Returns
| Scheme Name | SBI Flexicap Fund - REGULAR PLAN -Growth Option | Invesco India Flexi Cap Fund - Growth |
|---|---|---|
| 1 Year | 12.42% | 22.86% |
| 3 Year | 12.86% | 23.67% |
| 5 Year | 13.05% | - |
Risk Management
| Scheme Name | SBI Flexicap Fund - REGULAR PLAN -Growth Option | Invesco India Flexi Cap Fund - Growth |
|---|---|---|
| Standard Deviation | 10.98% | 13.87% |
| Sharp | 0.91% | 1.14% |
| Beta | 0.83% | 0.94% |
| Alpha | -2.09% | 6.11% |
Fund Managers
| Scheme Name | SBI Flexicap Fund - REGULAR PLAN -Growth Option | Invesco India Flexi Cap Fund - Growth |
|---|---|---|
| Name | Pradeep Kesavan | Amit Ganatra |
| Total AUM | ₹434274 Cr | ₹23585 Cr |
| Funds Managed | 43 | 5 |
| SBI Flexicap Fund - REGULAR PLAN -Growth Option | Invesco India Flexi Cap Fund - Growth |
Market Cap
| Scheme Name |
SBI Flexicap Fund - REGULAR PLAN -Growth Option |
Invesco India Flexi Cap Fund - Growth |
|---|---|---|
| Others | 13.76 | 9.42 |
| Large Cap | 63.44 | 46.4 |
| Small Cap | 11.22 | 17.58 |
| Mid Cap | 11.58 | 26.6 |
Sector Allocation
| Scheme Name |
SBI Flexicap Fund - REGULAR PLAN -Growth Option |
Invesco India Flexi Cap Fund - Growth |
|---|---|---|
| Others | 7.26 | 1.54 |
| Energy | 4.99 | 2.97 |
| Technology | 5.51 | 8.28 |
| Industrials | 11.11 | 14.92 |
| Basic Materials | 10.92 | 3.03 |
| Financial Services | 37.15 | 28.91 |
| Healthcare | 2.04 | 10.98 |
| Consumer Cyclical | 12.16 | 21.54 |
| Communication Services | 4.96 | 3.41 |
| Consumer Defensive | 2.14 | 2.21 |
| Utilities | 1.77 | - |
| Real Estate | - | 2.2 |
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