Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

Invesco India Flexi Cap Fund vs SBI Flexicap Fund compare

Link copied to clipboard!

tortoise-icon SBI Flexicap Fund - REGULAR PLAN -Growth Option

Invest Now

tortoise-icon Invesco India Flexi Cap Fund - Growth

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹22117 Cr ₹3426 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 0.34% 0.73%
6 Month 7.84% 18.37%
1 Year -0.35% 7.89%
3 Year 12.77% 23%
5 Year 18.09% -

SIP Return Analysis

Scheme Name SBI Flexicap Fund - REGULAR PLAN -Growth Option Invesco India Flexi Cap Fund - Growth
6 Month 2.53% 6.98%
1 Year 1.71% 11.36%
3 Year 10.76% 22.64%
5 Year 12.08% -

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 0.66% 1.14%
Beta 0.83% 0.94%
Alpha -1.9% 6.30%

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 11.51
Large Cap 63.44 41.98
Small Cap 11.22 16.45
Mid Cap 11.58 30.06

Sector Allocation

Scheme Name

SBI Flexicap Fund - REGULAR PLAN -Growth Option

Invesco India Flexi Cap Fund - Growth

Others 7.26 2.98
Energy 4.99 2.63
Technology 5.51 8.72
Industrials 11.11 15.26
Basic Materials 10.92 3.06
Financial Services 37.15 27.85
Healthcare 2.04 13.16
Consumer Cyclical 12.16 20.79
Communication Services 4.96 2.33
Consumer Defensive 2.14 1.08
Utilities 1.77 -
Real Estate - 2.14

Top Comparisons

ITI Banking and Financial Services Fund Regular - Growth ITI Banking and Financial Services Fund Regular - Growth

3Y Returns12.95%

VS

HDFC Banking and Financial Services Fund - Growth Option HDFC Banking and Financial Services Fund - Growth Option

3Y Returns16.69%

Compare Now

Canara Robeco Flexicap Fund - Regular Plan - Growth Option Canara Robeco Flexicap Fund - Regular Plan - Growth Option

3Y Returns15.44%

VS

UTI Flexi Cap Fund - Growth Option UTI Flexi Cap Fund - Growth Option

3Y Returns10.12%

Compare Now

HDFC Income Plus Arbitrage Active FOF - Growth HDFC Income Plus Arbitrage Active FOF - Growth

3Y Returns12.74%

VS

Tata Nifty India Digital ETF Fund of Fund -Regular Plan-Growth Tata Nifty India Digital ETF Fund of Fund -Regular Plan-Growth

3Y Returns15.38%

Compare Now

Invesco India GILT Fund - Growth Invesco India GILT Fund - Growth

3Y Returns6.8%

VS

Canara Robeco Gilt Fund - Regular Plan - Growth Option Canara Robeco Gilt Fund - Regular Plan - Growth Option

3Y Returns6.34%

Compare Now
Add to Cart Successfully