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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) | ₹22504 Cr | ₹4000 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 | 2.63% | 1.58% |
| 6 Month | 7.21% | 10.52% |
| 1 Year | 4.16% | 5.78% |
| 3 Year | 12.88% | 21.79% |
| 5 Year | 18.36% | - |
SIP Return Analysis
| Scheme Name | SBI Flexicap Fund - REGULAR PLAN -Growth Option | Invesco India Flexi Cap Fund - Growth |
|---|---|---|
| 6 Month | 1.38% | 0.45% |
| 1 Year | 7.09% | 10.18% |
| 3 Year | 10.29% | 19.32% |
| 5 Year | 11.35% | - |
Rolling Lumpsum Returns
| Scheme Name | SBI Flexicap Fund - REGULAR PLAN -Growth Option | Invesco India Flexi Cap Fund - Growth |
|---|---|---|
| 1 Year | 12.25% | 21.81% |
| 3 Year | 12.79% | 22.64% |
| 5 Year | 13.12% | - |
Risk Management
| Scheme Name | SBI Flexicap Fund - REGULAR PLAN -Growth Option | Invesco India Flexi Cap Fund - Growth |
|---|---|---|
| Standard Deviation | 11.18% | 13.79% |
| Sharp | 0.56% | 1.04% |
| Beta | 0.82% | 0.95% |
| Alpha | -1.48% | 5.31% |
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 | 10.43 | 12.89 |
| Large Cap | 64.07 | 40.08 |
| Small Cap | 12.47 | 17.96 |
| Mid Cap | 13.04 | 29.06 |
Sector Allocation
| Scheme Name |
SBI Flexicap Fund - REGULAR PLAN -Growth Option |
Invesco India Flexi Cap Fund - Growth |
|---|---|---|
| Others | 3.17 | 3.43 |
| Energy | 4.81 | - |
| Technology | 6.09 | 10.17 |
| Industrials | 12.19 | 15.46 |
| Basic Materials | 13.4 | 2.51 |
| Financial Services | 37.44 | 25.88 |
| Healthcare | 1.87 | 15.51 |
| Consumer Cyclical | 12.88 | 23.44 |
| Communication Services | 5.35 | 1.58 |
| Consumer Defensive | 1.03 | 0 |
| Utilities | 1.77 | - |
| Real Estate | - | 2.02 |
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