Head-to-head
Compare up to 5 funds side-by-side.
Prices normalised to ₹100 at the start of the range. Metrics marked with a highlight the winner per row. Descriptive comparison only — MF Gyan does not recommend one over another.
2/5
₹1 lakh over time
What ₹1,00,000 invested at the start of each window would have become in each fund.
flexi capDirect
Helios Flexi Cap Fund - Direct Plan - Growth
3Y ago—
5Y ago—
flexi capDirect
Invesco India Flexi Cap Fund - Direct Plan - Growth
3Y ago₹1.68 L
5Y ago—
Normalised price over time
Each fund starts at ₹100 at the beginning of the range so shapes are directly comparable.
Normalized: value at the start of the selected range = ₹100
Every metric, side-by-side
marks the winner per row.
| Metric | Helios Flexi Cap Fund - Direct … | Invesco India Flexi Cap Fund - … |
|---|---|---|
| Fund house | Helios Mutual Fund | Invesco Mutual Fund |
| Category | Equity Schemes - Flexi Cap Fund | Equity Schemes - Flexi Cap Fund |
| Plan | Direct | Direct |
| Latest NAV | ₹16.21 | ₹21.12 |
| Assets managed (AUM) | — | — |
| 1M return | 0.37% | 0.05% |
| 6M return | 12.10% | 14.78% |
| 1Y return | 7.78% | 4.66% |
| 3Y CAGR | — | 18.91% |
| 5Y CAGR | — | — |
| Since inception CAGR | 17.88% | 17.84% |
| Bumpiness · 3Y (annualised σ) | 16.41 | 15.52 |
| Worst drop ever | -18.23% | -19.40% |
| Sharpe · 3Y (rf=6%) | 0.66 | 0.76 |