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Axis Multicap Fund vs Invesco India Multicap Fund compare

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tortoise-icon Invesco India Multicap Fund - Growth Option

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tortoise-icon Axis Multicap Fund - Regular Plan - Growth

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Chart Comparison

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

Overview

Scheme Name Invesco India Multicap Fund - Growth Option Axis Multicap Fund - Regular Plan - Growth
Fund Invesco India Multicap Fund - Growth Option Axis Multicap Fund - Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Very High Moderately High
Asset Size (Cr) ₹4043 Cr ₹8329 Cr
Min Investment ₹1000 ₹100
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 17 Mar 2008 16 Dec 2021
Category Multi Cap Multi Cap
Fund Type Open Ended Open Ended
Benchmark Nifty 500 Multicap 50:25:25 TRI Nifty 500 Multicap 50:25:25 TRI
Turn Over 52% 11.16%
Expense Ratio 1.9 1.81
Manager Dhimant Kothari Shreyash Devalkar
ISIN Code INF205K01DN2 INF846K016E3
Exits Load Invesco India Multicap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 Axis Multicap 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 Invesco India Multicap Fund - Growth Option Axis Multicap Fund - Regular Plan - Growth
1 Month 1.51% 3.08%
6 Month 14.94% 17.23%
1 Year -5.63% -0.28%
3 Year 17.51% 21.4%
5 Year 21.75% -

SIP Return Analysis

Scheme Name Invesco India Multicap Fund - Growth Option Axis Multicap Fund - Regular Plan - Growth
6 Month 2.54% 5.33%
1 Year 5.57% 12.7%
3 Year 16.91% 21.89%
5 Year 17.24% -

Rolling Lumpsum Returns

Scheme Name Invesco India Multicap Fund - Growth Option Axis Multicap Fund - Regular Plan - Growth
1 Year 14.75% 23.34%
3 Year 18.04% 20.83%
5 Year 18.82% -

Risk Management

Scheme Name Invesco India Multicap Fund - Growth Option Axis Multicap Fund - Regular Plan - Growth
Standard Deviation 12.65% 13.74%
Sharp 0.83% 0.99%
Beta 0.95% 0.95%
Alpha 0.81% 6.03%

Fund Managers

Scheme Name Invesco India Multicap Fund - Growth Option Axis Multicap Fund - Regular Plan - Growth
Name Dhimant Kothari Shreyash Devalkar
Total AUM ₹8118 Cr ₹166770 Cr
Funds Managed 7 14
Invesco India Multicap Fund - Growth Option Axis Multicap Fund - Regular Plan - Growth

Market Cap

Scheme Name

Invesco India Multicap Fund - Growth Option

Axis Multicap Fund - Regular Plan - Growth

Others 12.55 6.44
Large Cap 33.42 39.8
Small Cap 28.46 26.59
Mid Cap 25.56 27.16

Sector Allocation

Scheme Name

Invesco India Multicap Fund - Growth Option

Axis Multicap Fund - Regular Plan - Growth

Others 2.24 1.95
Communication Services 2.64 2.2
Technology 9.35 10.89
Consumer Defensive 3.13 3.78
Healthcare 11.49 12.19
Industrials 15.91 17.49
Consumer Cyclical 18.15 15.08
Basic Materials 7.01 7.12
Financial Services 27.17 22.26
Utilities 0 1
Real Estate 2.9 2.76
Energy - 3.27

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