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Axis Multicap Fund vs Invesco India Multicap Fund compare
Invesco India Multicap Fund - Growth Option
Axis Multicap Fund - Regular Plan - Growth
Chart Comparison
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) | ₹4259 Cr | ₹9243 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 | -1.26% | -0.11% |
| 6 Month | -2.29% | 3.59% |
| 1 Year | -5.68% | 2.31% |
| 3 Year | 18.43% | 23.59% |
| 5 Year | 17.95% | - |
SIP Return Analysis
| Scheme Name | Invesco India Multicap Fund - Growth Option | Axis Multicap Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | -3.52% | -0.78% |
| 1 Year | -0.47% | 7.84% |
| 3 Year | 11.54% | 17.34% |
| 5 Year | 14.07% | - |
Rolling Lumpsum Returns
| Scheme Name | Invesco India Multicap Fund - Growth Option | Axis Multicap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 14.1% | 21.34% |
| 3 Year | 18.1% | 21.22% |
| 5 Year | 19.06% | - |
Risk Management
| Scheme Name | Invesco India Multicap Fund - Growth Option | Axis Multicap Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 12.65% | 13.72% |
| Sharp | 0.8% | 1.03% |
| Beta | 0.96% | 0.92% |
| Alpha | -0.24% | 3.88% |
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 | 12.63 | 10.63 |
| Large Cap | 30.86 | 40.5 |
| Mid Cap | 30.73 | 23.92 |
| Small Cap | 25.77 | 24.95 |
Sector Allocation
| Scheme Name |
Invesco India Multicap Fund - Growth Option |
Axis Multicap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 0.76 | 2.68 |
| Communication Services | 2.07 | 2.59 |
| Consumer Cyclical | 24.78 | 16.49 |
| Industrials | 12.87 | 15.88 |
| Healthcare | 12.96 | 9.96 |
| Financial Services | 28.24 | 24.25 |
| Real Estate | 4.68 | 2.79 |
| Technology | 10.16 | 11.2 |
| Basic Materials | 3.48 | 6.35 |
| Energy | - | 3.43 |
| Consumer Defensive | - | 3.93 |
| Utilities | - | 0.46 |
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