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) | ₹3728 Cr | ₹6749 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 | 1.88 | 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 | 6.61% | 5.59% |
6 Month | -7.69% | -6.61% |
1 Year | 9.09% | 12.53% |
3 Year | 19.91% | 21.93% |
5 Year | 24.9% | - |
SIP Return Analysis
Scheme Name | Invesco India Multicap Fund - Growth Option | Axis Multicap Fund - Regular Plan - Growth |
---|---|---|
6 Month | -2.44% | -2.1% |
1 Year | -8.62% | -7.59% |
3 Year | 16.19% | 19.37% |
5 Year | 17.55% | - |
Rolling Lumpsum Returns
Scheme Name | Invesco India Multicap Fund - Growth Option | Axis Multicap Fund - Regular Plan - Growth |
---|---|---|
1 Year | 15.33% | 30.38% |
3 Year | 18.01% | 19.51% |
5 Year | 18.46% | - |
Risk Management
Scheme Name | Invesco India Multicap Fund - Growth Option | Axis Multicap Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 12.65% | 14.263% |
Sharp | 0.78% | 0.881% |
Beta | 0.93% | 0.949% |
Alpha | 1.39% | 4.882% |
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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 | 3.59 | 8.91 |
Large Cap | 42.89 | 42.05 |
Small Cap | 25.97 | 24 |
Mid Cap | 27.55 | 25.04 |
Sector Allocation
Scheme Name |
Invesco India Multicap Fund - Growth Option |
Axis Multicap Fund - Regular Plan - Growth |
---|---|---|
Others | 3.59 | 8.87 |
Telecom - Services | 2.41 | - |
IT - Software | 8.67 | - |
Retailing | 6.8 | - |
Healthcare Services | 1.46 | - |
Non - Ferrous Metals | 0.71 | - |
Pharmaceuticals & Biotechnology | 6.36 | - |
Banks | 10.19 | - |
Electrical Equipment | 5.35 | - |
Cement & Cement Products | 3.12 | - |
Paper, Forest & Jute Products | 1.36 | - |
Ferrous Metals | 1.43 | - |
Power | 2.34 | - |
Automobiles | 1.81 | - |
Commercial Services & Supplies | 1.76 | - |
Finance | 3.89 | - |
Agricultural Food & other Products | 1.92 | - |
Industrial Products | 4.33 | - |
Beverages | 3.86 | - |
Healthcare Equipment & Supplies | 1.52 | - |
Realty | 2.53 | - |
Chemicals & Petrochemicals | 3.6 | - |
Aerospace & Defense | 2.04 | - |
Consumer Durables | 5.56 | - |
Auto Components | 3.21 | - |
Financial Technology (Fintech) | 1.67 | - |
Insurance | 1.02 | - |
Food Products | 1.67 | - |
Transport Services | 1.66 | - |
Industrial Manufacturing | 2.38 | - |
Capital Markets | 1.78 | - |
Energy | - | 2.07 |
Industrials | - | 14.92 |
Technology | - | 11.72 |
Consumer Cyclical | - | 15.35 |
Healthcare | - | 11.51 |
Financial Services | - | 18.9 |
Basic Materials | - | 4.65 |
Consumer Defensive | - | 2.75 |
Real Estate | - | 5.34 |
Utilities | - | 1.4 |
Communication Services | - | 2.52 |
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