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) | ₹4228 Cr | ₹9099 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 | -1.71% | -1.47% |
| 6 Month | -1.88% | 2.67% |
| 1 Year | -7.07% | -0.17% |
| 3 Year | 16.14% | 20.75% |
| 5 Year | 18.55% | - |
SIP Return Analysis
| Scheme Name | Invesco India Multicap Fund - Growth Option | Axis Multicap Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | -0.98% | 1.18% |
| 1 Year | 3.64% | 11.39% |
| 3 Year | 12.72% | 18.28% |
| 5 Year | 14.56% | - |
Rolling Lumpsum Returns
| Scheme Name | Invesco India Multicap Fund - Growth Option | Axis Multicap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 14.16% | 21.34% |
| 3 Year | 18.13% | 21.22% |
| 5 Year | 19.09% | - |
Risk Management
| Scheme Name | Invesco India Multicap Fund - Growth Option | Axis Multicap Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 12.65% | 13.68% |
| Sharp | 0.84% | 1.08% |
| Beta | 0.96% | 0.92% |
| Alpha | -0.44% | 3.74% |
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 | 1.36 | 7.71 |
| Large Cap | 33.89 | 41.55 |
| Mid Cap | 36.6 | 25.3 |
| Small Cap | 28.15 | 25.45 |
Sector Allocation
| Scheme Name |
Invesco India Multicap Fund - Growth Option |
Axis Multicap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 1.36 | 1.24 |
| Telecom - Services | 2.05 | - |
| Retailing | 12.12 | - |
| Construction | 1.35 | - |
| Healthcare Services | 9.57 | - |
| Insurance | 2.05 | - |
| Banks | 8.25 | - |
| Consumer Durables | 8.37 | - |
| Paper, Forest & Jute Products | 0.87 | - |
| Electrical Equipment | 0.93 | - |
| IT - Software | 6.41 | - |
| Leisure Services | 2.71 | - |
| Automobiles | 3.51 | - |
| Commercial Services & Supplies | 1.19 | - |
| Capital Markets | 6.29 | - |
| Finance | 9.69 | - |
| Transport Services | 4.1 | - |
| Realty | 3.07 | - |
| Aerospace & Defense | 2.03 | - |
| Industrial Products | 2.21 | - |
| Pharmaceuticals & Biotechnology | 3.4 | - |
| Cement & Cement Products | 3.82 | - |
| Auto Components | 1.36 | - |
| Financial Technology (Fintech) | 2.01 | - |
| Industrial Manufacturing | 1.28 | - |
| Energy | - | 3.31 |
| Technology | - | 11.3 |
| Consumer Cyclical | - | 17.13 |
| Industrials | - | 16.17 |
| Healthcare | - | 11.52 |
| Consumer Defensive | - | 3.99 |
| Financial Services | - | 22.93 |
| Basic Materials | - | 6.18 |
| Real Estate | - | 3.07 |
| Utilities | - | 0.99 |
| Communication Services | - | 2.15 |
Top Comparisons
BANDHAN MULTI CAP FUND - GROWTH - REGULAR PLAN
3Y Returns16.55%
DSP Multicap Fund - Regular (G)
3Y Returns0%
Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
3Y Returns11.86%
Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
3Y Returns13.57%
ICICI Prudential Equity Arbitrage Fund - Growth
3Y Returns7.12%
Mirae Asset Arbitrage Fund Regular Growth
3Y Returns6.96%
HDFC Ultra Short Term Fund - Growth Option
3Y Returns7.14%
SBI Magnum Ultra Short Duration Fund - Regular Plan - Growth
3Y Returns7.15%