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) | ₹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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