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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) | ₹4070 Cr | ₹8292 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 | -2.36% | -1.24% |
| 6 Month | 10.37% | 11.07% |
| 1 Year | 1.42% | 3.72% |
| 3 Year | 18.99% | 21.19% |
| 5 Year | 23.14% | - |
SIP Return Analysis
| Scheme Name | Invesco India Multicap Fund - Growth Option | Axis Multicap Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 2.91% | 4.15% |
| 1 Year | 0.9% | 4.88% |
| 3 Year | 16.72% | 20.66% |
| 5 Year | 17.35% | - |
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% | 13.64% |
| Sharp | 0.97% | 1.11% |
| Beta | 0.95% | 0.94% |
| Alpha | 0.53% | 5.73% |
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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