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Axis Multicap Fund vs Invesco India Multicap Fund compare

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tortoise-icon Invesco India Multicap Fund - Growth Option

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tortoise-icon Axis Multicap Fund - Regular Plan - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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

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