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) | ₹4084 Cr | ₹8631 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 | -0.31% | 0.05% |
6 Month | 8.79% | 11.97% |
1 Year | -3.51% | 1.95% |
3 Year | 19.21% | 22.88% |
5 Year | 22.33% | - |
SIP Return Analysis
Scheme Name | Invesco India Multicap Fund - Growth Option | Axis Multicap Fund - Regular Plan - Growth |
---|---|---|
6 Month | 1.28% | 3.01% |
1 Year | 8.39% | 13.37% |
3 Year | 16.56% | 20.99% |
5 Year | 17.04% | - |
Rolling Lumpsum Returns
Scheme Name | Invesco India Multicap Fund - Growth Option | Axis Multicap Fund - Regular Plan - Growth |
---|---|---|
1 Year | 14.47% | 21.34% |
3 Year | 18.1% | 21.22% |
5 Year | 18.96% | - |
Risk Management
Scheme Name | Invesco India Multicap Fund - Growth Option | Axis Multicap Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 12.65% | 13.64% |
Sharp | 0.83% | 1.05% |
Beta | 0.96% | 0.97% |
Alpha | -0.24% | 5.30% |
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 | 12.56 | 7.27 |
Small Cap | 27.43 | 24.86 |
Large Cap | 32.97 | 42.22 |
Mid Cap | 27.03 | 25.66 |
Sector Allocation
Scheme Name |
Invesco India Multicap Fund - Growth Option |
Axis Multicap Fund - Regular Plan - Growth |
---|---|---|
Others | 0.96 | 2.05 |
Communication Services | 2.18 | 2.07 |
Consumer Defensive | 2.74 | 4.53 |
Consumer Cyclical | 24.81 | 18.19 |
Healthcare | 11.37 | 11.56 |
Industrials | 14 | 16.17 |
Financial Services | 26.34 | 21.07 |
Basic Materials | 5 | 6.23 |
Technology | 9.63 | 11.36 |
Real Estate | 2.97 | 2.59 |
Energy | - | 3.08 |
Utilities | - | 1.1 |
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