Baroda BNP Paribas MULTI CAP FUND vs Invesco India Multicap Fund compare
Invesco India Multicap Fund - Growth Option
Baroda BNP Paribas MULTI CAP FUND - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | Invesco India Multicap Fund - Growth Option | Baroda BNP Paribas MULTI CAP FUND - Regular Plan - Growth Option |
---|---|---|
Fund | Invesco India Multicap Fund - Growth Option | Baroda BNP Paribas MULTI CAP FUND - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹4043 Cr | ₹2923 Cr |
Min Investment | ₹1000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 17 Mar 2008 | 12 Sep 2003 |
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% | 80% |
Expense Ratio | 1.9 | 2 |
Manager | Dhimant Kothari | Sandeep Jain |
ISIN Code | INF205K01DN2 | INF955L01674 |
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 | Baroda BNP Paribas Multi Cap 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 | Baroda BNP Paribas MULTI CAP FUND - Regular Plan - Growth Option |
---|---|---|
1 Month | 1.51% | 3.21% |
6 Month | 14.94% | 15.6% |
1 Year | -5.63% | -2.61% |
3 Year | 17.51% | 18.34% |
5 Year | 21.75% | 23.85% |
SIP Return Analysis
Scheme Name | Invesco India Multicap Fund - Growth Option | Baroda BNP Paribas MULTI CAP FUND - Regular Plan - Growth Option |
---|---|---|
6 Month | 2.54% | 4.23% |
1 Year | 5.57% | 8.35% |
3 Year | 16.91% | 17.7% |
5 Year | 17.24% | 18.23% |
Rolling Lumpsum Returns
Scheme Name | Invesco India Multicap Fund - Growth Option | Baroda BNP Paribas MULTI CAP FUND - Regular Plan - Growth Option |
---|---|---|
1 Year | 14.75% | 15.39% |
3 Year | 18.04% | 15.22% |
5 Year | 18.82% | 13.13% |
Risk Management
Scheme Name | Invesco India Multicap Fund - Growth Option | Baroda BNP Paribas MULTI CAP FUND - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 12.65% | 13.43% |
Sharp | 0.83% | 0.89% |
Beta | 0.95% | 0.89% |
Alpha | 0.81% | 1.86% |
Fund Managers
Scheme Name | Invesco India Multicap Fund - Growth Option | Baroda BNP Paribas MULTI CAP FUND - Regular Plan - Growth Option |
---|---|---|
Name | Dhimant Kothari | Sandeep Jain |
Total AUM | ₹8118 Cr | ₹2238 Cr |
Funds Managed | 7 | 2 |
Invesco India Multicap Fund - Growth Option | Baroda BNP Paribas MULTI CAP FUND - Regular Plan - Growth Option |
Market Cap
Scheme Name |
Invesco India Multicap Fund - Growth Option |
Baroda BNP Paribas MULTI CAP FUND - Regular Plan - Growth Option |
---|---|---|
Others | 12.55 | 8.89 |
Large Cap | 33.42 | 36.41 |
Small Cap | 28.46 | 29.96 |
Mid Cap | 25.56 | 24.74 |
Sector Allocation
Scheme Name |
Invesco India Multicap Fund - Growth Option |
Baroda BNP Paribas MULTI CAP FUND - Regular Plan - Growth Option |
---|---|---|
Others | 2.24 | 3.91 |
Communication Services | 2.64 | 1.72 |
Technology | 9.35 | 8.98 |
Consumer Defensive | 3.13 | 5.53 |
Healthcare | 11.49 | 11.05 |
Industrials | 15.91 | 14.46 |
Consumer Cyclical | 18.15 | 15.29 |
Basic Materials | 7.01 | 8.65 |
Financial Services | 27.17 | 25.23 |
Utilities | 0 | 1.29 |
Real Estate | 2.9 | 0.89 |
Energy | - | 3.01 |
Top Comparisons
HDFC Large and Mid Cap Fund - Growth Option
3Y Returns19.2%
Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option
3Y Returns16.25%
ICICI Prudential Gilt Fund - Growth
3Y Returns7.69%
SBI Magnum Gilt Fund - Growth - PF (Regular) Option
3Y Returns7.36%
Nippon India Medium to Long Duration Fund - Growth Plan - Growth Option
3Y Returns6.74%
UTI Medium to Long Duration Fund- Regular Plan - Growth
3Y Returns6.84%
Franklin India Opportunities Fund - Growth
3Y Returns27.91%
Nippon India Quant Fund -Growth Plan - Growth Option
3Y Returns19.41%