DSP Multicap Fund vs Invesco India Multicap Fund compare
Invesco India Multicap Fund - Growth Option
DSP Multicap Fund - Regular (G)
Chart Comparison
Overview
Scheme Name | Invesco India Multicap Fund - Growth Option | DSP Multicap Fund - Regular (G) |
---|---|---|
Fund | Invesco India Multicap Fund - Growth Option | DSP Multicap Fund - Regular (G) |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹4043 Cr | ₹2430 Cr |
Min Investment | ₹1000 | ₹100 |
Min SIP Invesment | ₹500 | ₹100 |
Min Addl Investment | ₹1000 | ₹100 |
Launch Date | 17 Mar 2008 | 30 Jan 2024 |
Category | Multi Cap | Multi Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | Nifty 500 Multicap 50:25:25 TRI | NIFTY500 MULTICAP 50:25:25 TRI |
Turn Over | 52% | % |
Expense Ratio | 1.9 | 2.01 |
Manager | Dhimant Kothari | Chirag Dagli |
ISIN Code | INF205K01DN2 | INF740KA1TZ4 |
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 | DSP 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 | DSP Multicap Fund - Regular (G) |
---|---|---|
1 Month | 1.94% | 3.64% |
6 Month | 14.41% | 18.6% |
1 Year | -5.17% | -3.07% |
3 Year | 17.37% | - |
5 Year | 22.7% | - |
SIP Return Analysis
Scheme Name | Invesco India Multicap Fund - Growth Option | DSP Multicap Fund - Regular (G) |
---|---|---|
6 Month | 2.54% | 5.26% |
1 Year | 5.57% | 12.53% |
3 Year | 16.91% | - |
5 Year | 17.24% | - |
Rolling Lumpsum Returns
Scheme Name | Invesco India Multicap Fund - Growth Option | DSP Multicap Fund - Regular (G) |
---|---|---|
1 Year | 14.75% | 4.91% |
3 Year | 18.04% | - |
5 Year | 18.82% | - |
Risk Management
Scheme Name | Invesco India Multicap Fund - Growth Option | DSP Multicap Fund - Regular (G) |
---|---|---|
Standard Deviation | 12.65% | - |
Sharp | 0.83% | - |
Beta | 0.95% | - |
Alpha | 0.81% | - |
Fund Managers
Scheme Name | Invesco India Multicap Fund - Growth Option | DSP Multicap Fund - Regular (G) |
---|---|---|
Name | Dhimant Kothari | Chirag Dagli |
Total AUM | ₹8118 Cr | ₹0 Cr |
Funds Managed | 7 | 2 |
Invesco India Multicap Fund - Growth Option | DSP Multicap Fund - Regular (G) |
Market Cap
Scheme Name |
Invesco India Multicap Fund - Growth Option |
DSP Multicap Fund - Regular (G) |
---|---|---|
Others | 12.55 | 10.33 |
Large Cap | 33.42 | 30.05 |
Small Cap | 28.46 | 36.59 |
Mid Cap | 25.56 | 23.03 |
Sector Allocation
Scheme Name |
Invesco India Multicap Fund - Growth Option |
DSP Multicap Fund - Regular (G) |
---|---|---|
Others | 2.24 | 5.86 |
Communication Services | 2.64 | - |
Technology | 9.35 | 8.28 |
Consumer Defensive | 3.13 | 5.56 |
Healthcare | 11.49 | 14.47 |
Industrials | 15.91 | 10.65 |
Consumer Cyclical | 18.15 | 10.85 |
Basic Materials | 7.01 | 14.04 |
Financial Services | 27.17 | 26.78 |
Utilities | 0 | 1.4 |
Real Estate | 2.9 | - |
Energy | - | 2.1 |
Top Comparisons
Tata Mid Cap Fund Regular Plan- Growth Option
3Y Returns19.36%
Canara Robeco Mid Cap Fund- Regular Plan- Growth Option
3Y Returns0%
Kotak Flexicap Fund - Growth
3Y Returns15.49%
LIC MF Flexi Cap Fund-Growth
3Y Returns14.1%
Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
3Y Returns8.43%
Axis Balanced Advantage Fund - Regular Plan - Growth
3Y Returns13.22%
BANDHAN Bond Fund - Medium Term - Regular Plan - Growth
3Y Returns6.73%
DSP Bond Fund - Growth
3Y Returns7.39%