Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

Edelweiss Multi Cap Fund vs Invesco India Multicap Fund compare

Link copied to clipboard!

tortoise-icon Invesco India Multicap Fund - Growth Option

Invest Now

tortoise-icon Edelweiss Multi Cap Fund - Regular (G)

Invest Now

Chart Comparison

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

Overview

Scheme Name Invesco India Multicap Fund - Growth Option Edelweiss Multi Cap Fund - Regular (G)
Fund Invesco India Multicap Fund - Growth Option Edelweiss Multi Cap Fund - Regular (G)
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹4259 Cr ₹3148 Cr
Min Investment ₹1000 ₹100
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 17 Mar 2008 25 Oct 2023
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% %
Expense Ratio 1.9 1.94
Manager Dhimant Kothari Trideep Bhattacharya
ISIN Code INF205K01DN2 INF754K01RW0
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 Edelweiss Multi Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name Invesco India Multicap Fund - Growth Option Edelweiss Multi Cap Fund - Regular (G)
1 Month -3.31% -0.75%
6 Month -4.95% 0.47%
1 Year -6.53% 1.07%
3 Year 17.36% -
5 Year 17.49% -

SIP Return Analysis

Scheme Name Invesco India Multicap Fund - Growth Option Edelweiss Multi Cap Fund - Regular (G)
6 Month -3.52% 0.27%
1 Year -0.47% 8.92%
3 Year 11.54% -
5 Year 14.07% -

Rolling Lumpsum Returns

Scheme Name Invesco India Multicap Fund - Growth Option Edelweiss Multi Cap Fund - Regular (G)
1 Year 14.1% 8.82%
3 Year 18.1% -
5 Year 19.06% -

Risk Management

Scheme Name Invesco India Multicap Fund - Growth Option Edelweiss Multi Cap Fund - Regular (G)
Standard Deviation 12.65% -
Sharp 0.8% -
Beta 0.96% -
Alpha -0.24% -

Fund Managers

Scheme Name Invesco India Multicap Fund - Growth Option Edelweiss Multi Cap Fund - Regular (G)
Name Dhimant Kothari Trideep Bhattacharya
Total AUM ₹8118 Cr ₹0 Cr
Funds Managed 7 9
Invesco India Multicap Fund - Growth Option Edelweiss Multi Cap Fund - Regular (G)

Market Cap

Scheme Name

Invesco India Multicap Fund - Growth Option

Edelweiss Multi Cap Fund - Regular (G)

Others 12.63 7.54
Large Cap 30.86 39.02
Mid Cap 30.73 24.56
Small Cap 25.77 28.88

Sector Allocation

Scheme Name

Invesco India Multicap Fund - Growth Option

Edelweiss Multi Cap Fund - Regular (G)

Others 0.76 0.72
Communication Services 2.07 1.68
Consumer Cyclical 24.78 13.65
Industrials 12.87 9.01
Healthcare 12.96 8.93
Financial Services 28.24 31.61
Real Estate 4.68 1.84
Technology 10.16 12.4
Basic Materials 3.48 8.62
Energy - 3.95
Consumer Defensive - 5.33
Utilities - 2.25

Top Comparisons

ICICI Prudential Banking and PSU Debt Fund - Growth ICICI Prudential Banking and PSU Debt Fund - Growth

3Y Returns7.62%

VS

Kotak Banking and PSU Debt - Growth Kotak Banking and PSU Debt - Growth

3Y Returns7.47%

Compare Now

ICICI Prudential Equity Arbitrage Fund - Growth ICICI Prudential Equity Arbitrage Fund - Growth

3Y Returns7.05%

VS

Edelweiss Arbitrage Fund- Regular Plan- Growth Option Edelweiss Arbitrage Fund- Regular Plan- Growth Option

3Y Returns7.05%

Compare Now

Sundaram Short Duration Fund Regular Growth Sundaram Short Duration Fund Regular Growth

3Y Returns7.34%

VS

Kotak Bond Short Term Plan-(Growth) Kotak Bond Short Term Plan-(Growth)

3Y Returns7.14%

Compare Now

Kotak Low Duration Fund- Regular Plan-Growth Option Kotak Low Duration Fund- Regular Plan-Growth Option

3Y Returns7.02%

VS

UTI Low Duration Fund - Regular Plan - Growth Option UTI Low Duration Fund - Regular Plan - Growth Option

3Y Returns7.45%

Compare Now
Add to Cart Successfully