Edelweiss Multi Cap Fund vs Invesco India Multicap Fund compare
Invesco India Multicap Fund - Growth Option
Edelweiss Multi Cap Fund - Regular (G)
Chart Comparison
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) | ₹4182 Cr | ₹2791 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 | -0.6% | 0.3% |
6 Month | 0.84% | 3.22% |
1 Year | 4.15% | 2.19% |
3 Year | 22.64% | - |
5 Year | 24.31% | - |
SIP Return Analysis
Scheme Name | Invesco India Multicap Fund - Growth Option | Edelweiss Multi Cap Fund - Regular (G) |
---|---|---|
6 Month | 8.01% | 8.93% |
1 Year | 6.32% | 7.71% |
3 Year | 19.64% | - |
5 Year | 19.26% | - |
Rolling Lumpsum Returns
Scheme Name | Invesco India Multicap Fund - Growth Option | Edelweiss Multi Cap Fund - Regular (G) |
---|---|---|
1 Year | 14.92% | 12.96% |
3 Year | 17.84% | - |
5 Year | 18.59% | - |
Risk Management
Scheme Name | Invesco India Multicap Fund - Growth Option | Edelweiss Multi Cap Fund - Regular (G) |
---|---|---|
Standard Deviation | 12.65% | - |
Sharp | 1.25% | - |
Beta | 0.94% | - |
Alpha | 0.93% | - |
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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 | 6.62 | 7.8 |
Large Cap | 40.9 | 42.07 |
Small Cap | 26.51 | 25.66 |
Mid Cap | 25.96 | 24.47 |
Sector Allocation
Scheme Name |
Invesco India Multicap Fund - Growth Option |
Edelweiss Multi Cap Fund - Regular (G) |
---|---|---|
Others | 2.45 | 4.31 |
Communication Services | 2.61 | 2.5 |
Technology | 9.21 | 9.2 |
Consumer Defensive | 8.55 | 5.71 |
Healthcare | 11.36 | 10.23 |
Consumer Cyclical | 15.47 | 12.36 |
Basic Materials | 11.53 | 7.73 |
Financial Services | 19.64 | 30.46 |
Industrials | 15.24 | 9.47 |
Utilities | 2.16 | 2.6 |
Real Estate | 1.78 | 2.01 |
Energy | - | 3.42 |
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