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) | ₹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 |
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