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Edelweiss Multi Cap Fund vs Invesco India Multicap Fund compare

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tortoise-icon Invesco India Multicap Fund - Growth Option

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

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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) ₹4130 Cr ₹3175 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 -7.29% -4.05%
6 Month -11.32% -2.81%
1 Year -5.62% 3.97%
3 Year 14.31% -
5 Year 14.94% -

SIP Return Analysis

Scheme Name Invesco India Multicap Fund - Growth Option Edelweiss Multi Cap Fund - Regular (G)
6 Month -8.93% -2.51%
1 Year -13.72% 1.4%
3 Year 5.52% -
5 Year 10.54% -

Rolling Lumpsum Returns

Scheme Name Invesco India Multicap Fund - Growth Option Edelweiss Multi Cap Fund - Regular (G)
1 Year 13.96% 4.94%
3 Year 18.07% -
5 Year 18.99% -

Risk Management

Scheme Name Invesco India Multicap Fund - Growth Option Edelweiss Multi Cap Fund - Regular (G)
Standard Deviation 12.65% -
Sharp 0.76% -
Beta 0.97% -
Alpha -1.46% -

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 16.4 10.59
Large Cap 30.34 38.9
Mid Cap 29.91 23.22
Small Cap 23.34 27.3

Sector Allocation

Scheme Name

Invesco India Multicap Fund - Growth Option

Edelweiss Multi Cap Fund - Regular (G)

Others 0.52 1.65
Communication Services 2.39 1.67
Consumer Cyclical 23.58 13.64
Industrials 12.7 9.17
Healthcare 13.25 8
Financial Services 30.61 32.01
Real Estate 4.77 1.83
Technology 8.64 10.46
Basic Materials 3.53 9.42
Energy - 4.02
Consumer Defensive - 5.88
Utilities - 2.26

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