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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) ₹4043 Cr ₹2883 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 2.3% 2.86%
6 Month 15.83% 17.3%
1 Year -5.04% -3.66%
3 Year 18.59% -
5 Year 21.84% -

SIP Return Analysis

Scheme Name Invesco India Multicap Fund - Growth Option Edelweiss Multi Cap Fund - Regular (G)
6 Month 2.54% 3.4%
1 Year 5.57% 8.03%
3 Year 16.91% -
5 Year 17.24% -

Rolling Lumpsum Returns

Scheme Name Invesco India Multicap Fund - Growth Option Edelweiss Multi Cap Fund - Regular (G)
1 Year 14.75% 10.35%
3 Year 18.04% -
5 Year 18.82% -

Risk Management

Scheme Name Invesco India Multicap Fund - Growth Option Edelweiss Multi Cap 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 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 12.57 4.59
Large Cap 29.6 40.69
Small Cap 29.89 30.35
Mid Cap 27.93 24.37

Sector Allocation

Scheme Name

Invesco India Multicap Fund - Growth Option

Edelweiss Multi Cap Fund - Regular (G)

Others 0.86 0.8
Communication Services 2.67 1.65
Technology 9.56 10.86
Consumer Defensive 3.18 6.27
Consumer Cyclical 21.33 14.83
Healthcare 11.19 10.93
Industrials 15.82 9.09
Basic Materials 6.51 6.93
Financial Services 26 30.26
Real Estate 2.88 1.88
Energy - 4.04
Utilities - 2.47

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