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) | ₹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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