HDFC Multi Cap Fund vs Invesco India Multicap Fund compare
HDFC Multi Cap Fund - Growth Option
Invesco India Multicap Fund - Growth Option
Chart Comparison
Overview
| Scheme Name | HDFC Multi Cap Fund - Growth Option | Invesco India Multicap Fund - Growth Option |
|---|---|---|
| Fund | HDFC Multi Cap Fund - Growth Option | Invesco India Multicap Fund - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹18675 Cr | ₹4084 Cr |
| Min Investment | ₹100 | ₹1000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 07 Dec 2021 | 17 Mar 2008 |
| 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 | 11.16% | 52% |
| Expense Ratio | 1.68 | 1.9 |
| Manager | Dhruv Muchhal | Dhimant Kothari |
| ISIN Code | INF179KC1BV9 | INF205K01DN2 |
| Exits Load | HDFC Multicap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Invesco India Multicap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | HDFC Multi Cap Fund - Growth Option | Invesco India Multicap Fund - Growth Option |
|---|---|---|
| 1 Month | 3.25% | 2.8% |
| 6 Month | 9.96% | 6.21% |
| 1 Year | 3.5% | -0.8% |
| 3 Year | 21.17% | 18.08% |
| 5 Year | - | 22.12% |
SIP Return Analysis
| Scheme Name | HDFC Multi Cap Fund - Growth Option | Invesco India Multicap Fund - Growth Option |
|---|---|---|
| 6 Month | 0.12% | -1.38% |
| 1 Year | 7.76% | 1.78% |
| 3 Year | 14.63% | 13.45% |
| 5 Year | - | 15.11% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Multi Cap Fund - Growth Option | Invesco India Multicap Fund - Growth Option |
|---|---|---|
| 1 Year | 27.42% | 14.47% |
| 3 Year | 21.54% | 18.1% |
| 5 Year | - | 18.96% |
Risk Management
| Scheme Name | HDFC Multi Cap Fund - Growth Option | Invesco India Multicap Fund - Growth Option |
|---|---|---|
| Standard Deviation | 14.10% | 12.65% |
| Sharp | 0.98% | 0.83% |
| Beta | 0.98% | 0.96% |
| Alpha | 2.07% | -0.24% |
Fund Managers
| Scheme Name | HDFC Multi Cap Fund - Growth Option | Invesco India Multicap Fund - Growth Option |
|---|---|---|
| Name | Dhruv Muchhal | Dhimant Kothari |
| Total AUM | ₹520687 Cr | ₹8118 Cr |
| Funds Managed | 40 | 7 |
| HDFC Multi Cap Fund - Growth Option | Invesco India Multicap Fund - Growth Option |
Market Cap
| Scheme Name |
HDFC Multi Cap Fund - Growth Option |
Invesco India Multicap Fund - Growth Option |
|---|---|---|
| Others | 8.68 | 12.56 |
| Large Cap | 41.33 | 32.97 |
| Small Cap | 22.66 | 27.43 |
| Mid Cap | 27.33 | 27.03 |
Sector Allocation
| Scheme Name |
HDFC Multi Cap Fund - Growth Option |
Invesco India Multicap Fund - Growth Option |
|---|---|---|
| Others | 3.83 | 0.96 |
| Financial Services | 27.16 | 26.34 |
| Energy | 4.78 | - |
| Utilities | 1.81 | - |
| Technology | 10.21 | 9.63 |
| Consumer Defensive | 4.92 | 2.74 |
| Consumer Cyclical | 16 | 24.81 |
| Healthcare | 8.31 | 11.37 |
| Industrials | 11.29 | 14 |
| Basic Materials | 6.62 | 5 |
| Real Estate | 1.78 | 2.97 |
| Communication Services | 3.28 | 2.18 |
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