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) | ₹18513 Cr | ₹4182 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 | -4.1% | -4.03% |
6 Month | 5.17% | 2.42% |
1 Year | -4.89% | -0.09% |
3 Year | 21.54% | 19.28% |
5 Year | - | 23.43% |
SIP Return Analysis
Scheme Name | HDFC Multi Cap Fund - Growth Option | Invesco India Multicap Fund - Growth Option |
---|---|---|
6 Month | 6.64% | 6.02% |
1 Year | 7.22% | 4.92% |
3 Year | 19.65% | 19.2% |
5 Year | - | 18.95% |
Rolling Lumpsum Returns
Scheme Name | HDFC Multi Cap Fund - Growth Option | Invesco India Multicap Fund - Growth Option |
---|---|---|
1 Year | 28.23% | 14.75% |
3 Year | 22.78% | 18.04% |
5 Year | - | 18.82% |
Risk Management
Scheme Name | HDFC Multi Cap Fund - Growth Option | Invesco India Multicap Fund - Growth Option |
---|---|---|
Standard Deviation | 14.77% | 12.65% |
Sharp | 1.32% | 1.25% |
Beta | 1.01% | 0.94% |
Alpha | 5.18% | 0.93% |
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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 | 6.78 | 6.85 |
Large Cap | 41.71 | 41.24 |
Small Cap | 26.03 | 26.21 |
Mid Cap | 25.48 | 25.71 |
Sector Allocation
Scheme Name |
HDFC Multi Cap Fund - Growth Option |
Invesco India Multicap Fund - Growth Option |
---|---|---|
Others | 1.7 | 2.44 |
Financial Services | 28.77 | 19.92 |
Basic Materials | 7.36 | 11.84 |
Energy | 4.55 | - |
Utilities | 1.86 | 2.07 |
Technology | 10.73 | 9.47 |
Consumer Defensive | 2.9 | 8.01 |
Consumer Cyclical | 14.74 | 15.63 |
Healthcare | 8.74 | 11.09 |
Industrials | 13.58 | 15.06 |
Real Estate | 1.46 | 1.74 |
Communication Services | 3.62 | 2.73 |
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