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HDFC Multi Cap Fund vs Invesco India Multicap Fund compare

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tortoise-icon HDFC Multi Cap Fund - Growth Option

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tortoise-icon Invesco India Multicap Fund - Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹16089 Cr ₹3728 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 1.88
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 3.51% 3.24%
6 Month -5.27% -6.14%
1 Year 4.7% 8.63%
3 Year 21.52% 18.28%
5 Year - 24.93%

SIP Return Analysis

Scheme Name HDFC Multi Cap Fund - Growth Option Invesco India Multicap Fund - Growth Option
6 Month 0.23% -1.44%
1 Year -7.23% -6.15%
3 Year 18.77% 18.04%
5 Year - 18.74%

Rolling Lumpsum Returns

Scheme Name HDFC Multi Cap Fund - Growth Option Invesco India Multicap Fund - Growth Option
1 Year 31.47% 15.33%
3 Year 21.88% 18.01%
5 Year - 18.46%

Risk Management

Scheme Name HDFC Multi Cap Fund - Growth Option Invesco India Multicap Fund - Growth Option
Standard Deviation 14.34% 12.65%
Sharp 0.933% 0.59%
Beta 0.985% 0.94%
Alpha 5.43% 0.86%

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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 2.25 6.1
Large Cap 43.73 39.82
Small Cap 26.44 25.76
Mid Cap 27.59 28.31

Sector Allocation

Scheme Name

HDFC Multi Cap Fund - Growth Option

Invesco India Multicap Fund - Growth Option

Others 1.51 3.77
Basic Materials 7.59 9.08
Energy 4.66 -
Utilities 2.01 2.38
Technology 12.23 10.91
Consumer Defensive 3.44 7.3
Financial Services 28.16 17.27
Consumer Cyclical 14.88 14.89
Healthcare 8.27 11.53
Industrials 13.14 17.74
Communication Services 3.14 2.33
Real Estate 0.96 2.82

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