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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) ₹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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