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) | ₹17620 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 | 2.31% | 1.15% |
6 Month | 7.38% | 3.38% |
1 Year | 0.78% | 4.13% |
3 Year | 26.38% | 22.96% |
5 Year | - | 24.8% |
SIP Return Analysis
Scheme Name | HDFC Multi Cap Fund - Growth Option | Invesco India Multicap Fund - Growth Option |
---|---|---|
6 Month | 10.28% | 8.01% |
1 Year | 10.84% | 6.32% |
3 Year | 20.82% | 19.64% |
5 Year | - | 19.26% |
Rolling Lumpsum Returns
Scheme Name | HDFC Multi Cap Fund - Growth Option | Invesco India Multicap Fund - Growth Option |
---|---|---|
1 Year | 28.73% | 14.92% |
3 Year | 20.65% | 17.84% |
5 Year | - | 18.59% |
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% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 | 5.47 | 6.62 |
Large Cap | 43.85 | 40.9 |
Small Cap | 26.19 | 26.51 |
Mid Cap | 24.49 | 25.96 |
Sector Allocation
Scheme Name |
HDFC Multi Cap Fund - Growth Option |
Invesco India Multicap Fund - Growth Option |
---|---|---|
Others | 1.71 | 2.45 |
Financial Services | 28.86 | 19.64 |
Basic Materials | 7.54 | 11.53 |
Energy | 4.59 | - |
Utilities | 1.86 | 2.16 |
Technology | 10.78 | 9.21 |
Consumer Defensive | 3.11 | 8.55 |
Consumer Cyclical | 14.61 | 15.47 |
Healthcare | 8.26 | 11.36 |
Industrials | 13.69 | 15.24 |
Real Estate | 1.41 | 1.78 |
Communication Services | 3.58 | 2.61 |
Top Comparisons
HDFC Value Fund - Growth Plan
3Y Returns23.87%
Tata Value Fund - Regular Plan - Growth Option
3Y Returns24.25%
Mirae Asset Banking and PSU Fund Regular Growth Plan
3Y Returns7.23%
UTI Banking & PSU Fund- Regular Plan - Growth Option
3Y Returns7.41%
Tata Multicap Fund - Regular Plan - Growth
3Y Returns0%
Tata Multicap Fund - Regular Plan - Growth
3Y Returns0%
ICICI Prudential Savings Fund - Growth
3Y Returns7.94%
UTI Low Duration Fund - Regular Plan - Growth Option
3Y Returns7.36%