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) | ₹19911 Cr | ₹4259 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 | -0.8% | -3.06% |
| 6 Month | -0.52% | -5.32% |
| 1 Year | 2.41% | -6.7% |
| 3 Year | 20.13% | 16.84% |
| 5 Year | - | 17.03% |
SIP Return Analysis
| Scheme Name | HDFC Multi Cap Fund - Growth Option | Invesco India Multicap Fund - Growth Option |
|---|---|---|
| 6 Month | 1% | -2.09% |
| 1 Year | 10.19% | 1.27% |
| 3 Year | 14.09% | 11.39% |
| 5 Year | - | 13.9% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Multi Cap Fund - Growth Option | Invesco India Multicap Fund - Growth Option |
|---|---|---|
| 1 Year | 27.42% | 14.1% |
| 3 Year | 21.54% | 18.1% |
| 5 Year | - | 19.06% |
Risk Management
| Scheme Name | HDFC Multi Cap Fund - Growth Option | Invesco India Multicap Fund - Growth Option |
|---|---|---|
| Standard Deviation | 14.10% | 12.65% |
| Sharp | 0.90% | 0.8% |
| Beta | 0.98% | 0.96% |
| Alpha | 1.76% | -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 | 8.14 | 12.63 |
| Large Cap | 42.17 | 30.86 |
| Small Cap | 22.3 | 25.77 |
| Mid Cap | 27.39 | 30.73 |
Sector Allocation
| Scheme Name |
HDFC Multi Cap Fund - Growth Option |
Invesco India Multicap Fund - Growth Option |
|---|---|---|
| Others | 2.24 | 0.76 |
| Energy | 4.66 | - |
| Utilities | 2.13 | - |
| Technology | 10.58 | 10.16 |
| Consumer Defensive | 6.21 | - |
| Financial Services | 28.03 | 28.24 |
| Industrials | 10.68 | 12.87 |
| Consumer Cyclical | 16.96 | 24.78 |
| Basic Materials | 4.92 | 3.48 |
| Healthcare | 8.28 | 12.96 |
| Real Estate | 2.05 | 4.68 |
| Communication Services | 3.26 | 2.07 |
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