Invesco India Multicap Fund vs Edelweiss Multi Cap Fund compare
Invesco India Multicap Fund - Growth Option
Edelweiss Multi Cap Fund - Regular (G)
Chart Comparison
Overview
Scheme Name | Invesco India Multicap Fund - Growth Option | Edelweiss Multi Cap Fund - Regular (G) |
---|---|---|
Fund | Invesco India Multicap Fund - Growth Option | Edelweiss Multi Cap Fund - Regular (G) |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹3728 Cr | ₹2506 Cr |
Min Investment | ₹1000 | ₹100 |
Min SIP Invesment | ₹500 | ₹100 |
Min Addl Investment | ₹1000 | ₹100 |
Launch Date | 17 Mar 2008 | 25 Oct 2023 |
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 | 52% | % |
Expense Ratio | 1.88 | 1.94 |
Manager | Dhimant Kothari | Trideep Bhattacharya |
ISIN Code | INF205K01DN2 | INF754K01RW0 |
Exits Load | Invesco India Multicap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Edelweiss Multi Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Invesco India Multicap Fund - Growth Option | Edelweiss Multi Cap Fund - Regular (G) |
---|---|---|
1 Month | 2.7% | 3.09% |
6 Month | -6.53% | -6.53% |
1 Year | 7.5% | 7.91% |
3 Year | 18.04% | - |
5 Year | 24.26% | - |
SIP Return Analysis
Scheme Name | Invesco India Multicap Fund - Growth Option | Edelweiss Multi Cap Fund - Regular (G) |
---|---|---|
6 Month | -1.44% | -0.22% |
1 Year | -6.15% | -5.69% |
3 Year | 18.04% | - |
5 Year | 18.74% | - |
Rolling Lumpsum Returns
Scheme Name | Invesco India Multicap Fund - Growth Option | Edelweiss Multi Cap Fund - Regular (G) |
---|---|---|
1 Year | 15.33% | 33.22% |
3 Year | 18.01% | - |
5 Year | 18.46% | - |
Risk Management
Scheme Name | Invesco India Multicap Fund - Growth Option | Edelweiss Multi Cap Fund - Regular (G) |
---|---|---|
Standard Deviation | 12.65% | - |
Sharp | 0.59% | - |
Beta | 0.94% | - |
Alpha | 0.86% | - |
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Fund Managers
Scheme Name | Invesco India Multicap Fund - Growth Option | Edelweiss Multi Cap Fund - Regular (G) |
---|---|---|
Name | Dhimant Kothari | Trideep Bhattacharya |
Total AUM | ₹8118 Cr | ₹0 Cr |
Funds Managed | 7 | 9 |
Invesco India Multicap Fund - Growth Option | Edelweiss Multi Cap Fund - Regular (G) |
Market Cap
Scheme Name |
Invesco India Multicap Fund - Growth Option |
Edelweiss Multi Cap Fund - Regular (G) |
---|---|---|
Others | 6.1 | 3.11 |
Large Cap | 39.82 | 44.56 |
Small Cap | 25.76 | 25.08 |
Mid Cap | 28.31 | 27.24 |
Sector Allocation
Scheme Name |
Invesco India Multicap Fund - Growth Option |
Edelweiss Multi Cap Fund - Regular (G) |
---|---|---|
Others | 3.77 | 2.08 |
Communication Services | 2.33 | 2.63 |
Technology | 10.91 | 13.48 |
Consumer Cyclical | 14.89 | 13.9 |
Healthcare | 11.53 | 9.29 |
Financial Services | 17.27 | 27.99 |
Industrials | 17.74 | 12.31 |
Basic Materials | 9.08 | 5.25 |
Utilities | 2.38 | 1.95 |
Consumer Defensive | 7.3 | 6 |
Real Estate | 2.82 | 2.55 |
Energy | - | 2.57 |
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