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) | ₹4182 Cr | ₹2953 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 | 1.9 | 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 | -3.08% | -2.82% |
6 Month | 5.55% | 7.67% |
1 Year | 1.04% | -0.55% |
3 Year | 20.32% | - |
5 Year | 23.82% | - |
SIP Return Analysis
Scheme Name | Invesco India Multicap Fund - Growth Option | Edelweiss Multi Cap Fund - Regular (G) |
---|---|---|
6 Month | 6.02% | 6.08% |
1 Year | 4.92% | 5.02% |
3 Year | 19.2% | - |
5 Year | 18.95% | - |
Rolling Lumpsum Returns
Scheme Name | Invesco India Multicap Fund - Growth Option | Edelweiss Multi Cap Fund - Regular (G) |
---|---|---|
1 Year | 14.92% | 12.96% |
3 Year | 17.84% | - |
5 Year | 18.59% | - |
Risk Management
Scheme Name | Invesco India Multicap Fund - Growth Option | Edelweiss Multi Cap Fund - Regular (G) |
---|---|---|
Standard Deviation | 12.65% | - |
Sharp | 1.25% | - |
Beta | 0.94% | - |
Alpha | 0.93% | - |
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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 | 6.85 | 7.94 |
Large Cap | 41.24 | 40.74 |
Small Cap | 26.21 | 26.04 |
Mid Cap | 25.71 | 25.28 |
Sector Allocation
Scheme Name |
Invesco India Multicap Fund - Growth Option |
Edelweiss Multi Cap Fund - Regular (G) |
---|---|---|
Others | 2.44 | 2.75 |
Communication Services | 2.73 | 2.53 |
Technology | 9.47 | 10.11 |
Consumer Defensive | 8.01 | 5.41 |
Healthcare | 11.09 | 9.56 |
Consumer Cyclical | 15.63 | 12.4 |
Basic Materials | 11.84 | 7.78 |
Financial Services | 19.92 | 31.36 |
Industrials | 15.06 | 9.16 |
Utilities | 2.07 | 2.46 |
Real Estate | 1.74 | 2.11 |
Energy | - | 4.37 |
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