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) | ₹4043 Cr | ₹2883 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 | 1.51% | 2.21% |
6 Month | 14.94% | 16.56% |
1 Year | -5.63% | -3.88% |
3 Year | 17.51% | - |
5 Year | 21.75% | - |
SIP Return Analysis
Scheme Name | Invesco India Multicap Fund - Growth Option | Edelweiss Multi Cap Fund - Regular (G) |
---|---|---|
6 Month | 2.54% | 3.4% |
1 Year | 5.57% | 8.03% |
3 Year | 16.91% | - |
5 Year | 17.24% | - |
Rolling Lumpsum Returns
Scheme Name | Invesco India Multicap Fund - Growth Option | Edelweiss Multi Cap Fund - Regular (G) |
---|---|---|
1 Year | 14.75% | 10.35% |
3 Year | 18.04% | - |
5 Year | 18.82% | - |
Risk Management
Scheme Name | Invesco India Multicap Fund - Growth Option | Edelweiss Multi Cap Fund - Regular (G) |
---|---|---|
Standard Deviation | 12.65% | - |
Sharp | 0.83% | - |
Beta | 0.95% | - |
Alpha | 0.81% | - |
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 | 12.55 | 5.43 |
Large Cap | 33.42 | 40.68 |
Small Cap | 28.46 | 29.84 |
Mid Cap | 25.56 | 24.05 |
Sector Allocation
Scheme Name |
Invesco India Multicap Fund - Growth Option |
Edelweiss Multi Cap Fund - Regular (G) |
---|---|---|
Others | 2.24 | 1.56 |
Communication Services | 2.64 | 1.65 |
Technology | 9.35 | 9.63 |
Consumer Defensive | 3.13 | 5.98 |
Healthcare | 11.49 | 11.85 |
Industrials | 15.91 | 8.73 |
Consumer Cyclical | 18.15 | 13.74 |
Basic Materials | 7.01 | 7.2 |
Financial Services | 27.17 | 30.97 |
Utilities | 0 | 2.5 |
Real Estate | 2.9 | 1.97 |
Energy | - | 4.22 |
Top Comparisons
Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option
3Y Returns13.34%
Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth
3Y Returns17.84%
Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option
3Y Returns20.2%
UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option
3Y Returns15.27%
Kotak Large Cap Fund - Growth
3Y Returns14.39%
Edelweiss Large Cap Fund - Regular Plan - Growth Option
3Y Returns14.62%
Nippon India Small Cap Fund - Growth Plan - Bonus Option
3Y Returns27.3%
UTI Small Cap Fund - Regular Plan - Growth Option
3Y Returns17.25%