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Invesco India Multicap Fund vs Tata Multicap Fund compare
Invesco India Multicap Fund - Growth Option
Tata Multicap Fund - Regular Plan - Growth
Tata Multicap Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Invesco India Multicap Fund - Growth Option | Tata Multicap Fund - Regular Plan - Growth | Tata Multicap Fund - Regular Plan - Growth |
|---|---|---|---|
| Fund | Invesco India Multicap Fund - Growth Option | Tata Multicap Fund - Regular Plan - Growth | Tata Multicap Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth | Growth |
| Level of Risk | Very High | Very High | Very High |
| Asset Size (Cr) | ₹4259 Cr | ₹3227 Cr | ₹3227 Cr |
| Min Investment | ₹1000 | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹150 | ₹150 |
| Min Addl Investment | ₹1000 | ₹1000 | ₹1000 |
| Launch Date | 17 Mar 2008 | 02 Feb 2023 | 02 Feb 2023 |
| Category | Multi Cap | Multi Cap | Multi Cap |
| Fund Type | Open Ended | Open Ended | Open Ended |
| Benchmark | Nifty 500 Multicap 50:25:25 TRI | Nifty 500 Multicap 50:25:25 TRI | Nifty 500 Multicap 50:25:25 TRI |
| Turn Over | 52% | 3.53% | 3.53% |
| Expense Ratio | 1.9 | 1.89 | 1.89 |
| Manager | Dhimant Kothari | Rahul Singh | Rahul Singh |
| ISIN Code | INF205K01DN2 | INF277KA1703 | INF277KA1703 |
| 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 | Tata Multicap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Tata Multicap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Invesco India Multicap Fund - Growth Option | Tata Multicap Fund - Regular Plan - Growth | Tata Multicap Fund - Regular Plan - Growth |
|---|---|---|---|
| 1 Month | -3.65% | -0.55% | -0.55% |
| 6 Month | -5.86% | 2.16% | 2.16% |
| 1 Year | -7.2% | 2.41% | 2.41% |
| 3 Year | 16.78% | - | - |
| 5 Year | 17.08% | - | - |
SIP Return Analysis
| Scheme Name | Invesco India Multicap Fund - Growth Option | Tata Multicap Fund - Regular Plan - Growth | Tata Multicap Fund - Regular Plan - Growth |
|---|---|---|---|
| 6 Month | -2.09% | 3.23% | 3.23% |
| 1 Year | 1.27% | 15.88% | 15.88% |
| 3 Year | 11.39% | - | - |
| 5 Year | 13.9% | - | - |
Rolling Lumpsum Returns
| Scheme Name | Invesco India Multicap Fund - Growth Option | Tata Multicap Fund - Regular Plan - Growth | Tata Multicap Fund - Regular Plan - Growth |
|---|---|---|---|
| 1 Year | 14.1% | 19.44% | 19.44% |
| 3 Year | 18.1% | - | - |
| 5 Year | 19.06% | - | - |
Risk Management
| Scheme Name | Invesco India Multicap Fund - Growth Option | Tata Multicap Fund - Regular Plan - Growth | Tata Multicap Fund - Regular Plan - Growth |
|---|---|---|---|
| Standard Deviation | 12.65% | - | - |
| Sharp | 0.8% | - | - |
| Beta | 0.96% | - | - |
| Alpha | -0.24% | - | - |
Fund Managers
| Scheme Name | Invesco India Multicap Fund - Growth Option | Tata Multicap Fund - Regular Plan - Growth | Tata Multicap Fund - Regular Plan - Growth |
|---|---|---|---|
| Name | Dhimant Kothari | Rahul Singh | Rahul Singh |
| Total AUM | ₹8118 Cr | ₹19760 Cr | ₹19760 Cr |
| Funds Managed | 7 | 9 | 9 |
| Invesco India Multicap Fund - Growth Option | Tata Multicap Fund - Regular Plan - Growth | Tata Multicap Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
Invesco India Multicap Fund - Growth Option |
Tata Multicap Fund - Regular Plan - Growth |
Tata Multicap Fund - Regular Plan - Growth |
|---|---|---|---|
| Others | 12.63 | 3.85 | 3.85 |
| Large Cap | 30.86 | 43.52 | 43.52 |
| Mid Cap | 30.73 | 25.09 | 25.09 |
| Small Cap | 25.77 | 27.55 | 27.55 |
Sector Allocation
| Scheme Name |
Invesco India Multicap Fund - Growth Option |
Tata Multicap Fund - Regular Plan - Growth |
Tata Multicap Fund - Regular Plan - Growth |
|---|---|---|---|
| Others | 0.76 | 1.53 | 1.53 |
| Communication Services | 2.07 | 4.07 | 4.07 |
| Consumer Cyclical | 24.78 | 12.84 | 12.84 |
| Industrials | 12.87 | 15.12 | 15.12 |
| Healthcare | 12.96 | 8.3 | 8.3 |
| Financial Services | 28.24 | 28.37 | 28.37 |
| Real Estate | 4.68 | 2.36 | 2.36 |
| Technology | 10.16 | 11.52 | 11.52 |
| Basic Materials | 3.48 | 7.25 | 7.25 |
| Energy | - | 3.4 | 3.4 |
| Consumer Defensive | - | 2 | 2 |
| Utilities | - | 3.24 | 3.24 |
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