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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) | ₹4003 Cr | ₹3069 Cr | ₹3069 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 | 2.44% | 3.84% | 3.84% |
| 6 Month | -3.01% | -0.64% | -0.64% |
| 1 Year | 5.03% | -2.58% | -2.58% |
| 3 Year | 24.55% | - | - |
| 5 Year | 25% | - | - |
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 | 9.66% | 11.07% | 11.07% |
| 1 Year | 9.59% | 8.31% | 8.31% |
| 3 Year | 20.74% | - | - |
| 5 Year | 19.96% | - | - |
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 | 14.92% | 27.25% | 27.25% |
| 3 Year | 17.84% | - | - |
| 5 Year | 18.59% | - | - |
Risk Management
| Scheme Name | Invesco India Multicap Fund - Growth Option | Tata Multicap Fund - Regular Plan - Growth | Tata Multicap Fund - Regular Plan - Growth |
|---|---|---|---|
| Standard Deviation | 14.52% | - | - |
| Sharp | 1.18% | - | - |
| Beta | 0.96% | - | - |
| Alpha | 3.60% | - | - |
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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 | 2.47 | 3.85 | 3.85 |
| Large Cap | 43.5 | 45.67 | 45.67 |
| Small Cap | 26.51 | 25.55 | 25.55 |
| Mid Cap | 27.52 | 24.92 | 24.92 |
Sector Allocation
| Scheme Name |
Invesco India Multicap Fund - Growth Option |
Tata Multicap Fund - Regular Plan - Growth |
Tata Multicap Fund - Regular Plan - Growth |
|---|---|---|---|
| Others | 2.47 | 2.48 | 2.48 |
| Telecom - Services | 2.61 | - | - |
| IT - Software | 7.67 | - | - |
| Food Products | 2.32 | - | - |
| Retailing | 7.53 | - | - |
| Healthcare Services | 3.13 | - | - |
| Non - Ferrous Metals | 0.73 | - | - |
| Pharmaceuticals & Biotechnology | 5.1 | - | - |
| Banks | 11.45 | - | - |
| Electrical Equipment | 3.67 | - | - |
| Cement & Cement Products | 3.6 | - | - |
| Paper, Forest & Jute Products | 1.06 | - | - |
| Ferrous Metals | 1.77 | - | - |
| Power | 2.17 | - | - |
| Automobiles | 1.55 | - | - |
| Commercial Services & Supplies | 1.56 | - | - |
| Finance | 4.49 | - | - |
| Agricultural Food & other Products | 1.93 | - | - |
| Industrial Products | 3.98 | - | - |
| Beverages | 4.29 | - | - |
| Healthcare Equipment & Supplies | 1.51 | - | - |
| Realty | 1.78 | - | - |
| Chemicals & Petrochemicals | 4.35 | - | - |
| Aerospace & Defense | 2.09 | - | - |
| Consumer Durables | 6.01 | - | - |
| Auto Components | 3.17 | - | - |
| Financial Technology (Fintech) | 1.69 | - | - |
| Insurance | 1.02 | - | - |
| Transport Services | 1.5 | - | - |
| Industrial Manufacturing | 1.79 | - | - |
| Capital Markets | 2.01 | - | - |
| Energy | - | 4.79 | 4.79 |
| Technology | - | 10.51 | 10.51 |
| Consumer Cyclical | - | 12.69 | 12.69 |
| Industrials | - | 12.91 | 12.91 |
| Financial Services | - | 31.09 | 31.09 |
| Healthcare | - | 7.7 | 7.7 |
| Basic Materials | - | 7.13 | 7.13 |
| Communication Services | - | 4.33 | 4.33 |
| Real Estate | - | 1.84 | 1.84 |
| Utilities | - | 3.34 | 3.34 |
| Consumer Defensive | - | 1.19 | 1.19 |
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