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Invesco India Multicap Fund vs Tata Multicap Fund compare

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tortoise-icon Invesco India Multicap Fund - Growth Option

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tortoise-icon Tata Multicap Fund - Regular Plan - Growth

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tortoise-icon Tata Multicap Fund - Regular Plan - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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 ₹2935 Cr ₹2935 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 2.5% 2.74% 2.74%
6 Month -3.91% -1.98% -1.98%
1 Year 5.5% -2.01% -2.01%
3 Year 25.46% - -
5 Year 24.78% - -

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 6.21% 6.63% 6.63%
1 Year 3.71% 1.16% 1.16%
3 Year 19.98% - -
5 Year 19.62% - -

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 12.65% - -
Sharp 1% - -
Beta 0.94% - -
Alpha 1.05% - -

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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 2.39 8.65 8.65
Large Cap 44.59 36.4 36.4
Small Cap 25.03 28.67 28.67
Mid Cap 27.99 26.28 26.28

Sector Allocation

Scheme Name

Invesco India Multicap Fund - Growth Option

Tata Multicap Fund - Regular Plan - Growth

Tata Multicap Fund - Regular Plan - Growth

Others 2.39 7.05 7.05
Telecom - Services 2.79 - -
IT - Software 7.66 - -
Food Products 1.95 - -
Retailing 7.21 - -
Healthcare Services 2.7 - -
Non - Ferrous Metals 0.77 - -
Pharmaceuticals & Biotechnology 5.54 - -
Banks 11.95 - -
Electrical Equipment 3.76 - -
Cement & Cement Products 3.59 - -
Paper, Forest & Jute Products 0.99 - -
Ferrous Metals 1.52 - -
Power 2.3 - -
Automobiles 1.62 - -
Commercial Services & Supplies 1.64 - -
Finance 4.48 - -
Agricultural Food & other Products 2.16 - -
Industrial Products 3.57 - -
Beverages 4.78 - -
Healthcare Equipment & Supplies 1.68 - -
Realty 1.97 - -
Chemicals & Petrochemicals 3.92 - -
Aerospace & Defense 2.05 - -
Consumer Durables 6.04 - -
Auto Components 3.09 - -
Financial Technology (Fintech) 1.65 - -
Insurance 0.97 - -
Transport Services 1.64 - -
Industrial Manufacturing 1.64 - -
Capital Markets 1.98 - -
Energy - 4.21 4.21
Technology - 5.47 5.47
Consumer Cyclical - 16.02 16.02
Consumer Defensive - 1.07 1.07
Industrials - 14.86 14.86
Financial Services - 26.7 26.7
Healthcare - 4.16 4.16
Basic Materials - 7.15 7.15
Utilities - 4.01 4.01
Communication Services - 4.36 4.36
Real Estate - 4.94 4.94

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