Kotak Multicap Fund vs Invesco India Multicap Fund compare
Kotak Multicap Fund-Regular Plan-Growth
Invesco India Multicap Fund - Growth Option
Chart Comparison
Overview
Scheme Name | Kotak Multicap Fund-Regular Plan-Growth | Invesco India Multicap Fund - Growth Option |
---|---|---|
Fund | Kotak Multicap Fund-Regular Plan-Growth | Invesco India Multicap Fund - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹18904 Cr | ₹4182 Cr |
Min Investment | ₹100 | ₹1000 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 29 Sep 2021 | 17 Mar 2008 |
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 | 65.88% | 52% |
Expense Ratio | 1.65 | 1.9 |
Manager | Harsha Upadhyaya | Dhimant Kothari |
ISIN Code | INF174KA1HS9 | INF205K01DN2 |
Exits Load | Kotak Multicap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Invesco India Multicap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Kotak Multicap Fund-Regular Plan-Growth | Invesco India Multicap Fund - Growth Option |
---|---|---|
1 Month | -2.6% | -3.33% |
6 Month | 3.93% | 3.17% |
1 Year | -4.32% | 0.25% |
3 Year | 24.06% | 20.04% |
5 Year | - | 23.62% |
SIP Return Analysis
Scheme Name | Kotak Multicap Fund-Regular Plan-Growth | Invesco India Multicap Fund - Growth Option |
---|---|---|
6 Month | 6.09% | 6.02% |
1 Year | 4.86% | 4.92% |
3 Year | 21.02% | 19.2% |
5 Year | - | 18.95% |
Rolling Lumpsum Returns
Scheme Name | Kotak Multicap Fund-Regular Plan-Growth | Invesco India Multicap Fund - Growth Option |
---|---|---|
1 Year | 24.85% | 14.75% |
3 Year | 23.94% | 18.04% |
5 Year | - | 18.82% |
Risk Management
Scheme Name | Kotak Multicap Fund-Regular Plan-Growth | Invesco India Multicap Fund - Growth Option |
---|---|---|
Standard Deviation | 15.83% | 12.65% |
Sharp | 1.30% | 1.25% |
Beta | 1.08% | 0.94% |
Alpha | 5.19% | 0.93% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
Scheme Name | Kotak Multicap Fund-Regular Plan-Growth | Invesco India Multicap Fund - Growth Option |
---|---|---|
Name | Harsha Upadhyaya | Dhimant Kothari |
Total AUM | ₹139411 Cr | ₹8118 Cr |
Funds Managed | 11 | 7 |
Kotak Multicap Fund-Regular Plan-Growth | Invesco India Multicap Fund - Growth Option |
Market Cap
Scheme Name |
Kotak Multicap Fund-Regular Plan-Growth |
Invesco India Multicap Fund - Growth Option |
---|---|---|
Others | 2.01 | 6.85 |
Large Cap | 43.48 | 41.24 |
Small Cap | 28.06 | 26.21 |
Mid Cap | 26.46 | 25.71 |
Sector Allocation
Scheme Name |
Kotak Multicap Fund-Regular Plan-Growth |
Invesco India Multicap Fund - Growth Option |
---|---|---|
Others | 1.18 | 2.44 |
Energy | 3.7 | - |
Technology | 10.38 | 9.47 |
Basic Materials | 6 | 11.84 |
Consumer Cyclical | 19.91 | 15.63 |
Financial Services | 23.77 | 19.92 |
Consumer Defensive | 6.14 | 8.01 |
Communication Services | 7.91 | 2.73 |
Healthcare | 2.67 | 11.09 |
Industrials | 12.25 | 15.06 |
Utilities | 6.07 | 2.07 |
Real Estate | - | 1.74 |
Top Comparisons
SBI Technology Opportunities Fund Regular Growth
3Y Returns16.22%
Aditya Birla Sun Life Digital India Fund - Growth - Regular Plan
3Y Returns12.73%
Aditya Birla Sun Life Large & Mid Cap Fund - Regular Growth
3Y Returns14.5%
HSBC Large & Mid Cap Fund - Regular Growth
3Y Returns19.84%
Kotak Multi Asset Allocator Fund of Fund - Dynamic - Growth
3Y Returns19.24%
HSBC Multi Asset Active FOF - Growth
3Y Returns14.57%
Kotak Medium Term Fund - Growth
3Y Returns7.68%
UTI Medium Duration Fund - Regular Plan - Growth Option
3Y Returns7.09%