Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

Kotak Multicap Fund vs Invesco India Multicap Fund compare

Link copied to clipboard!

tortoise-icon Kotak Multicap Fund-Regular Plan-Growth

Invest Now

tortoise-icon Invesco India Multicap Fund - Growth Option

Invest Now

Chart Comparison

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

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) ₹15726 Cr ₹3728 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 1.88
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 6.13% 6.93%
6 Month 0.53% 1.34%
1 Year 9.02% 12.84%
3 Year 27.81% 23.26%
5 Year - 26.55%

SIP Return Analysis

Scheme Name Kotak Multicap Fund-Regular Plan-Growth Invesco India Multicap Fund - Growth Option
6 Month 5.2% 4.56%
1 Year 1.79% 2.94%
3 Year 23.21% 20.63%
5 Year - 20.01%

Rolling Lumpsum Returns

Scheme Name Kotak Multicap Fund-Regular Plan-Growth Invesco India Multicap Fund - Growth Option
1 Year 29.52% 15.33%
3 Year 23.98% 18.01%
5 Year - 18.46%

Risk Management

Scheme Name Kotak Multicap Fund-Regular Plan-Growth Invesco India Multicap Fund - Growth Option
Standard Deviation 15.243% 12.65%
Sharp 0.994% 0.78%
Beta 1.05% 0.93%
Alpha 6.664% 1.39%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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 1.63 3.59
Large Cap 42.38 42.89
Small Cap 30.26 25.97
Mid Cap 25.73 27.55

Sector Allocation

Scheme Name

Kotak Multicap Fund-Regular Plan-Growth

Invesco India Multicap Fund - Growth Option

Others 1.57 3.59
Technology 11.69 -
Consumer Cyclical 21.99 -
Financial Services 21.24 -
Consumer Defensive 8 -
Communication Services 7.55 -
Basic Materials 4.36 -
Energy 2.78 -
Healthcare 2.58 -
Industrials 11.53 -
Utilities 6.72 -
Telecom - Services - 2.41
IT - Software - 8.67
Retailing - 6.8
Healthcare Services - 1.46
Non - Ferrous Metals - 0.71
Pharmaceuticals & Biotechnology - 6.36
Banks - 10.19
Electrical Equipment - 5.35
Cement & Cement Products - 3.12
Paper, Forest & Jute Products - 1.36
Ferrous Metals - 1.43
Power - 2.34
Automobiles - 1.81
Commercial Services & Supplies - 1.76
Finance - 3.89
Agricultural Food & other Products - 1.92
Industrial Products - 4.33
Beverages - 3.86
Healthcare Equipment & Supplies - 1.52
Realty - 2.53
Chemicals & Petrochemicals - 3.6
Aerospace & Defense - 2.04
Consumer Durables - 5.56
Auto Components - 3.21
Financial Technology (Fintech) - 1.67
Insurance - 1.02
Food Products - 1.67
Transport Services - 1.66
Industrial Manufacturing - 2.38
Capital Markets - 1.78

Top Comparisons

ICICI Prudential Commodities Fund - Growth Option ICICI Prudential Commodities Fund - Growth Option

3Y Returns19.57%

VS

Quant Quantamental Fund Regular - Growth Quant Quantamental Fund Regular - Growth

3Y Returns26.72%

Compare Now

ICICI Prudential Overnight Fund - Growth ICICI Prudential Overnight Fund - Growth

3Y Returns6.3%

VS

Aditya Birla Sun Life Overnight Fund-Regular Plan-Growth Aditya Birla Sun Life Overnight Fund-Regular Plan-Growth

3Y Returns6.28%

Compare Now

Nippon India Vision Fund-Growth Plan-Growth Option Nippon India Vision Fund-Growth Plan-Growth Option

3Y Returns24.84%

VS

LIC MF Large & Mid Cap Fund Regular-Growth LIC MF Large & Mid Cap Fund Regular-Growth

3Y Returns20.05%

Compare Now

ICICI Prudential Large & Mid Cap Fund - Growth ICICI Prudential Large & Mid Cap Fund - Growth

3Y Returns25.64%

VS

Motilal Oswal Large and Midcap Fund - Regular Plan Growth Motilal Oswal Large and Midcap Fund - Regular Plan Growth

3Y Returns31.71%

Compare Now
Add to Cart Successfully