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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) | ₹22281 Cr | ₹4259 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 | 0.68% | -1.22% |
| 6 Month | 7.54% | -2.71% |
| 1 Year | 6.17% | -5.83% |
| 3 Year | 25.02% | 18.37% |
| 5 Year | - | 17.64% |
SIP Return Analysis
| Scheme Name | Kotak Multicap Fund-Regular Plan-Growth | Invesco India Multicap Fund - Growth Option |
|---|---|---|
| 6 Month | 1.87% | -3.52% |
| 1 Year | 15.17% | -0.47% |
| 3 Year | 18.66% | 11.54% |
| 5 Year | - | 14.07% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Multicap Fund-Regular Plan-Growth | Invesco India Multicap Fund - Growth Option |
|---|---|---|
| 1 Year | 23.75% | 14.1% |
| 3 Year | 23.38% | 18.1% |
| 5 Year | - | 19.06% |
Risk Management
| Scheme Name | Kotak Multicap Fund-Regular Plan-Growth | Invesco India Multicap Fund - Growth Option |
|---|---|---|
| Standard Deviation | 15.17% | 12.65% |
| Sharp | 1.01% | 0.8% |
| Beta | 1.04% | 0.96% |
| Alpha | 3.71% | -0.24% |
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 | 7.45 | 12.63 |
| Large Cap | 42.76 | 30.86 |
| Mid Cap | 21.38 | 30.73 |
| Small Cap | 28.41 | 25.77 |
Sector Allocation
| Scheme Name |
Kotak Multicap Fund-Regular Plan-Growth |
Invesco India Multicap Fund - Growth Option |
|---|---|---|
| Others | 1.29 | 0.76 |
| Energy | 2.87 | - |
| Technology | 7.92 | 10.16 |
| Basic Materials | 5.38 | 3.48 |
| Consumer Cyclical | 19.8 | 24.78 |
| Financial Services | 27.23 | 28.24 |
| Communication Services | 8.4 | 2.07 |
| Healthcare | 2.52 | 12.96 |
| Industrials | 11.44 | 12.87 |
| Utilities | 5.11 | - |
| Consumer Defensive | 8.03 | - |
| Real Estate | - | 4.68 |
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