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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) | ₹19227 Cr | ₹4043 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 | 5.09% | 2.8% |
| 6 Month | 20.56% | 15.56% |
| 1 Year | -2.17% | -4.62% |
| 3 Year | 23.13% | 18.77% |
| 5 Year | - | 22.02% |
SIP Return Analysis
| Scheme Name | Kotak Multicap Fund-Regular Plan-Growth | Invesco India Multicap Fund - Growth Option |
|---|---|---|
| 6 Month | 5.11% | 2.54% |
| 1 Year | 12% | 5.57% |
| 3 Year | 20.31% | 16.91% |
| 5 Year | - | 17.24% |
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 | 15.29% | 12.65% |
| Sharp | 0.95% | 0.83% |
| Beta | 1.09% | 0.95% |
| Alpha | 5.86% | 0.81% |
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 | 4.25 | 12.57 |
| Large Cap | 41.47 | 29.6 |
| Mid Cap | 23.79 | 27.93 |
| Small Cap | 30.48 | 29.89 |
Sector Allocation
| Scheme Name |
Kotak Multicap Fund-Regular Plan-Growth |
Invesco India Multicap Fund - Growth Option |
|---|---|---|
| Others | 3.25 | 0.86 |
| Energy | 3.16 | - |
| Technology | 8.73 | 9.56 |
| Basic Materials | 7.61 | 6.51 |
| Consumer Cyclical | 20.91 | 21.33 |
| Financial Services | 22.75 | 26 |
| Communication Services | 7.24 | 2.67 |
| Healthcare | 2.69 | 11.19 |
| Industrials | 12.63 | 15.82 |
| Utilities | 5.29 | - |
| Consumer Defensive | 5.74 | 3.18 |
| Real Estate | - | 2.88 |
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