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) | ₹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 | 3.16% | 2.7% |
6 Month | -6.37% | -6.53% |
1 Year | 4.38% | 7.5% |
3 Year | 22.27% | 18.04% |
5 Year | - | 24.26% |
SIP Return Analysis
Scheme Name | Kotak Multicap Fund-Regular Plan-Growth | Invesco India Multicap Fund - Growth Option |
---|---|---|
6 Month | -0.42% | -1.44% |
1 Year | -7.39% | -6.15% |
3 Year | 20.99% | 18.04% |
5 Year | - | 18.74% |
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% | 0.59% |
Beta | 1.05% | 0.94% |
Alpha | 6.664% | 0.86% |
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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 | 6.1 |
Large Cap | 42.38 | 39.82 |
Small Cap | 30.26 | 25.76 |
Mid Cap | 25.73 | 28.31 |
Sector Allocation
Scheme Name |
Kotak Multicap Fund-Regular Plan-Growth |
Invesco India Multicap Fund - Growth Option |
---|---|---|
Others | 1.57 | 3.77 |
Technology | 11.69 | 10.91 |
Consumer Cyclical | 21.99 | 14.89 |
Financial Services | 21.24 | 17.27 |
Consumer Defensive | 8 | 7.3 |
Communication Services | 7.55 | 2.33 |
Basic Materials | 4.36 | 9.08 |
Energy | 2.78 | - |
Healthcare | 2.58 | 11.53 |
Industrials | 11.53 | 17.74 |
Utilities | 6.72 | 2.38 |
Real Estate | - | 2.82 |
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