Kotak Multicap Fund vs Invesco India Multicap Fund compare

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Kotak Multicap Fund-Regular Plan-Growth

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Invesco India Multicap Fund - Growth Option

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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

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%

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%

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%

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%

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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

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

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