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Kotak Multicap Fund vs Invesco India Multicap Fund compare

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tortoise-icon Kotak Multicap Fund-Regular Plan-Growth

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tortoise-icon 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

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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