LIC MF Multi Cap Fund Regular vs Invesco India Multicap Fund compare

LIC MF Multi Cap Fund Regular vs Invesco India Multicap Fund compare

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Invesco India Multicap Fund - Growth Option

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LIC MF Multi Cap Fund Regular - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name	Invesco India Multicap Fund - Growth Option	LIC MF Multi Cap Fund Regular - Growth
Fund	Invesco India Multicap Fund - Growth Option	LIC MF Multi Cap Fund Regular - Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹4259 Cr	₹1823 Cr
Min Investment	₹1000	₹5000
Min SIP Invesment	₹500	₹200
Min Addl Investment	₹1000	₹500
Launch Date	17 Mar 2008	31 Oct 2022
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	52%	%
Expense Ratio	1.9	2.06
Manager	Dhimant Kothari	Yogesh Patil
ISIN Code	INF205K01DN2	INF767K01RH3
Exits Load	Invesco India Multicap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365	LIC MF Multi Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name	Invesco India Multicap Fund - Growth Option	LIC MF Multi Cap Fund Regular - Growth
1 Month	-3.11%	-2.27%
6 Month	-3.49%	1.47%
1 Year	-9.68%	-1.96%
3 Year	15.97%	19.54%
5 Year	17.47%	-

SIP Return Analysis

Scheme Name	Invesco India Multicap Fund - Growth Option	LIC MF Multi Cap Fund Regular - Growth
6 Month	-1.94%	1.16%
1 Year	3.3%	12.74%
3 Year	12.35%	16.95%
5 Year	14.27%	-

Rolling Lumpsum Returns

Scheme Name	Invesco India Multicap Fund - Growth Option	LIC MF Multi Cap Fund Regular - Growth
1 Year	14.1%	33.76%
3 Year	18.1%	-
5 Year	19.06%	-

Risk Management

Scheme Name	Invesco India Multicap Fund - Growth Option	LIC MF Multi Cap Fund Regular - Growth
Standard Deviation	12.65%	-
Sharp	0.8%	0.93%
Beta	0.96%	0.98%
Alpha	-0.24%	2%

Fund Managers

Scheme Name	Invesco India Multicap Fund - Growth Option	LIC MF Multi Cap Fund Regular - Growth
Name	Dhimant Kothari	Yogesh Patil
Total AUM	₹8118 Cr	₹5898 Cr
Funds Managed	7	7
	Invesco India Multicap Fund - Growth Option	LIC MF Multi Cap Fund Regular - Growth

Market Cap

Scheme Name	Invesco India Multicap Fund - Growth Option	LIC MF Multi Cap Fund Regular - Growth
Others	12.63	7.28
Large Cap	30.86	36.12
Mid Cap	30.73	26.54
Small Cap	25.77	30.06

Sector Allocation

Scheme Name	Invesco India Multicap Fund - Growth Option	LIC MF Multi Cap Fund Regular - Growth
Others	0.76	2.74
Communication Services	2.07	2.56
Consumer Cyclical	24.78	17.7
Industrials	12.87	15.07
Healthcare	12.96	8.8
Financial Services	28.24	21.27
Real Estate	4.68	1.27
Technology	10.16	9.35
Basic Materials	3.48	8.83
Energy	-	2.67
Consumer Defensive	-	8.45
Utilities	-	1.29

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