Quant Active Fund vs Invesco India Multicap Fund compare
Invesco India Multicap Fund - Growth Option
Quant Multi Cap Fund-Growth
Chart Comparison
Overview
| Scheme Name | Invesco India Multicap Fund - Growth Option | Quant Multi Cap Fund-Growth |
|---|---|---|
| Fund | Invesco India Multicap Fund - Growth Option | Quant Multi Cap Fund-Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Average |
| Asset Size (Cr) | ₹4228 Cr | ₹9863 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 17 Mar 2008 | 04 Apr 2001 |
| 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 | 1.73 |
| Manager | Dhimant Kothari | Sanjeev Sharma |
| ISIN Code | INF205K01DN2 | INF966L01234 |
| 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 | Quant Active Fund - Growth charges 1.0% of sell value; if fund sold before 15 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Invesco India Multicap Fund - Growth Option | Quant Multi Cap Fund-Growth |
|---|---|---|
| 1 Month | -1.85% | -2.57% |
| 6 Month | -4.22% | -5.15% |
| 1 Year | -9.79% | -9.26% |
| 3 Year | 15.86% | 8.93% |
| 5 Year | 18.07% | 18.91% |
SIP Return Analysis
| Scheme Name | Invesco India Multicap Fund - Growth Option | Quant Multi Cap Fund-Growth |
|---|---|---|
| 6 Month | -0.98% | -0.78% |
| 1 Year | 3.64% | 2.6% |
| 3 Year | 12.72% | 5.62% |
| 5 Year | 14.56% | 10.63% |
Rolling Lumpsum Returns
| Scheme Name | Invesco India Multicap Fund - Growth Option | Quant Multi Cap Fund-Growth |
|---|---|---|
| 1 Year | 14.16% | 16.57% |
| 3 Year | 18.13% | 19.37% |
| 5 Year | 19.09% | 19.22% |
Risk Management
| Scheme Name | Invesco India Multicap Fund - Growth Option | Quant Multi Cap Fund-Growth |
|---|---|---|
| Standard Deviation | 12.65% | 17.19% |
| Sharp | 0.8% | 0.474% |
| Beta | 0.96% | 1.132% |
| Alpha | -0.24% | -0.949% |
Fund Managers
| Scheme Name | Invesco India Multicap Fund - Growth Option | Quant Multi Cap Fund-Growth |
|---|---|---|
| Name | Dhimant Kothari | Sanjeev Sharma |
| Total AUM | ₹8118 Cr | ₹39731 Cr |
| Funds Managed | 7 | 22 |
| Invesco India Multicap Fund - Growth Option | Quant Multi Cap Fund-Growth |
Market Cap
| Scheme Name |
Invesco India Multicap Fund - Growth Option |
Quant Multi Cap Fund-Growth |
|---|---|---|
| Others | 13 | 25.57 |
| Small Cap | 27.26 | 22.87 |
| Large Cap | 31.11 | 28.61 |
| Mid Cap | 28.63 | 22.95 |
Sector Allocation
| Scheme Name |
Invesco India Multicap Fund - Growth Option |
Quant Multi Cap Fund-Growth |
|---|---|---|
| Others | 1.36 | 13.91 |
| Communication Services | 2.05 | 2.97 |
| Consumer Defensive | 0 | 7.23 |
| Consumer Cyclical | 24.85 | 8.78 |
| Industrials | 12.55 | 14.74 |
| Healthcare | 12.97 | 8.64 |
| Financial Services | 28.3 | 16.38 |
| Real Estate | 3.93 | 3.82 |
| Technology | 10.17 | 1.39 |
| Basic Materials | 3.82 | 3.49 |
| Energy | - | 11.39 |
| Utilities | - | 7.27 |
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