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) | ₹4084 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 | -1.5% | 0.05% |
| 6 Month | 6.56% | 6.62% |
| 1 Year | -1% | -4.44% |
| 3 Year | 17.71% | 10.94% |
| 5 Year | 20.43% | 22.19% |
SIP Return Analysis
| Scheme Name | Invesco India Multicap Fund - Growth Option | Quant Multi Cap Fund-Growth |
|---|---|---|
| 6 Month | -1.12% | 0.61% |
| 1 Year | 3.28% | 4.61% |
| 3 Year | 13.76% | 7.13% |
| 5 Year | 15.17% | 11.83% |
Rolling Lumpsum Returns
| Scheme Name | Invesco India Multicap Fund - Growth Option | Quant Multi Cap Fund-Growth |
|---|---|---|
| 1 Year | 14.32% | 16.58% |
| 3 Year | 18.16% | 19.55% |
| 5 Year | 19.05% | 19.17% |
Risk Management
| Scheme Name | Invesco India Multicap Fund - Growth Option | Quant Multi Cap Fund-Growth |
|---|---|---|
| Standard Deviation | 12.65% | 17.19% |
| Sharp | 0.84% | 0.474% |
| Beta | 0.96% | 1.132% |
| Alpha | -0.44% | -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 | 12.56 | 25.57 |
| Small Cap | 27.43 | 22.87 |
| Large Cap | 32.97 | 28.61 |
| Mid Cap | 27.03 | 22.95 |
Sector Allocation
| Scheme Name |
Invesco India Multicap Fund - Growth Option |
Quant Multi Cap Fund-Growth |
|---|---|---|
| Others | 0.96 | 13.91 |
| Communication Services | 2.18 | 2.97 |
| Consumer Defensive | 2.74 | 7.23 |
| Consumer Cyclical | 24.81 | 8.78 |
| Healthcare | 11.37 | 8.64 |
| Industrials | 14 | 14.74 |
| Financial Services | 26.34 | 16.38 |
| Basic Materials | 5 | 3.49 |
| Technology | 9.63 | 1.39 |
| Real Estate | 2.97 | 3.82 |
| Energy | - | 11.39 |
| Utilities | - | 7.27 |
Top Comparisons
ICICI Prudential Equity Arbitrage Fund - Growth
3Y Returns7.11%
SBI Arbitrage Opportunities Fund - Regular Plan - Gr
3Y Returns7.25%
Kotak Debt Hybrid - Growth
3Y Returns10%
Axis Conservative Hybrid Fund - Regular Plan - Growth Option
3Y Returns7.27%
ITI ELSS Tax Saver Fund Regular - Growth
3Y Returns19.63%
Bandhan ELSS Tax saver Fund - Regular Plan - Growth
3Y Returns15.07%
Nippon India Small Cap Fund - Growth Plan - Bonus Option
3Y Returns%
Motilal Oswal Small Cap Fund - Regular (G)
3Y Returns0%