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Tata Multicap Fund vs Invesco India Multicap Fund compare
Invesco India Multicap Fund - Growth Option
Tata Multicap Fund - Regular Plan - Growth
Tata Multicap Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Invesco India Multicap Fund - Growth Option | Tata Multicap Fund - Regular Plan - Growth | Tata Multicap Fund - Regular Plan - Growth |
|---|---|---|---|
| Fund | Invesco India Multicap Fund - Growth Option | Tata Multicap Fund - Regular Plan - Growth | Tata Multicap Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth | Growth |
| Level of Risk | Very High | Very High | Very High |
| Asset Size (Cr) | ₹4182 Cr | ₹3196 Cr | ₹3196 Cr |
| Min Investment | ₹1000 | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹150 | ₹150 |
| Min Addl Investment | ₹1000 | ₹1000 | ₹1000 |
| Launch Date | 17 Mar 2008 | 02 Feb 2023 | 02 Feb 2023 |
| Category | Multi Cap | Multi Cap | Multi Cap |
| Fund Type | Open Ended | Open Ended | Open Ended |
| Benchmark | Nifty 500 Multicap 50:25:25 TRI | Nifty 500 Multicap 50:25:25 TRI | Nifty 500 Multicap 50:25:25 TRI |
| Turn Over | 52% | 3.53% | 3.53% |
| Expense Ratio | 1.9 | 1.89 | 1.89 |
| Manager | Dhimant Kothari | Rahul Singh | Rahul Singh |
| ISIN Code | INF205K01DN2 | INF277KA1703 | INF277KA1703 |
| 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 | Tata Multicap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Tata Multicap 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 | Tata Multicap Fund - Regular Plan - Growth | Tata Multicap Fund - Regular Plan - Growth |
|---|---|---|---|
| 1 Month | -2.97% | -2.85% | -2.85% |
| 6 Month | 1.8% | 4.66% | 4.66% |
| 1 Year | 4.72% | -2.53% | -2.53% |
| 3 Year | 19.72% | - | - |
| 5 Year | 23.45% | - | - |
SIP Return Analysis
| Scheme Name | Invesco India Multicap Fund - Growth Option | Tata Multicap Fund - Regular Plan - Growth | Tata Multicap Fund - Regular Plan - Growth |
|---|---|---|---|
| 6 Month | 4.13% | 5.43% | 5.43% |
| 1 Year | -0.25% | 0.7% | 0.7% |
| 3 Year | 16.83% | - | - |
| 5 Year | 17.51% | - | - |
Rolling Lumpsum Returns
| Scheme Name | Invesco India Multicap Fund - Growth Option | Tata Multicap Fund - Regular Plan - Growth | Tata Multicap Fund - Regular Plan - Growth |
|---|---|---|---|
| 1 Year | 14.75% | 24.62% | 24.62% |
| 3 Year | 18.04% | - | - |
| 5 Year | 18.82% | - | - |
Risk Management
| Scheme Name | Invesco India Multicap Fund - Growth Option | Tata Multicap Fund - Regular Plan - Growth | Tata Multicap Fund - Regular Plan - Growth |
|---|---|---|---|
| Standard Deviation | 12.65% | - | - |
| Sharp | 1.25% | - | - |
| Beta | 0.94% | - | - |
| Alpha | 0.93% | - | - |
Fund Managers
| Scheme Name | Invesco India Multicap Fund - Growth Option | Tata Multicap Fund - Regular Plan - Growth | Tata Multicap Fund - Regular Plan - Growth |
|---|---|---|---|
| Name | Dhimant Kothari | Rahul Singh | Rahul Singh |
| Total AUM | ₹8118 Cr | ₹19760 Cr | ₹19760 Cr |
| Funds Managed | 7 | 9 | 9 |
| Invesco India Multicap Fund - Growth Option | Tata Multicap Fund - Regular Plan - Growth | Tata Multicap Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
Invesco India Multicap Fund - Growth Option |
Tata Multicap Fund - Regular Plan - Growth |
Tata Multicap Fund - Regular Plan - Growth |
|---|---|---|---|
| Others | 6.85 | 4.48 | 4.48 |
| Large Cap | 41.24 | 45.72 | 45.72 |
| Small Cap | 26.21 | 24.71 | 24.71 |
| Mid Cap | 25.71 | 25.09 | 25.09 |
Sector Allocation
| Scheme Name |
Invesco India Multicap Fund - Growth Option |
Tata Multicap Fund - Regular Plan - Growth |
Tata Multicap Fund - Regular Plan - Growth |
|---|---|---|---|
| Others | 2.44 | 2.21 | 2.21 |
| Communication Services | 2.73 | 4.46 | 4.46 |
| Technology | 9.47 | 10.66 | 10.66 |
| Consumer Defensive | 8.01 | 2.19 | 2.19 |
| Healthcare | 11.09 | 7.63 | 7.63 |
| Consumer Cyclical | 15.63 | 12.55 | 12.55 |
| Basic Materials | 11.84 | 7.29 | 7.29 |
| Financial Services | 19.92 | 30.17 | 30.17 |
| Industrials | 15.06 | 12.91 | 12.91 |
| Utilities | 2.07 | 3.23 | 3.23 |
| Real Estate | 1.74 | 1.95 | 1.95 |
| Energy | - | 4.76 | 4.76 |
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