Tata Multicap Fund vs Invesco India Multicap Fund compare

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Invesco India Multicap Fund - Growth Option

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Tata Multicap Fund - Regular Plan - Growth

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Tata Multicap Fund - Regular Plan - 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	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)	₹4043 Cr	₹3058 Cr	₹3058 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

Scheme Name	Invesco India Multicap Fund - Growth Option	Tata Multicap Fund - Regular Plan - Growth	Tata Multicap Fund - Regular Plan - Growth
1 Month	1.94%	2.32%	2.32%
6 Month	14.41%	16.22%	16.22%
1 Year	-5.17%	-6.79%	-6.79%
3 Year	17.37%	-	-
5 Year	22.7%	-	-

Scheme Name	Invesco India Multicap Fund - Growth Option	Tata Multicap Fund - Regular Plan - Growth	Tata Multicap Fund - Regular Plan - Growth
6 Month	2.54%	3.97%	3.97%
1 Year	5.57%	8.54%	8.54%
3 Year	16.91%	-	-
5 Year	17.24%	-	-

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%	-	-

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	0.83%	-	-
Beta	0.95%	-	-
Alpha	0.81%	-	-

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

Scheme Name	Invesco India Multicap Fund - Growth Option	Tata Multicap Fund - Regular Plan - Growth	Tata Multicap Fund - Regular Plan - Growth
Others	12.55	3.91	3.91
Large Cap	33.42	44.67	44.67
Small Cap	28.46	26.98	26.98
Mid Cap	25.56	24.44	24.44

Scheme Name	Invesco India Multicap Fund - Growth Option	Tata Multicap Fund - Regular Plan - Growth	Tata Multicap Fund - Regular Plan - Growth
Others	2.24	1.77	1.77
Communication Services	2.64	4.38	4.38
Technology	9.35	10.43	10.43
Consumer Defensive	3.13	2.44	2.44
Healthcare	11.49	8.5	8.5
Industrials	15.91	12.23	12.23
Consumer Cyclical	18.15	12.84	12.84
Basic Materials	7.01	7.45	7.45
Financial Services	27.17	30.26	30.26
Utilities	0	3.23	3.23
Real Estate	2.9	1.91	1.91
Energy	-	4.56	4.56