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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) | ₹4070 Cr | ₹3124 Cr | ₹3124 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 | -0.56% | -0.58% | -0.58% |
| 6 Month | 13.08% | 14.41% | 14.41% |
| 1 Year | 1.42% | -3.87% | -3.87% |
| 3 Year | 19.5% | - | - |
| 5 Year | 23% | - | - |
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 | 2.91% | 4.27% | 4.27% |
| 1 Year | 0.9% | 2.31% | 2.31% |
| 3 Year | 16.72% | - | - |
| 5 Year | 17.35% | - | - |
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 | 0.97% | - | - |
| Beta | 0.95% | - | - |
| Alpha | 0.53% | - | - |
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 | 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 |
Sector Allocation
| 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 |
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