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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) | ₹3728 Cr | ₹2935 Cr | ₹2935 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 | 1.88 | 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 | 6.61% | 6.99% | 6.99% |
| 6 Month | -7.69% | -10.68% | -10.68% |
| 1 Year | 9.09% | 1.34% | 1.34% |
| 3 Year | 19.91% | - | - |
| 5 Year | 24.9% | - | - |
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 | -2.44% | -1.72% | -1.72% |
| 1 Year | -8.62% | -13.36% | -13.36% |
| 3 Year | 16.19% | - | - |
| 5 Year | 17.55% | - | - |
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 | 15.33% | 28.94% | 28.94% |
| 3 Year | 18.01% | - | - |
| 5 Year | 18.46% | - | - |
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 | 0.78% | - | - |
| Beta | 0.93% | - | - |
| Alpha | 1.39% | - | - |
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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 | 3.59 | 8.65 | 8.65 |
| Large Cap | 42.89 | 36.4 | 36.4 |
| Small Cap | 25.97 | 28.67 | 28.67 |
| Mid Cap | 27.55 | 26.28 | 26.28 |
Sector Allocation
| Scheme Name |
Invesco India Multicap Fund - Growth Option |
Tata Multicap Fund - Regular Plan - Growth |
Tata Multicap Fund - Regular Plan - Growth |
|---|---|---|---|
| Others | 3.59 | 7.05 | 7.05 |
| Telecom - Services | 2.41 | - | - |
| IT - Software | 8.67 | - | - |
| Retailing | 6.8 | - | - |
| Healthcare Services | 1.46 | - | - |
| Non - Ferrous Metals | 0.71 | - | - |
| Pharmaceuticals & Biotechnology | 6.36 | - | - |
| Banks | 10.19 | - | - |
| Electrical Equipment | 5.35 | - | - |
| Cement & Cement Products | 3.12 | - | - |
| Paper, Forest & Jute Products | 1.36 | - | - |
| Ferrous Metals | 1.43 | - | - |
| Power | 2.34 | - | - |
| Automobiles | 1.81 | - | - |
| Commercial Services & Supplies | 1.76 | - | - |
| Finance | 3.89 | - | - |
| Agricultural Food & other Products | 1.92 | - | - |
| Industrial Products | 4.33 | - | - |
| Beverages | 3.86 | - | - |
| Healthcare Equipment & Supplies | 1.52 | - | - |
| Realty | 2.53 | - | - |
| Chemicals & Petrochemicals | 3.6 | - | - |
| Aerospace & Defense | 2.04 | - | - |
| Consumer Durables | 5.56 | - | - |
| Auto Components | 3.21 | - | - |
| Financial Technology (Fintech) | 1.67 | - | - |
| Insurance | 1.02 | - | - |
| Food Products | 1.67 | - | - |
| Transport Services | 1.66 | - | - |
| Industrial Manufacturing | 2.38 | - | - |
| Capital Markets | 1.78 | - | - |
| Energy | - | 4.21 | 4.21 |
| Technology | - | 5.47 | 5.47 |
| Consumer Cyclical | - | 16.02 | 16.02 |
| Consumer Defensive | - | 1.07 | 1.07 |
| Industrials | - | 14.86 | 14.86 |
| Financial Services | - | 26.7 | 26.7 |
| Healthcare | - | 4.16 | 4.16 |
| Basic Materials | - | 7.15 | 7.15 |
| Utilities | - | 4.01 | 4.01 |
| Communication Services | - | 4.36 | 4.36 |
| Real Estate | - | 4.94 | 4.94 |
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