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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) | ₹4084 Cr | ₹3101 Cr | ₹3101 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 | -1.27% | 2.72% | 2.72% |
| 6 Month | 2.84% | 8.98% | 8.98% |
| 1 Year | 2.33% | 4.6% | 4.6% |
| 3 Year | 17.77% | - | - |
| 5 Year | 20.34% | - | - |
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 | -1.12% | 2.76% | 2.76% |
| 1 Year | 3.28% | 13.1% | 13.1% |
| 3 Year | 13.76% | - | - |
| 5 Year | 15.17% | - | - |
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 | 14.32% | 19.44% | 19.44% |
| 3 Year | 18.16% | - | - |
| 5 Year | 19.05% | - | - |
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 | 0.84% | - | - |
| Beta | 0.96% | - | - |
| Alpha | -0.44% | - | - |
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 | 12.56 | 5.41 | 5.41 |
| Small Cap | 27.43 | 27.81 | 27.81 |
| Large Cap | 32.97 | 41.98 | 41.98 |
| Mid Cap | 27.03 | 24.8 | 24.8 |
Sector Allocation
| Scheme Name |
Invesco India Multicap Fund - Growth Option |
Tata Multicap Fund - Regular Plan - Growth |
Tata Multicap Fund - Regular Plan - Growth |
|---|---|---|---|
| Others | 0.96 | 3.4 | 3.4 |
| Communication Services | 2.18 | 3.79 | 3.79 |
| Consumer Defensive | 2.74 | 1.93 | 1.93 |
| Consumer Cyclical | 24.81 | 12.48 | 12.48 |
| Healthcare | 11.37 | 7.96 | 7.96 |
| Industrials | 14 | 15.49 | 15.49 |
| Financial Services | 26.34 | 27.12 | 27.12 |
| Basic Materials | 5 | 7.84 | 7.84 |
| Technology | 9.63 | 11.03 | 11.03 |
| Real Estate | 2.97 | 2.53 | 2.53 |
| Energy | - | 3.08 | 3.08 |
| Utilities | - | 3.36 | 3.36 |
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