Axis Multicap Fund vs Invesco India Multicap Fund compare
Invesco India Multicap Fund - Growth Option
Axis Multicap Fund - Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | Invesco India Multicap Fund - Growth Option | Axis Multicap Fund - Regular Plan - Growth |
---|---|---|
Fund | Invesco India Multicap Fund - Growth Option | Axis Multicap Fund - Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Moderately High |
Asset Size (Cr) | ₹3728 Cr | ₹6749 Cr |
Min Investment | ₹1000 | ₹100 |
Min SIP Invesment | ₹500 | ₹100 |
Min Addl Investment | ₹1000 | ₹100 |
Launch Date | 17 Mar 2008 | 16 Dec 2021 |
Category | Multi Cap | Multi Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | Nifty 500 Multicap 50:25:25 TRI | Nifty 500 Multicap 50:25:25 TRI |
Turn Over | 52% | 11.16% |
Expense Ratio | 1.88 | 1.81 |
Manager | Dhimant Kothari | Shreyash Devalkar |
ISIN Code | INF205K01DN2 | INF846K016E3 |
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 | Axis 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 | Axis Multicap Fund - Regular Plan - Growth |
---|---|---|
1 Month | 7.06% | 6.83% |
6 Month | -13.61% | -12.86% |
1 Year | 10.37% | 13.55% |
3 Year | 16.96% | 18.85% |
5 Year | 27.02% | - |
SIP Return Analysis
Scheme Name | Invesco India Multicap Fund - Growth Option | Axis Multicap Fund - Regular Plan - Growth |
---|---|---|
6 Month | -8.31% | -5.87% |
1 Year | -10.38% | -6.53% |
3 Year | 17.12% | 21.29% |
5 Year | 18.63% | - |
Rolling Lumpsum Returns
Scheme Name | Invesco India Multicap Fund - Growth Option | Axis Multicap Fund - Regular Plan - Growth |
---|---|---|
1 Year | 15.33% | 30.38% |
3 Year | 18.01% | 19.51% |
5 Year | 18.46% | - |
Risk Management
Scheme Name | Invesco India Multicap Fund - Growth Option | Axis Multicap Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 12.65% | 14.263% |
Sharp | 0.59% | 0.881% |
Beta | 0.93% | 0.949% |
Alpha | 0.77% | 4.882% |
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Fund Managers
Scheme Name | Invesco India Multicap Fund - Growth Option | Axis Multicap Fund - Regular Plan - Growth |
---|---|---|
Name | Dhimant Kothari | Shreyash Devalkar |
Total AUM | ₹8118 Cr | ₹166770 Cr |
Funds Managed | 7 | 14 |
Invesco India Multicap Fund - Growth Option | Axis Multicap Fund - Regular Plan - Growth |
Market Cap
Scheme Name |
Invesco India Multicap Fund - Growth Option |
Axis Multicap Fund - Regular Plan - Growth |
---|---|---|
Others | 4.58 | 8.91 |
Large Cap | 37.36 | 42.05 |
Small Cap | 27.32 | 24 |
Mid Cap | 30.74 | 25.04 |
Sector Allocation
Scheme Name |
Invesco India Multicap Fund - Growth Option |
Axis Multicap Fund - Regular Plan - Growth |
---|---|---|
Others | 2.33 | 8.87 |
Communication Services | 2.25 | 2.52 |
Technology | 11.31 | 11.72 |
Consumer Cyclical | 13.88 | 15.35 |
Healthcare | 12.43 | 11.51 |
Financial Services | 17.59 | 18.9 |
Industrials | 19.03 | 14.92 |
Basic Materials | 8.77 | 4.65 |
Utilities | 2.58 | 1.4 |
Consumer Defensive | 6.67 | 2.75 |
Real Estate | 3.17 | 5.34 |
Energy | - | 2.07 |
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