Axis Multicap Fund vs Invesco India Multicap Fund compare

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tortoise-icon Invesco India Multicap Fund - Growth Option

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tortoise-icon Axis 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 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) ₹3810 Cr ₹6577 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 1.89 1.82
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 6.62% 4.79%
6 Month 10.7% 8.31%
1 Year 30.87% 32.93%
3 Year 19.63% 20.91%
5 Year 23% -

SIP Return Analysis

Scheme Name Invesco India Multicap Fund - Growth Option Axis Multicap Fund - Regular Plan - Growth
6 Month - -
1 Year 28.53% 26.65%
3 Year 29.01% -
5 Year 26.34% -

Rolling Lumpsum Returns

Scheme Name Invesco India Multicap Fund - Growth Option Axis Multicap Fund - Regular Plan - Growth
1 Year 15.03% 27.2%
3 Year 18.03% -
5 Year 18.2% -

Risk Management

Scheme Name Invesco India Multicap Fund - Growth Option Axis Multicap Fund - Regular Plan - Growth
Standard Deviation 12.65% 15.22%
Sharp 0.92% -
Beta 0.89% -
Alpha 1.41% -

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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
Fund Manage 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 2.22 6.01
Small Cap 31.92 24.89
Large Cap 32.99 45.76
Mid Cap 32.87 23.36

Sector Allocation

Scheme Name

Invesco India Multicap Fund - Growth Option

Axis Multicap Fund - Regular Plan - Growth

Others 2.22 1.94
Cement & Cement Products 3.22 -
Telecom - Services 1.88 -
IT - Software 8.72 -
Auto Components 3.17 -
Retailing 8.23 -
Finance 7.04 -
Healthcare Services 1.41 -
Pharmaceuticals & Biotechnology 6.79 -
Electrical Equipment 5.72 -
Paper, Forest & Jute Products 1.9 -
Banks 6.54 -
Commercial Services & Supplies 1.73 -
Capital Markets 4.27 -
Insurance 2.17 1.32
Agricultural Food & other Products 2.03 -
Beverages 2.6 -
Healthcare Equipment & Supplies 1.43 -
Realty 2.93 -
Ferrous Metals 0.88 -
Aerospace & Defense 1.55 -
Consumer Durables 7.21 -
Chemicals & Petrochemicals 1.64 -
Industrial Products 6.25 -
Financial Technology (Fintech) 1.55 -
Food Products 1.99 -
Transport Services 1.23 -
Industrial Manufacturing 2.94 -
Leisure Services 0.76 -
Energy - 5.82
Capital Goods - 12.91
Technology - 6.89
Automobile - 13.7
Consumer Staples - 2.81
Construction - 8.3
Financial - 16.9
Metals & Mining - 1.5
Healthcare - 8.89
Services - 5.99
Consumer Discretionary - 5.14
Chemicals - 2.85
Diversified - 1.13
Communication - 2.08
Materials - 1.85

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