Edelweiss Multi Cap Fund vs Invesco India Multicap Fund compare
Invesco India Multicap Fund - Growth Option
Edelweiss Multi Cap Fund - Regular (G)
Chart Comparison
Overview
Scheme Name | Invesco India Multicap Fund - Growth Option | Edelweiss Multi Cap Fund - Regular (G) |
---|---|---|
Fund | Invesco India Multicap Fund - Growth Option | Edelweiss Multi Cap Fund - Regular (G) |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹3728 Cr | ₹2506 Cr |
Min Investment | ₹1000 | ₹100 |
Min SIP Invesment | ₹500 | ₹100 |
Min Addl Investment | ₹1000 | ₹100 |
Launch Date | 17 Mar 2008 | 25 Oct 2023 |
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% | % |
Expense Ratio | 1.88 | 1.94 |
Manager | Dhimant Kothari | Trideep Bhattacharya |
ISIN Code | INF205K01DN2 | INF754K01RW0 |
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 | Edelweiss Multi Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Invesco India Multicap Fund - Growth Option | Edelweiss Multi Cap Fund - Regular (G) |
---|---|---|
1 Month | -7.6% | -6.63% |
6 Month | -13.62% | -14.74% |
1 Year | 6.65% | 4.3% |
3 Year | 18.53% | - |
5 Year | 19.3% | - |
SIP Return Analysis
Scheme Name | Invesco India Multicap Fund - Growth Option | Edelweiss Multi Cap Fund - Regular (G) |
---|---|---|
6 Month | -12.29% | -12.67% |
1 Year | -15.02% | -17.66% |
3 Year | 15.04% | - |
5 Year | 17.69% | - |
Rolling Lumpsum Returns
Scheme Name | Invesco India Multicap Fund - Growth Option | Edelweiss Multi Cap Fund - Regular (G) |
---|---|---|
1 Year | 15.33% | 33.22% |
3 Year | 18.01% | - |
5 Year | 18.46% | - |
Risk Management
Scheme Name | Invesco India Multicap Fund - Growth Option | Edelweiss Multi Cap Fund - Regular (G) |
---|---|---|
Standard Deviation | 12.65% | - |
Sharp | 0.66% | - |
Beta | 0.92% | - |
Alpha | 0.78% | - |
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Fund Managers
Scheme Name | Invesco India Multicap Fund - Growth Option | Edelweiss Multi Cap Fund - Regular (G) |
---|---|---|
Name | Dhimant Kothari | Trideep Bhattacharya |
Total AUM | ₹8118 Cr | ₹0 Cr |
Fund Manage | 7 | 9 |
Invesco India Multicap Fund - Growth Option | Edelweiss Multi Cap Fund - Regular (G) |
Market Cap
Scheme Name |
Invesco India Multicap Fund - Growth Option |
Edelweiss Multi Cap Fund - Regular (G) |
---|---|---|
Others | 4.5782 | 3.11499 |
Large Cap | 37.36275 | 44.55746 |
Small Cap | 27.32342 | 25.08404 |
Mid Cap | 30.73562 | 27.24353 |
Sector Allocation
Scheme Name |
Invesco India Multicap Fund - Growth Option |
Edelweiss Multi Cap Fund - Regular (G) |
---|---|---|
Others | 2.32501 | 2.08201 |
Communication Services | 2.25319 | 2.62937 |
Technology | 11.31036 | 13.48337 |
Consumer Cyclical | 13.87956 | 13.89667 |
Healthcare | 12.42718 | 9.2895 |
Financial Services | 17.5923 | 27.99255 |
Industrials | 19.03178 | 12.30777 |
Basic Materials | 8.76542 | 5.25189 |
Utilities | 2.58179 | 1.94952 |
Consumer Defensive | 6.66738 | 6.00012 |
Real Estate | 3.16602 | 2.5472 |
Energy | - | 2.57005 |
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