Invesco India Multicap Fund vs Tata Multicap Fund compare

Link copied to clipboard!

tortoise-icon Invesco India Multicap Fund - Growth Option

Invest Now

tortoise-icon Tata Multicap Fund - Regular Plan - Growth

Invest Now

tortoise-icon Tata Multicap Fund - Regular Plan - Growth

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹3810 Cr ₹3219 Cr ₹3219 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 1.89 1.88 1.88
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 -7.8% -8.32% -8.32%
6 Month -0.49% -10.7% -10.7%
1 Year 17.21% 1.73% 1.73%
3 Year 16.66% - -
5 Year 20.06% - -

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 Year 20.31% 3.22% 3.22%
3 Year 27.55% - -
5 Year 25.3% - -

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 15.03% 29.93% 29.93%
3 Year 18.03% - -
5 Year 18.2% - -

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 0.85% - -
Beta 0.89% - -
Alpha 2.06% - -

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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
Fund Manage 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 2.22 3.88 3.88
Small Cap 31.92 29.81 29.81
Large Cap 32.99 40.01 40.01
Mid Cap 32.87 25.28 25.28

Sector Allocation

Scheme Name

Invesco India Multicap Fund - Growth Option

Tata Multicap Fund - Regular Plan - Growth

Tata Multicap Fund - Regular Plan - Growth

Others 2.22 3.01 3.01
Cement & Cement Products 3.22 2.23 2.23
Telecom - Services 1.88 2.84 2.84
IT - Software 8.72 5.9 5.9
Auto Components 3.17 9.31 9.31
Retailing 8.23 0.98 0.98
Finance 7.04 8.42 8.42
Healthcare Services 1.41 1.01 1.01
Pharmaceuticals & Biotechnology 6.79 2.62 2.62
Electrical Equipment 5.72 0.96 0.96
Paper, Forest & Jute Products 1.9 - -
Banks 6.54 15.51 15.51
Commercial Services & Supplies 1.73 - -
Capital Markets 4.27 1.51 1.51
Insurance 2.17 1.46 1.46
Agricultural Food & other Products 2.03 - -
Beverages 2.6 1.26 1.26
Healthcare Equipment & Supplies 1.43 - -
Realty 2.93 5.93 5.93
Ferrous Metals 0.88 - -
Aerospace & Defense 1.55 - -
Consumer Durables 7.21 3.01 3.01
Chemicals & Petrochemicals 1.64 1.18 1.18
Industrial Products 6.25 5.1 5.1
Financial Technology (Fintech) 1.55 - -
Food Products 1.99 - -
Transport Services 1.23 1.24 1.24
Industrial Manufacturing 2.94 - -
Leisure Services 0.76 4.03 4.03
Petroleum Products - 2.75 2.75
Personal Products - 1.3 1.3
Construction - 3.08 3.08
Minerals & Mining - 1.05 1.05
Gas - 2.36 2.36
Entertainment - 1.81 1.81
Agricultural, Commercial & Construction Vehicles - 1.18 1.18
Diversified - 0.37 0.37
Consumable Fuels - 1.91 1.91
Fertilizers & Agrochemicals - 1.76 1.76
Power - 2.95 2.95
Textiles & Apparels - 0.95 0.95

Top Comparisons

Invesco India Multicap Fund - Growth Option Invesco India Multicap Fund - Growth Option

3Y Returns16.66%

VS

DSP Multicap Fund - Regular (G) DSP Multicap Fund - Regular (G)

3Y Returns0%

Compare Now

SBI Magnum Midcap Fund - Regular Plan - Growth SBI Magnum Midcap Fund - Regular Plan - Growth

3Y Returns16.99%

VS

Tata Mid Cap Growth Fund Regular Plan- Growth Option Tata Mid Cap Growth Fund Regular Plan- Growth Option

3Y Returns18.1%

Compare Now

Bandhan Retirement Fund - Regular (G) Bandhan Retirement Fund - Regular (G)

3Y Returns0%

VS

Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option

3Y Returns15.06%

Compare Now

Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option

3Y Returns13.11%

VS

HDFC Asset Allocator Fund of Funds - Growth Option HDFC Asset Allocator Fund of Funds - Growth Option

3Y Returns14.28%

Compare Now
Request call back
Add to Cart Successfully