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Invesco India Multicap Fund vs Tata 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) | ₹3728 Cr | ₹2935 Cr | ₹2935 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 | 1.88 | 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 | -4.71% | -3.35% | -3.35% |
| 6 Month | -15.27% | -18.21% | -18.21% |
| 1 Year | 6.25% | -4.49% | -4.49% |
| 3 Year | 15.98% | - | - |
| 5 Year | 20.18% | - | - |
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 | -12.29% | -12.59% | -12.59% |
| 1 Year | -17.2% | -23.89% | -23.89% |
| 3 Year | 14.2% | - | - |
| 5 Year | 17.12% | - | - |
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 | 15.33% | 28.94% | 28.94% |
| 3 Year | 18.01% | - | - |
| 5 Year | 18.46% | - | - |
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 | 0.59% | - | - |
| Beta | 0.93% | - | - |
| Alpha | 0.77% | - | - |
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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 | 4.5782 | 8.64931 | 8.64931 |
| Large Cap | 37.36275 | 36.39958 | 36.39958 |
| Small Cap | 27.32342 | 28.67308 | 28.67308 |
| Mid Cap | 30.73562 | 26.27803 | 26.27803 |
Sector Allocation
| Scheme Name |
Invesco India Multicap Fund - Growth Option |
Tata Multicap Fund - Regular Plan - Growth |
Tata Multicap Fund - Regular Plan - Growth |
|---|---|---|---|
| Others | 2.32501 | 7.04939 | 7.04939 |
| Communication Services | 2.25319 | 4.35546 | 4.35546 |
| Technology | 11.31036 | 5.47445 | 5.47445 |
| Consumer Cyclical | 13.87956 | 16.02303 | 16.02303 |
| Healthcare | 12.42718 | 4.15915 | 4.15915 |
| Financial Services | 17.5923 | 26.6998 | 26.6998 |
| Industrials | 19.03178 | 14.85936 | 14.85936 |
| Basic Materials | 8.76542 | 7.14869 | 7.14869 |
| Utilities | 2.58179 | 4.01479 | 4.01479 |
| Consumer Defensive | 6.66738 | 1.07366 | 1.07366 |
| Real Estate | 3.16602 | 4.93675 | 4.93675 |
| Energy | - | 4.20547 | 4.20547 |
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