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Kotak Multicap Fund vs Invesco India Multicap Fund compare

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tortoise-icon Kotak Multicap Fund-Regular Plan-Growth

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tortoise-icon Invesco India Multicap Fund - Growth Option

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Chart Comparison

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

Overview

Scheme Name Kotak Multicap Fund-Regular Plan-Growth Invesco India Multicap Fund - Growth Option
Fund Kotak Multicap Fund-Regular Plan-Growth Invesco India Multicap Fund - Growth Option
Investment Plan Growth Growth
Level of Risk Very High Risk Very High Risk
Asset Size (Cr) ₹15726 Cr ₹3728 Cr
Min Investment ₹100 ₹1000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹1000
Launch Date 29 Sep 2021 17 Mar 2008
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 65.88% 52%
Expense Ratio 1.65 1.88
Manager Harsha Upadhyaya Dhimant Kothari
ISIN Code INF174KA1HS9 INF205K01DN2
Exits Load Kotak Multicap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 Invesco India Multicap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name Kotak Multicap Fund-Regular Plan-Growth Invesco India Multicap Fund - Growth Option
1 Month -6.59% -6.42%
6 Month -12.98% -10.62%
1 Year 3.39% 7.72%
3 Year 21.37% 15.89%
5 Year - 17.31%

SIP Return Analysis

Scheme Name Kotak Multicap Fund-Regular Plan-Growth Invesco India Multicap Fund - Growth Option
6 Month - -
1 Year -11.84% -8.7%
3 Year 20.14% 16.51%
5 Year - 18.92%

Rolling Lumpsum Returns

Scheme Name Kotak Multicap Fund-Regular Plan-Growth Invesco India Multicap Fund - Growth Option
1 Year 29.52% 15.33%
3 Year 23.98% 18.01%
5 Year - 18.46%

Risk Management

Scheme Name Kotak Multicap Fund-Regular Plan-Growth Invesco India Multicap Fund - Growth Option
Standard Deviation 15.243% 12.65%
Sharp 0.994% 0.66%
Beta 1.05% 0.92%
Alpha 6.664% 0.78%

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Fund Managers

Scheme Name Kotak Multicap Fund-Regular Plan-Growth Invesco India Multicap Fund - Growth Option
Name Harsha Upadhyaya Dhimant Kothari
Total AUM ₹139411 Cr ₹8118 Cr
Fund Manage 11 7
Kotak Multicap Fund-Regular Plan-Growth Invesco India Multicap Fund - Growth Option

Market Cap

Scheme Name

Kotak Multicap Fund-Regular Plan-Growth

Invesco India Multicap Fund - Growth Option

Others 2.36 2.22
Large Cap 41.68 32.99
Small Cap 28.67 31.92
Mid Cap 26.96 32.87

Sector Allocation

Scheme Name

Kotak Multicap Fund-Regular Plan-Growth

Invesco India Multicap Fund - Growth Option

Others 2.36 2.22
IT - Software 13.66 8.72
Banks 11.42 6.54
Diversified FMCG 2.64 -
Printing & Publication 0.75 -
Healthcare Services 2.27 1.41
Cement & Cement Products 1.42 3.22
Petroleum Products 3.01 -
Pharmaceuticals & Biotechnology 1.9 6.79
Insurance 1.77 2.17
Industrial Manufacturing 2.66 2.94
Automobiles 10.2 -
Finance 6.16 7.04
Industrial Products 0.05 6.25
Gas 3.37 -
Telecom - Services 2.42 1.88
Entertainment 3.71 -
Construction 5.21 -
Aerospace & Defense 0.87 1.55
Auto Components 1.88 3.17
Consumer Durables 3.72 7.21
Leisure Services 2.65 0.76
Retailing 5.9 8.23
Power 4.28 -
Beverages 3.6 2.6
Capital Markets 1.16 4.27
Food Products 0.63 1.99
Electrical Equipment - 5.72
Paper, Forest & Jute Products - 1.9
Commercial Services & Supplies - 1.73
Agricultural Food & other Products - 2.03
Healthcare Equipment & Supplies - 1.43
Realty - 2.93
Ferrous Metals - 0.88
Chemicals & Petrochemicals - 1.64
Financial Technology (Fintech) - 1.55
Transport Services - 1.23

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