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 Very High
Asset Size (Cr) ₹14531 Cr ₹3625 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 1.9
Manager Harsha Upadhyaya Dhimant Kothari
ISIN Code INF174KA1HS9 INF205K01DN2
Exits Load Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 1 year./365 Exit load for units in excess of 10% of the investment, 1% will be charged for redemption within 1 year./365

Trailing Lumpsum Returns

Scheme Name Kotak Multicap Fund-Regular Plan-Growth Invesco India Multicap Fund - Growth Option
1 Month -6.06% -6.57%
6 Month 6.66% 11.28%
1 Year 35.76% 32.23%
3 Year 22.1% 16.17%
5 Year - 21.78%

SIP Return Analysis

Scheme Name Kotak Multicap Fund-Regular Plan-Growth Invesco India Multicap Fund - Growth Option
6 Month - -
1 Year 24.32% 26.81%
3 Year 32.23% 26.91%
5 Year - 25.14%

Rolling Lumpsum Returns

Scheme Name Kotak Multicap Fund-Regular Plan-Growth Invesco India Multicap Fund - Growth Option
1 Year 29.57% 15.03%
3 Year 23.74% 18.03%
5 Year - 18.2%

Risk Management

Scheme Name Kotak Multicap Fund-Regular Plan-Growth Invesco India Multicap Fund - Growth Option
Standard Deviation 15.75% 12.65%
Sharp - 0.82%
Beta - 0.9%
Alpha - 0.64%

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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 2.79 10.96
Large Cap 40.78 37.89
Small Cap 29.47 23.9
Mid Cap 27.13 27.25

Sector Allocation

Scheme Name

Kotak Multicap Fund-Regular Plan-Growth

Invesco India Multicap Fund - Growth Option

Others 2.79 3.97
IT - Software 12.82 -
Banks 10.79 -
Diversified FMCG 2.96 -
Printing & Publication 0.74 -
Healthcare Services 2.35 -
Cement & Cement Products 1.49 -
Petroleum Products 3.34 -
Pharmaceuticals & Biotechnology 1.83 -
Insurance 1.85 0.95
Industrial Manufacturing 2.31 -
Finance 5.64 -
Industrial Products 0.17 -
Gas 3.72 -
Telecom - Services 2.61 -
Automobiles 10.15 -
Entertainment 3.85 -
Construction 5.13 5.36
Aerospace & Defense 0.76 -
Auto Components 2.7 -
Consumer Durables 3.59 -
Leisure Services 2.93 -
Retailing 6.08 -
Power 4.45 -
Beverages 3.28 -
Capital Markets 1.12 -
Food Products 0.72 -
Consumer Staples - 9.81
Materials - 2.72
Communication - 1.89
Automobile - 5.9
Financial - 23.94
Healthcare - 9.85
Capital Goods - 12.93
Services - 7.86
Consumer Discretionary - 3.52
Chemicals - 1.56
Technology - 3.83
Metals & Mining - 1.37
Energy - 3.67
Textiles - 0.87

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