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Kotak Multicap Fund vs Invesco India Multicap Fund compare
Kotak Multicap Fund-Regular Plan-Growth
Invesco India Multicap Fund - Growth Option
Chart Comparison
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) | ₹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 | 8.51% | 6.18% |
| 6 Month | -9.5% | -11.44% |
| 1 Year | 7.02% | 10.22% |
| 3 Year | 21.38% | 16.35% |
| 5 Year | - | 24.87% |
SIP Return Analysis
| Scheme Name | Kotak Multicap Fund-Regular Plan-Growth | Invesco India Multicap Fund - Growth Option |
|---|---|---|
| 6 Month | -5.07% | -7.03% |
| 1 Year | -14.28% | -14.51% |
| 3 Year | 18.17% | 14.64% |
| 5 Year | - | 16.8% |
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% | 0.59% |
| Beta | 1.05% | 0.94% |
| Alpha | 6.664% | 0.86% |
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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 |
| Funds Managed | 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 | 1.63 | 6.1 |
| Large Cap | 42.38 | 39.82 |
| Small Cap | 30.26 | 25.76 |
| Mid Cap | 25.73 | 28.31 |
Sector Allocation
| Scheme Name |
Kotak Multicap Fund-Regular Plan-Growth |
Invesco India Multicap Fund - Growth Option |
|---|---|---|
| Others | 1.57 | 3.77 |
| Technology | 11.69 | 10.91 |
| Consumer Cyclical | 21.99 | 14.89 |
| Financial Services | 21.24 | 17.27 |
| Consumer Defensive | 8 | 7.3 |
| Communication Services | 7.55 | 2.33 |
| Basic Materials | 4.36 | 9.08 |
| Energy | 2.78 | - |
| Healthcare | 2.58 | 11.53 |
| Industrials | 11.53 | 17.74 |
| Utilities | 6.72 | 2.38 |
| Real Estate | - | 2.82 |
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