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 1.71% 0.3%
6 Month 21.71% 26.13%
1 Year 55.25% 48.06%
3 Year - 19%
5 Year - 24.8%

SIP Return Analysis

Scheme Name Kotak Multicap Fund-Regular Plan-Growth Invesco India Multicap Fund - Growth Option
6 Month - -
1 Year 23.65% 17.47%
3 Year 58.09% 41.11%
5 Year 58.09% 80.95%

Rolling Lumpsum Returns

Scheme Name Kotak Multicap Fund-Regular Plan-Growth Invesco India Multicap Fund - Growth Option
1 Year 27.7% 24.46%
3 Year 62.42% 60.44%
5 Year 62.42% 89.51%

Risk Management

Scheme Name Kotak Multicap Fund-Regular Plan-Growth Invesco India Multicap Fund - Growth Option
Standard Deviation 15.75% 12.65%
Sharp - 0.98%
Beta - 0.91%
Alpha - 0.65%

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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 1.26 10.96
Large Cap 38.91 37.89
Small Cap 31.3 23.9
Mid Cap 26.53 27.25

Sector Allocation

Scheme Name

Kotak Multicap Fund-Regular Plan-Growth

Invesco India Multicap Fund - Growth Option

Others 1.26 3.97
IT - Software 11.37 -
Pharmaceuticals & Biotechnology 2.03 -
Banks 9.52 -
Diversified FMCG 2.95 -
Printing & Publication 0.84 -
Healthcare Services 2.24 -
Cement & Cement Products 1.54 -
Petroleum Products 3.22 -
Insurance 2.08 0.95
Industrial Manufacturing 2.69 -
Finance 5.27 -
Industrial Products 0.68 -
Gas 4.84 -
Automobiles 9.75 -
Entertainment 4.12 -
Construction 5.3 5.36
Aerospace & Defense 0.8 -
Auto Components 2.92 -
Consumer Durables 3.67 -
Leisure Services 2.95 -
Retailing 6.8 -
Telecom - Services 1.34 -
Power 4.5 -
Beverages 3.28 -
Capital Markets 1.12 -
Food Products 0.92 -
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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