Tata Multicap Fund vs Invesco India 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 | 5.8% | 5.69% | 5.69% |
6 Month | -14.62% | -17.97% | -17.97% |
1 Year | 7.62% | -2.54% | -2.54% |
3 Year | 15.49% | - | - |
5 Year | 27.35% | - | - |
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 | -8.31% | -8.72% | -8.72% |
1 Year | -10.38% | -17.89% | -17.89% |
3 Year | 17.12% | - | - |
5 Year | 18.63% | - | - |
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% | - | - |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 |
Funds Managed | 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 | 4.58 | 8.65 | 8.65 |
Large Cap | 37.36 | 36.4 | 36.4 |
Small Cap | 27.32 | 28.67 | 28.67 |
Mid Cap | 30.74 | 26.28 | 26.28 |
Sector Allocation
Scheme Name |
Invesco India Multicap Fund - Growth Option |
Tata Multicap Fund - Regular Plan - Growth |
Tata Multicap Fund - Regular Plan - Growth |
---|---|---|---|
Others | 2.33 | 7.05 | 7.05 |
Communication Services | 2.25 | 4.36 | 4.36 |
Technology | 11.31 | 5.47 | 5.47 |
Consumer Cyclical | 13.88 | 16.02 | 16.02 |
Healthcare | 12.43 | 4.16 | 4.16 |
Financial Services | 17.59 | 26.7 | 26.7 |
Industrials | 19.03 | 14.86 | 14.86 |
Basic Materials | 8.77 | 7.15 | 7.15 |
Utilities | 2.58 | 4.01 | 4.01 |
Consumer Defensive | 6.67 | 1.07 | 1.07 |
Real Estate | 3.17 | 4.94 | 4.94 |
Energy | - | 4.21 | 4.21 |
Top Comparisons
Nippon India Low Duration Fund- Growth Plan - Growth Option
3Y Returns6.39%
UTI Low Duration Fund - Regular Plan - Growth Option
3Y Returns6.76%
Canara Robeco Liquid Fund - Regular Plan - Growth Option
3Y Returns6.75%
Baroda BNP Paribas LIQUID FUND - Regular Plan - GROWTH OPTION
3Y Returns6.71%
SBI Savings Fund - Regular Plan - Growth
3Y Returns6.48%
Mirae Asset Money Market Fund Regular Growth
3Y Returns6.6%
ICICI Prudential Commodities Fund - Growth Option
3Y Returns14.69%
Tata Ethical Fund-Regular Plan - Growth Option
3Y Returns8.05%