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Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
0.66 | 69.15 | 1.65 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
1.26 | 49.75 | 0.93 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
IDCW | 0 yrs | 1.00% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Allowed | ₹ 1,000 |
BenchmarkBenchmark |
---|
— |
Multi Cap funds invest in stocks across market capitalization. They invest at least 65% of their assets across large cap, mid cap and small cap companies. These funds are relatively less riskier than small cap funds.
Returns
Scheme
Ratios
Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
---|---|---|---|
Invesco India Multicap Fund(IDCW) | 32.70% | 21.20% | 19.13% |
Nippon India Multi Cap Fund(IDCW) | 21.60% | 20.94% | 11.10% |
SBI Multicap Fund(IDCW Payout) | 28.26% | — | 20.51% |
HDFC Multi Cap Fund(IDCW Reinvst) | 18.23% | 23.64% | 22.50% |
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Equity
Others
Holdings
5.09 %
Holdings
4.74 %
Holdings
2.77 %
Invesco is an independent investment management firm based in Atlanta, Georgia. The company has presence in 25 countries worldwide, serves clients from 120, and has a workforce of 8,000 employees globally.
No.of Schemes
38
Total AUM
₹ 1,09,482.79 Cr.
Dhimant Kothari
AUM: ₹11,926.15 Cr.
|
Exp: —
Amit Nigam
AUM: ₹10,615.57 Cr.
|
Exp: —
Manager Performance (0)
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
You make
India's Best Mutual Funds (2011-2020) | How to Identify the Best & Most Consistent Funds? | ETMONEY
3 years ago•ETMONEY
क्या सेबी के नए नियम निवेशकों को नुकसान पहुंचाएंगे ? Will Sebi multicap fund rules harm investors?
4 years ago•Time To Invest
Invesco India Multicap Fund Review 2019 | 868% Returns in 10 Years | Best Multi Cap Mutual Funds
5 years ago•The Mutual Fund Talk
Top 5 Best Multi Cap Funds 2019 | Best Multicap Funds For Long Term | Multi-Cap Mutual Funds
5 years ago•The Mutual Fund Talk
Invested period < 1 year
Gains are treated as short-term capital gains and taxed at 20%
Invested period > 1 year
Gains are treated as long-term capital gains and taxed at 12.5%