Aditya Birla Sun Life Multi vs Edelweiss Multi Cap Fund compare
Aditya Birla Sun Life Multi-Cap Fund-Regular Growth
Edelweiss Multi Cap Fund - Regular (G)
Chart Comparison
Overview
Scheme Name | Aditya Birla Sun Life Multi-Cap Fund-Regular Growth | Edelweiss Multi Cap Fund - Regular (G) |
---|---|---|
Fund | Aditya Birla Sun Life Multi-Cap Fund-Regular Growth | Edelweiss Multi Cap Fund - Regular (G) |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹5879 Cr | ₹2506 Cr |
Min Investment | ₹500 | ₹100 |
Min SIP Invesment | ₹100 | ₹100 |
Min Addl Investment | ₹500 | ₹100 |
Launch Date | 07 May 2021 | 25 Oct 2023 |
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 | 37% | % |
Expense Ratio | 1.84 | 1.94 |
Manager | Dhaval Joshi | Trideep Bhattacharya |
ISIN Code | INF209KB1Y23 | INF754K01RW0 |
Exits Load | Aditya Birla Sun Life Multi Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 | Edelweiss Multi Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Aditya Birla Sun Life Multi-Cap Fund-Regular Growth | Edelweiss Multi Cap Fund - Regular (G) |
---|---|---|
1 Month | 2.29% | 3.09% |
6 Month | -5.92% | -6.53% |
1 Year | 5.42% | 7.91% |
3 Year | 15.06% | - |
5 Year | - | - |
SIP Return Analysis
Scheme Name | Aditya Birla Sun Life Multi-Cap Fund-Regular Growth | Edelweiss Multi Cap Fund - Regular (G) |
---|---|---|
6 Month | 0.39% | -0.22% |
1 Year | -5.75% | -5.69% |
3 Year | 15.48% | - |
5 Year | - | - |
Rolling Lumpsum Returns
Scheme Name | Aditya Birla Sun Life Multi-Cap Fund-Regular Growth | Edelweiss Multi Cap Fund - Regular (G) |
---|---|---|
1 Year | 17.77% | 33.22% |
3 Year | 17.97% | - |
5 Year | - | - |
Risk Management
Scheme Name | Aditya Birla Sun Life Multi-Cap Fund-Regular Growth | Edelweiss Multi Cap Fund - Regular (G) |
---|---|---|
Standard Deviation | 13.457% | - |
Sharp | 0.541% | - |
Beta | 0.917% | - |
Alpha | -0.116% | - |
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Fund Managers
Scheme Name | Aditya Birla Sun Life Multi-Cap Fund-Regular Growth | Edelweiss Multi Cap Fund - Regular (G) |
---|---|---|
Name | Dhaval Joshi | Trideep Bhattacharya |
Total AUM | ₹361932 Cr | ₹0 Cr |
Funds Managed | 55 | 9 |
Aditya Birla Sun Life Multi-Cap Fund-Regular Growth | Edelweiss Multi Cap Fund - Regular (G) |
Market Cap
Scheme Name |
Aditya Birla Sun Life Multi-Cap Fund-Regular Growth |
Edelweiss Multi Cap Fund - Regular (G) |
---|---|---|
Others | 2.78 | 3.11 |
Large Cap | 45.24 | 44.56 |
Small Cap | 26.38 | 25.08 |
Mid Cap | 25.61 | 27.24 |
Sector Allocation
Scheme Name |
Aditya Birla Sun Life Multi-Cap Fund-Regular Growth |
Edelweiss Multi Cap Fund - Regular (G) |
---|---|---|
Others | 2.78 | 2.08 |
Energy | 3.08 | 2.57 |
Technology | 8.95 | 13.48 |
Consumer Cyclical | 16.83 | 13.9 |
Consumer Defensive | 8.79 | 6 |
Industrials | 12.86 | 12.31 |
Healthcare | 11.49 | 9.29 |
Basic Materials | 6.84 | 5.25 |
Financial Services | 19.84 | 27.99 |
Communication Services | 3.45 | 2.63 |
Utilities | 2.56 | 1.95 |
Real Estate | 2.55 | 2.55 |
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