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) | ₹6781 Cr | ₹3148 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 | -2.19% | -1.68% |
| 6 Month | 1.71% | 1.5% |
| 1 Year | -0.96% | -3.17% |
| 3 Year | 15.96% | - |
| 5 Year | - | - |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Multi-Cap Fund-Regular Growth | Edelweiss Multi Cap Fund - Regular (G) |
|---|---|---|
| 6 Month | 0.82% | 1.54% |
| 1 Year | 12.73% | 12.86% |
| 3 Year | 13.73% | - |
| 5 Year | - | - |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Multi-Cap Fund-Regular Growth | Edelweiss Multi Cap Fund - Regular (G) |
|---|---|---|
| 1 Year | 12.74% | 8.82% |
| 3 Year | 17.21% | - |
| 5 Year | - | - |
Risk Management
| Scheme Name | Aditya Birla Sun Life Multi-Cap Fund-Regular Growth | Edelweiss Multi Cap Fund - Regular (G) |
|---|---|---|
| Standard Deviation | 13.55% | - |
| Sharp | 0.74% | - |
| Beta | 0.93% | - |
| Alpha | -0.34% | - |
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 | 9.04 | 7.54 |
| Large Cap | 43.34 | 39.02 |
| Small Cap | 28.07 | 28.88 |
| Mid Cap | 19.56 | 24.56 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Multi-Cap Fund-Regular Growth |
Edelweiss Multi Cap Fund - Regular (G) |
|---|---|---|
| Others | 3.16 | 0.72 |
| Energy | 1.36 | 3.95 |
| Technology | 9.92 | 12.4 |
| Consumer Cyclical | 17.6 | 13.65 |
| Consumer Defensive | 7.74 | 5.33 |
| Industrials | 10.23 | 9.01 |
| Basic Materials | 6.68 | 8.62 |
| Financial Services | 29.2 | 31.61 |
| Healthcare | 7.62 | 8.93 |
| Real Estate | 2.58 | 1.84 |
| Communication Services | 3.32 | 1.68 |
| Utilities | 0.59 | 2.25 |
Top Comparisons
Kotak US Specific Equity Passive FOF - Regular Plan - Growth
3Y Returns33.99%
Invesco India - Invesco Global Equity Income Fund of Fund - Regular Plan - Growth
3Y Returns21.32%
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth
3Y Returns11.99%
SBI Equity Hybrid Fund - Regular Plan -Growth
3Y Returns13.91%
HDFC Gilt Fund - Growth Plan
3Y Returns6.88%
Edelweiss Government Securities Fund - Regular Plan - Growth Option
3Y Returns6.39%
Aditya Birla Sun Life Global Excellence Equity Fund Of Fund- Retail Plan - Regular Plan - Growth Option
3Y Returns21.21%
Invesco India - Invesco Global Equity Income Fund of Fund - Regular Plan - Growth
3Y Returns21.32%