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Aditya Birla Sun Life Multi vs Invesco India Multicap Fund compare
Invesco India Multicap Fund - Growth Option
Aditya Birla Sun Life Multi-Cap Fund-Regular Growth
Chart Comparison
Overview
| Scheme Name | Invesco India Multicap Fund - Growth Option | Aditya Birla Sun Life Multi-Cap Fund-Regular Growth |
|---|---|---|
| Fund | Invesco India Multicap Fund - Growth Option | Aditya Birla Sun Life Multi-Cap Fund-Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹4070 Cr | ₹6508 Cr |
| Min Investment | ₹1000 | ₹500 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹500 |
| Launch Date | 17 Mar 2008 | 07 May 2021 |
| 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 | 52% | 37% |
| Expense Ratio | 1.9 | 1.84 |
| Manager | Dhimant Kothari | Dhaval Joshi |
| ISIN Code | INF205K01DN2 | INF209KB1Y23 |
| 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 | 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 |
Trailing Lumpsum Returns
| Scheme Name | Invesco India Multicap Fund - Growth Option | Aditya Birla Sun Life Multi-Cap Fund-Regular Growth |
|---|---|---|
| 1 Month | -2.36% | -3.07% |
| 6 Month | 10.37% | 12.59% |
| 1 Year | 1.42% | 0.94% |
| 3 Year | 18.99% | 16.24% |
| 5 Year | 23.14% | - |
SIP Return Analysis
| Scheme Name | Invesco India Multicap Fund - Growth Option | Aditya Birla Sun Life Multi-Cap Fund-Regular Growth |
|---|---|---|
| 6 Month | 2.91% | 3.8% |
| 1 Year | 0.9% | 4.1% |
| 3 Year | 16.72% | 14.91% |
| 5 Year | 17.35% | - |
Rolling Lumpsum Returns
| Scheme Name | Invesco India Multicap Fund - Growth Option | Aditya Birla Sun Life Multi-Cap Fund-Regular Growth |
|---|---|---|
| 1 Year | 14.75% | 14.36% |
| 3 Year | 18.04% | 17.8% |
| 5 Year | 18.82% | - |
Risk Management
| Scheme Name | Invesco India Multicap Fund - Growth Option | Aditya Birla Sun Life Multi-Cap Fund-Regular Growth |
|---|---|---|
| Standard Deviation | 12.65% | 13.53% |
| Sharp | 0.97% | 0.79% |
| Beta | 0.95% | 0.95% |
| Alpha | 0.53% | 1.10% |
Fund Managers
| Scheme Name | Invesco India Multicap Fund - Growth Option | Aditya Birla Sun Life Multi-Cap Fund-Regular Growth |
|---|---|---|
| Name | Dhimant Kothari | Dhaval Joshi |
| Total AUM | ₹8118 Cr | ₹361932 Cr |
| Funds Managed | 7 | 55 |
| Invesco India Multicap Fund - Growth Option | Aditya Birla Sun Life Multi-Cap Fund-Regular Growth |
Market Cap
| Scheme Name |
Invesco India Multicap Fund - Growth Option |
Aditya Birla Sun Life Multi-Cap Fund-Regular Growth |
|---|---|---|
| Others | 12.55 | 8.09 |
| Large Cap | 33.42 | 40.14 |
| Small Cap | 28.46 | 29.45 |
| Mid Cap | 25.56 | 22.33 |
Sector Allocation
| Scheme Name |
Invesco India Multicap Fund - Growth Option |
Aditya Birla Sun Life Multi-Cap Fund-Regular Growth |
|---|---|---|
| Others | 2.24 | 2.52 |
| Communication Services | 2.64 | 2.86 |
| Technology | 9.35 | 7.63 |
| Consumer Defensive | 3.13 | 8.63 |
| Healthcare | 11.49 | 7.67 |
| Industrials | 15.91 | 13.55 |
| Consumer Cyclical | 18.15 | 15.71 |
| Basic Materials | 7.01 | 9.83 |
| Financial Services | 27.17 | 26.36 |
| Utilities | 0 | 1.46 |
| Real Estate | 2.9 | 2.52 |
| Energy | - | 1.26 |
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