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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) | ₹4130 Cr | ₹6692 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% | -0.3% |
| 6 Month | -6.46% | -1.5% |
| 1 Year | -3.3% | 6.09% |
| 3 Year | 16.14% | 16.77% |
| 5 Year | 15.84% | - |
SIP Return Analysis
| Scheme Name | Invesco India Multicap Fund - Growth Option | Aditya Birla Sun Life Multi-Cap Fund-Regular Growth |
|---|---|---|
| 6 Month | -4.72% | -0.87% |
| 1 Year | -3.75% | 7.42% |
| 3 Year | 8.82% | 11.58% |
| 5 Year | 12.35% | - |
Rolling Lumpsum Returns
| Scheme Name | Invesco India Multicap Fund - Growth Option | Aditya Birla Sun Life Multi-Cap Fund-Regular Growth |
|---|---|---|
| 1 Year | 14.04% | 9.56% |
| 3 Year | 18.07% | 17.19% |
| 5 Year | 19% | - |
Risk Management
| Scheme Name | Invesco India Multicap Fund - Growth Option | Aditya Birla Sun Life Multi-Cap Fund-Regular Growth |
|---|---|---|
| Standard Deviation | 14.38% | 13.49% |
| Sharp | 0.71% | 0.76% |
| Beta | 0.98% | 0.93% |
| Alpha | -1.39% | -0.86% |
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 | 16.4 | 10.2 |
| Large Cap | 30.34 | 44.85 |
| Mid Cap | 29.91 | 17.51 |
| Small Cap | 23.34 | 27.45 |
Sector Allocation
| Scheme Name |
Invesco India Multicap Fund - Growth Option |
Aditya Birla Sun Life Multi-Cap Fund-Regular Growth |
|---|---|---|
| Others | 0.52 | 3.5 |
| Communication Services | 2.39 | 3.43 |
| Consumer Cyclical | 23.58 | 17.39 |
| Industrials | 12.7 | 9.89 |
| Healthcare | 13.25 | 7.37 |
| Financial Services | 30.61 | 28.54 |
| Real Estate | 4.77 | 2.51 |
| Technology | 8.64 | 9.5 |
| Basic Materials | 3.53 | 7.12 |
| Energy | - | 2.79 |
| Consumer Defensive | - | 7.36 |
| Utilities | - | 0.6 |
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