- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
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) | ₹4084 Cr | ₹6502 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 | -1.08% | 1.88% |
| 6 Month | 2.87% | 8.01% |
| 1 Year | 0.27% | 5.13% |
| 3 Year | 17.86% | 17% |
| 5 Year | 20.55% | - |
SIP Return Analysis
| Scheme Name | Invesco India Multicap Fund - Growth Option | Aditya Birla Sun Life Multi-Cap Fund-Regular Growth |
|---|---|---|
| 6 Month | -1.12% | 2.3% |
| 1 Year | 3.28% | 13.33% |
| 3 Year | 13.76% | 14.85% |
| 5 Year | 15.17% | - |
Rolling Lumpsum Returns
| Scheme Name | Invesco India Multicap Fund - Growth Option | Aditya Birla Sun Life Multi-Cap Fund-Regular Growth |
|---|---|---|
| 1 Year | 14.32% | 12.74% |
| 3 Year | 18.16% | 17.21% |
| 5 Year | 19.05% | - |
Risk Management
| Scheme Name | Invesco India Multicap Fund - Growth Option | Aditya Birla Sun Life Multi-Cap Fund-Regular Growth |
|---|---|---|
| Standard Deviation | 12.65% | 13.54% |
| Sharp | 0.84% | 0.76% |
| Beta | 0.96% | 0.92% |
| Alpha | -0.44% | -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 | 12.56 | 7.25 |
| Small Cap | 27.43 | 30.18 |
| Large Cap | 32.97 | 41.99 |
| Mid Cap | 27.03 | 20.59 |
Sector Allocation
| Scheme Name |
Invesco India Multicap Fund - Growth Option |
Aditya Birla Sun Life Multi-Cap Fund-Regular Growth |
|---|---|---|
| Others | 0.96 | 2.83 |
| Communication Services | 2.18 | 2.77 |
| Consumer Defensive | 2.74 | 8.01 |
| Consumer Cyclical | 24.81 | 15.92 |
| Healthcare | 11.37 | 8.64 |
| Industrials | 14 | 11.13 |
| Financial Services | 26.34 | 27.67 |
| Basic Materials | 5 | 9.32 |
| Technology | 9.63 | 9.26 |
| Real Estate | 2.97 | 2.07 |
| Energy | - | 1.23 |
| Utilities | - | 1.13 |
Top Comparisons
Sundaram ELSS Tax Saver Fund Regular Growth
3Y Returns14.83%
Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth
3Y Returns14.83%
Bajaj Finserv Multi Asset Allocation Fund-Reg (G)
3Y Returns0%
NIPPON INDIA QUARTERLY INTERVAL FUND SERIES II IDCW PLAN REINVESTMENT
3Y Returns6.91%
ITI Balanced Advantage Fund Regular - Growth
3Y Returns11.2%
Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
3Y Returns14.16%
Aditya Birla Sun Life Savings Fund-Retail Growth
3Y Returns7.51%
Baroda BNP Paribas Ultra Short Duration Fund - Regular Plan - Growth
3Y Returns7.29%
