Aditya Birla Sun Life Multi vs Invesco India Multicap Fund compare

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Invesco India Multicap Fund - Growth Option

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Aditya Birla Sun Life Multi-Cap Fund-Regular Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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)	₹4228 Cr	₹6748 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

Scheme Name	Invesco India Multicap Fund - Growth Option	Aditya Birla Sun Life Multi-Cap Fund-Regular Growth
1 Month	-1.71%	-1.19%
6 Month	-1.88%	3.53%
1 Year	-7.07%	0.15%
3 Year	16.14%	15.89%
5 Year	18.55%	-

Scheme Name	Invesco India Multicap Fund - Growth Option	Aditya Birla Sun Life Multi-Cap Fund-Regular Growth
6 Month	-0.98%	1.54%
1 Year	3.64%	12.72%
3 Year	12.72%	13.93%
5 Year	14.56%	-

Scheme Name	Invesco India Multicap Fund - Growth Option	Aditya Birla Sun Life Multi-Cap Fund-Regular Growth
1 Year	14.16%	12.74%
3 Year	18.13%	17.21%
5 Year	19.09%	-

Scheme Name	Invesco India Multicap Fund - Growth Option	Aditya Birla Sun Life Multi-Cap Fund-Regular Growth
Standard Deviation	14.28%	13.55%
Sharp	0.74%	0.74%
Beta	0.96%	0.93%
Alpha	-0.17%	-0.34%

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

Scheme Name	Invesco India Multicap Fund - Growth Option	Aditya Birla Sun Life Multi-Cap Fund-Regular Growth
Others	1.36	8.01
Large Cap	33.89	42.43
Mid Cap	36.6	19.44
Small Cap	28.15	30.12

Scheme Name	Invesco India Multicap Fund - Growth Option	Aditya Birla Sun Life Multi-Cap Fund-Regular Growth
Others	1.36	3.84
Telecom - Services	2.05	-
Retailing	12.12	-
Construction	1.35	-
Healthcare Services	9.57	-
Insurance	2.05	-
Banks	8.25	-
Consumer Durables	8.37	-
Paper, Forest & Jute Products	0.87	-
Electrical Equipment	0.93	-
IT - Software	6.41	-
Leisure Services	2.71	-
Automobiles	3.51	-
Commercial Services & Supplies	1.19	-
Capital Markets	6.29	-
Finance	9.69	-
Transport Services	4.1	-
Realty	3.07	-
Aerospace & Defense	2.03	-
Industrial Products	2.21	-
Pharmaceuticals & Biotechnology	3.4	-
Cement & Cement Products	3.82	-
Auto Components	1.36	-
Financial Technology (Fintech)	2.01	-
Industrial Manufacturing	1.28	-
Energy	-	1.3
Technology	-	9.63
Consumer Cyclical	-	16.74
Consumer Defensive	-	8.11
Industrials	-	10.3
Basic Materials	-	7.57
Financial Services	-	28.93
Healthcare	-	7.6
Communication Services	-	3.16
Utilities	-	0.6
Real Estate	-	2.24