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Aditya Birla Sun Life Multi vs Invesco India Multicap Fund compare

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tortoise-icon Invesco India Multicap Fund - Growth Option

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tortoise-icon 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) ₹4003 Cr ₹6321 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 3.57% 4.91%
6 Month -1.42% 2.11%
1 Year 8.35% 4.58%
3 Year 25.08% 21.4%
5 Year 25.34% -

SIP Return Analysis

Scheme Name Invesco India Multicap Fund - Growth Option Aditya Birla Sun Life Multi-Cap Fund-Regular Growth
6 Month 11.16% 11.57%
1 Year 10.97% 11.81%
3 Year 22.02% 19.42%
5 Year 20.64% -

Rolling Lumpsum Returns

Scheme Name Invesco India Multicap Fund - Growth Option Aditya Birla Sun Life Multi-Cap Fund-Regular Growth
1 Year 14.92% 16.12%
3 Year 17.84% 16.91%
5 Year 18.59% -

Risk Management

Scheme Name Invesco India Multicap Fund - Growth Option Aditya Birla Sun Life Multi-Cap Fund-Regular Growth
Standard Deviation 12.65% 14.29%
Sharp 1% 0.79%
Beta 0.94% 0.94%
Alpha 1.05% 0.64%

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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 2.39 2.78
Large Cap 44.59 45.24
Small Cap 25.03 26.38
Mid Cap 27.99 25.61

Sector Allocation

Scheme Name

Invesco India Multicap Fund - Growth Option

Aditya Birla Sun Life Multi-Cap Fund-Regular Growth

Others 2.39 2.78
Telecom - Services 2.79 -
IT - Software 7.66 -
Food Products 1.95 -
Retailing 7.21 -
Healthcare Services 2.7 -
Non - Ferrous Metals 0.77 -
Pharmaceuticals & Biotechnology 5.54 -
Banks 11.95 -
Electrical Equipment 3.76 -
Cement & Cement Products 3.59 -
Paper, Forest & Jute Products 0.99 -
Ferrous Metals 1.52 -
Power 2.3 -
Automobiles 1.62 -
Commercial Services & Supplies 1.64 -
Finance 4.48 -
Agricultural Food & other Products 2.16 -
Industrial Products 3.57 -
Beverages 4.78 -
Healthcare Equipment & Supplies 1.68 -
Realty 1.97 -
Chemicals & Petrochemicals 3.92 -
Aerospace & Defense 2.05 -
Consumer Durables 6.04 -
Auto Components 3.09 -
Financial Technology (Fintech) 1.65 -
Insurance 0.97 -
Transport Services 1.64 -
Industrial Manufacturing 1.64 -
Capital Markets 1.98 -
Energy - 3.08
Technology - 8.95
Consumer Cyclical - 16.83
Consumer Defensive - 8.79
Industrials - 12.86
Healthcare - 11.49
Basic Materials - 6.84
Financial Services - 19.84
Communication Services - 3.45
Utilities - 2.56
Real Estate - 2.55

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