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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) | ₹4003 Cr | ₹5879 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 | 2.5% | 3.04% |
| 6 Month | -3.91% | -0.05% |
| 1 Year | 5.5% | 3.26% |
| 3 Year | 25.46% | 21.88% |
| 5 Year | 24.78% | - |
SIP Return Analysis
| Scheme Name | Invesco India Multicap Fund - Growth Option | Aditya Birla Sun Life Multi-Cap Fund-Regular Growth |
|---|---|---|
| 6 Month | 6.21% | 7.25% |
| 1 Year | 3.71% | 5.25% |
| 3 Year | 19.98% | 17.44% |
| 5 Year | 19.62% | - |
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% | 13.457% |
| Sharp | 1% | 0.541% |
| Beta | 0.94% | 0.917% |
| Alpha | 1.05% | -0.116% |
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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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