Aditya Birla Sun Life Multi vs ITI Multi Cap Fund Regular compare
ITI Multi Cap Fund Regular - Growth
Aditya Birla Sun Life Multi-Cap Fund-Regular Growth
Chart Comparison
Overview
Scheme Name | ITI Multi Cap Fund Regular - Growth | Aditya Birla Sun Life Multi-Cap Fund-Regular Growth |
---|---|---|
Fund | ITI Multi Cap Fund Regular - Growth | Aditya Birla Sun Life Multi-Cap Fund-Regular Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹1201 Cr | ₹6321 Cr |
Min Investment | ₹1000 | ₹500 |
Min SIP Invesment | ₹500 | ₹100 |
Min Addl Investment | ₹1000 | ₹500 |
Launch Date | 15 May 2019 | 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 | % | 37% |
Expense Ratio | 2.01 | 1.84 |
Manager | Rohan Korde | Dhaval Joshi |
ISIN Code | INF00XX01135 | INF209KB1Y23 |
Exits Load | ITI Multi Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 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 | ITI Multi Cap Fund Regular - Growth | Aditya Birla Sun Life Multi-Cap Fund-Regular Growth |
---|---|---|
1 Month | 2.94% | 3.76% |
6 Month | 0.84% | 0.66% |
1 Year | -1.82% | 2.79% |
3 Year | 25.27% | 21.25% |
5 Year | 21.11% | - |
SIP Return Analysis
Scheme Name | ITI Multi Cap Fund Regular - Growth | Aditya Birla Sun Life Multi-Cap Fund-Regular Growth |
---|---|---|
6 Month | 13.25% | 11.57% |
1 Year | 11.5% | 11.81% |
3 Year | 21.13% | 19.42% |
5 Year | 18.95% | - |
Rolling Lumpsum Returns
Scheme Name | ITI Multi Cap Fund Regular - Growth | Aditya Birla Sun Life Multi-Cap Fund-Regular Growth |
---|---|---|
1 Year | 16.75% | 16.12% |
3 Year | 17.85% | 16.91% |
5 Year | 17.93% | - |
Risk Management
Scheme Name | ITI Multi Cap Fund Regular - Growth | Aditya Birla Sun Life Multi-Cap Fund-Regular Growth |
---|---|---|
Standard Deviation | 15.61% | 14.29% |
Sharp | 0.96% | 0.79% |
Beta | 1.02% | 0.94% |
Alpha | 3.46% | 0.64% |
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Fund Managers
Scheme Name | ITI Multi Cap Fund Regular - Growth | Aditya Birla Sun Life Multi-Cap Fund-Regular Growth |
---|---|---|
Name | Rohan Korde | Dhaval Joshi |
Total AUM | ₹4626 Cr | ₹361932 Cr |
Funds Managed | 10 | 55 |
ITI Multi Cap Fund Regular - Growth | Aditya Birla Sun Life Multi-Cap Fund-Regular Growth |
Market Cap
Scheme Name |
ITI Multi Cap Fund Regular - Growth |
Aditya Birla Sun Life Multi-Cap Fund-Regular Growth |
---|---|---|
Others | 4.77 | 5.18 |
Large Cap | 40.06 | 42.68 |
Small Cap | 26.83 | 27.37 |
Mid Cap | 28.33 | 24.77 |
Sector Allocation
Scheme Name |
ITI Multi Cap Fund Regular - Growth |
Aditya Birla Sun Life Multi-Cap Fund-Regular Growth |
---|---|---|
Others | 2.77 | 1.78 |
Energy | 4.86 | 2 |
Technology | 10.43 | 7.6 |
Industrials | 20.88 | 13.64 |
Financial Services | 22.24 | 25.25 |
Basic Materials | 11.08 | 9.54 |
Healthcare | 7.03 | 7.83 |
Consumer Cyclical | 11.61 | 15.93 |
Consumer Defensive | 3.39 | 9.42 |
Communication Services | 2.24 | 3.2 |
Real Estate | 2.16 | 2.62 |
Utilities | 1.31 | 1.19 |
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