Aditya Birla Sun Life Multi vs Tata Multicap Fund compare
Aditya Birla Sun Life Multi-Cap Fund-Regular Growth
Tata Multicap Fund - Regular Plan - Growth
Tata Multicap Fund - Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | Aditya Birla Sun Life Multi-Cap Fund-Regular Growth | Tata Multicap Fund - Regular Plan - Growth | Tata Multicap Fund - Regular Plan - Growth |
---|---|---|---|
Fund | Aditya Birla Sun Life Multi-Cap Fund-Regular Growth | Tata Multicap Fund - Regular Plan - Growth | Tata Multicap Fund - Regular Plan - Growth |
Investment Plan | Growth | Growth | Growth |
Level of Risk | Very High | Very High | Very High |
Asset Size (Cr) | ₹6636 Cr | ₹3196 Cr | ₹3196 Cr |
Min Investment | ₹500 | ₹5000 | ₹5000 |
Min SIP Invesment | ₹100 | ₹150 | ₹150 |
Min Addl Investment | ₹500 | ₹1000 | ₹1000 |
Launch Date | 07 May 2021 | 02 Feb 2023 | 02 Feb 2023 |
Category | Multi Cap | Multi Cap | Multi Cap |
Fund Type | Open Ended | Open Ended | Open Ended |
Benchmark | Nifty 500 Multicap 50:25:25 TRI | Nifty 500 Multicap 50:25:25 TRI | Nifty 500 Multicap 50:25:25 TRI |
Turn Over | 37% | 3.53% | 3.53% |
Expense Ratio | 1.84 | 1.89 | 1.89 |
Manager | Dhaval Joshi | Rahul Singh | Rahul Singh |
ISIN Code | INF209KB1Y23 | INF277KA1703 | INF277KA1703 |
Exits Load | 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 | Tata Multicap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Tata Multicap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Aditya Birla Sun Life Multi-Cap Fund-Regular Growth | Tata Multicap Fund - Regular Plan - Growth | Tata Multicap Fund - Regular Plan - Growth |
---|---|---|---|
1 Month | -1.65% | -1.35% | -1.35% |
6 Month | 10.04% | 8.22% | 8.22% |
1 Year | 0.2% | -5.94% | -5.94% |
3 Year | 17.74% | - | - |
5 Year | - | - | - |
SIP Return Analysis
Scheme Name | Aditya Birla Sun Life Multi-Cap Fund-Regular Growth | Tata Multicap Fund - Regular Plan - Growth | Tata Multicap Fund - Regular Plan - Growth |
---|---|---|---|
6 Month | 7.47% | 6.81% | 6.81% |
1 Year | 8.55% | 4.19% | 4.19% |
3 Year | 17.56% | - | - |
5 Year | - | - | - |
Rolling Lumpsum Returns
Scheme Name | Aditya Birla Sun Life Multi-Cap Fund-Regular Growth | Tata Multicap Fund - Regular Plan - Growth | Tata Multicap Fund - Regular Plan - Growth |
---|---|---|---|
1 Year | 16.12% | 27.25% | 27.25% |
3 Year | 16.91% | - | - |
5 Year | - | - | - |
Risk Management
Scheme Name | Aditya Birla Sun Life Multi-Cap Fund-Regular Growth | Tata Multicap Fund - Regular Plan - Growth | Tata Multicap Fund - Regular Plan - Growth |
---|---|---|---|
Standard Deviation | 13.97% | - | - |
Sharp | 1.02% | - | - |
Beta | 0.94% | - | - |
Alpha | 0.83% | - | - |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
Scheme Name | Aditya Birla Sun Life Multi-Cap Fund-Regular Growth | Tata Multicap Fund - Regular Plan - Growth | Tata Multicap Fund - Regular Plan - Growth |
---|---|---|---|
Name | Dhaval Joshi | Rahul Singh | Rahul Singh |
Total AUM | ₹361932 Cr | ₹19760 Cr | ₹19760 Cr |
Funds Managed | 55 | 9 | 9 |
Aditya Birla Sun Life Multi-Cap Fund-Regular Growth | Tata Multicap Fund - Regular Plan - Growth | Tata Multicap Fund - Regular Plan - Growth |
Market Cap
Scheme Name |
Aditya Birla Sun Life Multi-Cap Fund-Regular Growth |
Tata Multicap Fund - Regular Plan - Growth |
Tata Multicap Fund - Regular Plan - Growth |
---|---|---|---|
Others | 7.99 | 4.48 | 4.48 |
Large Cap | 39.38 | 45.72 | 45.72 |
Small Cap | 27.3 | 24.71 | 24.71 |
Mid Cap | 25.33 | 25.09 | 25.09 |
Sector Allocation
Scheme Name |
Aditya Birla Sun Life Multi-Cap Fund-Regular Growth |
Tata Multicap Fund - Regular Plan - Growth |
Tata Multicap Fund - Regular Plan - Growth |
---|---|---|---|
Others | 4.17 | 2.21 | 2.21 |
Energy | 2.02 | 4.76 | 4.76 |
Technology | 7.52 | 10.66 | 10.66 |
Consumer Cyclical | 16.16 | 12.55 | 12.55 |
Consumer Defensive | 7.92 | 2.19 | 2.19 |
Industrials | 14.21 | 12.91 | 12.91 |
Financial Services | 23.5 | 30.17 | 30.17 |
Healthcare | 7.58 | 7.63 | 7.63 |
Basic Materials | 10.32 | 7.29 | 7.29 |
Communication Services | 3.06 | 4.46 | 4.46 |
Utilities | 1.08 | 3.23 | 3.23 |
Real Estate | 2.45 | 1.95 | 1.95 |
Top Comparisons
Tata Arbitrage Fund-Regular Plan-Growth
3Y Returns6.93%
Mirae Asset Arbitrage Fund Regular Growth
3Y Returns6.84%
SBI Magnum Medium Duration Fund - Regular Plan - Growth
3Y Returns7.71%
DSP Bond Fund - Growth
3Y Returns7.7%
Tata Mid Cap Fund Regular Plan- Growth Option
3Y Returns22.05%
Quant Mid Cap Fund-Growth
3Y Returns20.64%
DSP Nifty Bank Index Fund - Regular (G)
3Y Returns0%
Mirae Asset Nifty MidSmallcap400 Momentum Quality 100 ETF FoF-Reg (G)
3Y Returns0%