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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) | ₹6502 Cr | ₹3101 Cr | ₹3101 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 | 4.55% | 5% | 5% |
| 6 Month | 9.88% | 11.47% | 11.47% |
| 1 Year | 3.95% | 1.27% | 1.27% |
| 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 | 2.63% | 3.1% | 3.1% |
| 1 Year | 13.32% | 13.39% | 13.39% |
| 3 Year | 15.93% | - | - |
| 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 | 12.74% | 19.44% | 19.44% |
| 3 Year | 17.21% | - | - |
| 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 | 13.53% | - | - |
| Sharp | 0.75% | - | - |
| Beta | 0.98% | - | - |
| Alpha | 0.96% | - | - |
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 | 7.25 | 5.41 | 5.41 |
| Large Cap | 41.99 | 41.98 | 41.98 |
| Small Cap | 30.18 | 27.81 | 27.81 |
| Mid Cap | 20.59 | 24.8 | 24.8 |
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 | 2.83 | 3.4 | 3.4 |
| Energy | 1.23 | 3.08 | 3.08 |
| Technology | 9.26 | 11.03 | 11.03 |
| Consumer Cyclical | 15.92 | 12.48 | 12.48 |
| Consumer Defensive | 8.01 | 1.93 | 1.93 |
| Industrials | 11.13 | 15.49 | 15.49 |
| Basic Materials | 9.32 | 7.84 | 7.84 |
| Financial Services | 27.67 | 27.12 | 27.12 |
| Healthcare | 8.64 | 7.96 | 7.96 |
| Communication Services | 2.77 | 3.79 | 3.79 |
| Utilities | 1.13 | 3.36 | 3.36 |
| Real Estate | 2.07 | 2.53 | 2.53 |
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