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Aditya Birla Sun Life Multi vs Tata Multicap Fund compare

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tortoise-icon Aditya Birla Sun Life Multi-Cap Fund-Regular Growth

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tortoise-icon Tata Multicap Fund - Regular Plan - Growth

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tortoise-icon Tata Multicap Fund - Regular Plan - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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% - -

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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

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