Aditya Birla Sun Life Multi vs Tata Multicap Fund compare

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Aditya Birla Sun Life Multi-Cap Fund-Regular Growth

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Tata Multicap Fund - Regular Plan - Growth

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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)	₹6692 Cr	₹3216 Cr	₹3216 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

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	-4.24%	-3.52%	-3.52%
6 Month	-3.31%	0.57%	0.57%
1 Year	7.35%	9.94%	9.94%
3 Year	16.56%	-	-
5 Year	-	-	-

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	-4.7%	-2.48%	-2.48%
1 Year	-2.29%	3.27%	3.27%
3 Year	8.74%	-	-
5 Year	-	-	-

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	9.4%	6.03%	6.03%
3 Year	17.16%	-	-
5 Year	-	-	-

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	11.64%	-	-
Sharp	0.82%	-	-
Beta	0.93%	-	-
Alpha	-0.95%	-	-

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

Scheme Name	Aditya Birla Sun Life Multi-Cap Fund-Regular Growth	Tata Multicap Fund - Regular Plan - Growth	Tata Multicap Fund - Regular Plan - Growth
Others	10.2	4.72	4.72
Large Cap	44.85	42.38	42.38
Small Cap	27.45	27.44	27.44
Mid Cap	17.51	25.46	25.46

Scheme Name	Aditya Birla Sun Life Multi-Cap Fund-Regular Growth	Tata Multicap Fund - Regular Plan - Growth	Tata Multicap Fund - Regular Plan - Growth
Others	3.5	2.32	2.32
Energy	2.79	3.42	3.42
Technology	9.5	11.92	11.92
Consumer Cyclical	17.39	12.38	12.38
Consumer Defensive	7.36	2.65	2.65
Industrials	9.89	13.02	13.02
Basic Materials	7.12	6.83	6.83
Financial Services	28.54	29.86	29.86
Healthcare	7.37	8.39	8.39
Real Estate	2.51	2.3	2.3
Communication Services	3.43	3.6	3.6
Utilities	0.6	3.3	3.3