Axis Multicap Fund vs ITI Multi Cap Fund Regular compare

Axis Multicap Fund vs ITI Multi Cap Fund Regular compare

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ITI Multi Cap Fund Regular - Growth

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Axis 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	ITI Multi Cap Fund Regular - Growth	Axis Multicap Fund - Regular Plan - Growth
Fund	ITI Multi Cap Fund Regular - Growth	Axis Multicap Fund - Regular Plan - Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Moderately High
Asset Size (Cr)	₹1326 Cr	₹9243 Cr
Min Investment	₹1000	₹100
Min SIP Invesment	₹500	₹100
Min Addl Investment	₹1000	₹100
Launch Date	15 May 2019	16 Dec 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	%	11.16%
Expense Ratio	2.01	1.81
Manager	Rohan Korde	Shreyash Devalkar
ISIN Code	INF00XX01135	INF846K016E3
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	Axis 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	ITI Multi Cap Fund Regular - Growth	Axis Multicap Fund - Regular Plan - Growth
1 Month	-0.78%	-1.69%
6 Month	3.15%	4.1%
1 Year	-0.18%	-0.28%
3 Year	18.45%	21.48%
5 Year	15.86%	-

SIP Return Analysis

Scheme Name	ITI Multi Cap Fund Regular - Growth	Axis Multicap Fund - Regular Plan - Growth
6 Month	0.88%	0.21%
1 Year	13.15%	10.84%
3 Year	14.18%	17.82%
5 Year	14.94%	-

Rolling Lumpsum Returns

Scheme Name	ITI Multi Cap Fund Regular - Growth	Axis Multicap Fund - Regular Plan - Growth
1 Year	7.66%	21.34%
3 Year	18.33%	21.22%
5 Year	18.89%	-

Risk Management

Scheme Name	ITI Multi Cap Fund Regular - Growth	Axis Multicap Fund - Regular Plan - Growth
Standard Deviation	14.97%	13.72%
Sharp	0.78%	1.03%
Beta	1.02%	0.92%
Alpha	0.34%	3.88%

Fund Managers

Scheme Name	ITI Multi Cap Fund Regular - Growth	Axis Multicap Fund - Regular Plan - Growth
Name	Rohan Korde	Shreyash Devalkar
Total AUM	₹4626 Cr	₹166770 Cr
Funds Managed	10	14
	ITI Multi Cap Fund Regular - Growth	Axis Multicap Fund - Regular Plan - Growth

Market Cap

Scheme Name	ITI Multi Cap Fund Regular - Growth	Axis Multicap Fund - Regular Plan - Growth
Others	11.04	10.63
Large Cap	40.76	40.5
Small Cap	21.66	24.95
Mid Cap	26.54	23.92

Sector Allocation

Scheme Name	ITI Multi Cap Fund Regular - Growth	Axis Multicap Fund - Regular Plan - Growth
Others	3.14	2.68
Energy	4.63	3.43
Technology	10.43	11.2
Consumer Defensive	5.16	3.93
Industrials	19.21	15.88
Financial Services	23.64	24.25
Basic Materials	10.25	6.35
Healthcare	7.07	9.96
Consumer Cyclical	11.39	16.49
Communication Services	2.23	2.59
Real Estate	1.66	2.79
Utilities	1.18	0.46

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