Axis Multicap Fund vs ITI Multi Cap Fund Regular compare
ITI Multi Cap Fund Regular - Growth
Axis Multicap Fund - Regular Plan - Growth
Chart Comparison
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) | ₹1261 Cr | ₹8329 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 | 3.02% | 3.38% |
6 Month | 18.92% | 16.38% |
1 Year | -5.74% | -0.11% |
3 Year | 18.68% | 21.21% |
5 Year | 19.62% | - |
SIP Return Analysis
Scheme Name | ITI Multi Cap Fund Regular - Growth | Axis Multicap Fund - Regular Plan - Growth |
---|---|---|
6 Month | 4.49% | 5.33% |
1 Year | 11.21% | 12.7% |
3 Year | 16.99% | 21.89% |
5 Year | 16.43% | - |
Rolling Lumpsum Returns
Scheme Name | ITI Multi Cap Fund Regular - Growth | Axis Multicap Fund - Regular Plan - Growth |
---|---|---|
1 Year | 14.48% | 23.34% |
3 Year | 18.05% | 20.83% |
5 Year | 18.7% | - |
Risk Management
Scheme Name | ITI Multi Cap Fund Regular - Growth | Axis Multicap Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 15.02% | 13.74% |
Sharp | 0.77% | 0.99% |
Beta | 1.07% | 0.95% |
Alpha | 3.13% | 6.03% |
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 | 5.81 | 6.44 |
Large Cap | 39.79 | 39.8 |
Small Cap | 26.3 | 26.59 |
Mid Cap | 28.09 | 27.16 |
Sector Allocation
Scheme Name |
ITI Multi Cap Fund Regular - Growth |
Axis Multicap Fund - Regular Plan - Growth |
---|---|---|
Others | 2.8 | 1.95 |
Energy | 5.01 | 3.27 |
Technology | 10.23 | 10.89 |
Consumer Cyclical | 12.4 | 15.08 |
Industrials | 19.58 | 17.49 |
Consumer Defensive | 3.9 | 3.78 |
Financial Services | 23.58 | 22.26 |
Basic Materials | 8.54 | 7.12 |
Healthcare | 8.4 | 12.19 |
Communication Services | 2.26 | 2.2 |
Real Estate | 2.03 | 2.76 |
Utilities | 1.28 | 1 |
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