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 | ₹8631 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 | 3.14% | 2.92% |
| 6 Month | 9.76% | 11.04% |
| 1 Year | 0.97% | 5.35% |
| 3 Year | 18.87% | 22.4% |
| 5 Year | 19.48% | - |
SIP Return Analysis
| Scheme Name | ITI Multi Cap Fund Regular - Growth | Axis Multicap Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | -0.75% | 0.51% |
| 1 Year | 6.52% | 8.06% |
| 3 Year | 13.22% | 18.43% |
| 5 Year | 14.44% | - |
Rolling Lumpsum Returns
| Scheme Name | ITI Multi Cap Fund Regular - Growth | Axis Multicap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 12.63% | 21.34% |
| 3 Year | 18.22% | 21.22% |
| 5 Year | 18.95% | - |
Risk Management
| Scheme Name | ITI Multi Cap Fund Regular - Growth | Axis Multicap Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 14.96% | 13.64% |
| Sharp | 0.80% | 1.05% |
| Beta | 1.08% | 0.97% |
| Alpha | 1.76% | 5.30% |
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 | 9.72 | 7.27 |
| Large Cap | 37.57 | 42.22 |
| Small Cap | 26.62 | 24.86 |
| Mid Cap | 26.08 | 25.66 |
Sector Allocation
| Scheme Name |
ITI Multi Cap Fund Regular - Growth |
Axis Multicap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 3.44 | 2.05 |
| Energy | 4.25 | 3.08 |
| Technology | 12.01 | 11.36 |
| Consumer Cyclical | 11.47 | 18.19 |
| Consumer Defensive | 5.57 | 4.53 |
| Industrials | 20.2 | 16.17 |
| Financial Services | 21.98 | 21.07 |
| Basic Materials | 8.78 | 6.23 |
| Healthcare | 7.66 | 11.56 |
| Communication Services | 2.24 | 2.07 |
| Real Estate | 1.09 | 2.59 |
| Utilities | 1.31 | 1.1 |
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