DSP Multicap Fund vs Aditya Birla Sun Life Multi compare
Aditya Birla Sun Life Multi-Cap Fund-Regular Growth
DSP Multicap Fund - Regular (G)
Chart Comparison
Overview
| Scheme Name | Aditya Birla Sun Life Multi-Cap Fund-Regular Growth | DSP Multicap Fund - Regular (G) |
|---|---|---|
| Fund | Aditya Birla Sun Life Multi-Cap Fund-Regular Growth | DSP Multicap Fund - Regular (G) |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹6748 Cr | ₹2628 Cr |
| Min Investment | ₹500 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹500 | ₹100 |
| Launch Date | 07 May 2021 | 30 Jan 2024 |
| Category | Multi Cap | Multi Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | Nifty 500 Multicap 50:25:25 TRI | NIFTY500 MULTICAP 50:25:25 TRI |
| Turn Over | 37% | % |
| Expense Ratio | 1.84 | 2.01 |
| Manager | Dhaval Joshi | Chirag Dagli |
| ISIN Code | INF209KB1Y23 | INF740KA1TZ4 |
| 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 | DSP 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 | DSP Multicap Fund - Regular (G) |
|---|---|---|
| 1 Month | 1.25% | 0.41% |
| 6 Month | 6.48% | 5.62% |
| 1 Year | 7.22% | 3.24% |
| 3 Year | 17.49% | - |
| 5 Year | - | - |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Multi-Cap Fund-Regular Growth | DSP Multicap Fund - Regular (G) |
|---|---|---|
| 6 Month | 2.04% | -0.22% |
| 1 Year | 13.96% | 10.44% |
| 3 Year | 15.06% | - |
| 5 Year | - | - |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Multi-Cap Fund-Regular Growth | DSP Multicap Fund - Regular (G) |
|---|---|---|
| 1 Year | 12.74% | 3.29% |
| 3 Year | 17.21% | - |
| 5 Year | - | - |
Risk Management
| Scheme Name | Aditya Birla Sun Life Multi-Cap Fund-Regular Growth | DSP Multicap Fund - Regular (G) |
|---|---|---|
| Standard Deviation | 13.54% | - |
| Sharp | 0.76% | - |
| Beta | 0.92% | - |
| Alpha | -0.86% | - |
Fund Managers
| Scheme Name | Aditya Birla Sun Life Multi-Cap Fund-Regular Growth | DSP Multicap Fund - Regular (G) |
|---|---|---|
| Name | Dhaval Joshi | Chirag Dagli |
| Total AUM | ₹361932 Cr | ₹0 Cr |
| Funds Managed | 55 | 2 |
| Aditya Birla Sun Life Multi-Cap Fund-Regular Growth | DSP Multicap Fund - Regular (G) |
Market Cap
| Scheme Name |
Aditya Birla Sun Life Multi-Cap Fund-Regular Growth |
DSP Multicap Fund - Regular (G) |
|---|---|---|
| Others | 8.01 | 10.34 |
| Large Cap | 42.43 | 32.93 |
| Small Cap | 30.12 | 35.5 |
| Mid Cap | 19.44 | 21.23 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Multi-Cap Fund-Regular Growth |
DSP Multicap Fund - Regular (G) |
|---|---|---|
| Others | 3.84 | 4.88 |
| Energy | 1.3 | 3.45 |
| Technology | 9.63 | 8.29 |
| Consumer Cyclical | 16.74 | 11.21 |
| Consumer Defensive | 8.11 | 5.45 |
| Industrials | 10.3 | 12.09 |
| Basic Materials | 7.57 | 12.81 |
| Financial Services | 28.93 | 27 |
| Healthcare | 7.6 | 13.49 |
| Communication Services | 3.16 | - |
| Utilities | 0.6 | 1.31 |
| Real Estate | 2.24 | - |
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