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) | ₹6502 Cr | ₹2535 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 | 1.21% | 0.25% |
| 6 Month | 8.11% | 8.85% |
| 1 Year | 2.41% | 0.25% |
| 3 Year | 17.55% | - |
| 5 Year | - | - |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Multi-Cap Fund-Regular Growth | DSP Multicap Fund - Regular (G) |
|---|---|---|
| 6 Month | 2.63% | 1.41% |
| 1 Year | 13.32% | 11.61% |
| 3 Year | 15.93% | - |
| 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 | 13.53% | - |
| Sharp | 0.75% | - |
| Beta | 0.98% | - |
| Alpha | 0.96% | - |
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 | 7.25 | 12.28 |
| Large Cap | 41.99 | 31.07 |
| Small Cap | 30.18 | 35.67 |
| Mid Cap | 20.59 | 20.97 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Multi-Cap Fund-Regular Growth |
DSP Multicap Fund - Regular (G) |
|---|---|---|
| Others | 2.83 | 6.5 |
| Energy | 1.23 | 2.09 |
| Technology | 9.26 | 8.47 |
| Consumer Cyclical | 15.92 | 11.62 |
| Consumer Defensive | 8.01 | 5.65 |
| Industrials | 11.13 | 10.57 |
| Basic Materials | 9.32 | 13.35 |
| Financial Services | 27.67 | 26.92 |
| Healthcare | 8.64 | 13.47 |
| Communication Services | 2.77 | - |
| Utilities | 1.13 | 1.36 |
| Real Estate | 2.07 | - |
Top Comparisons
Nippon India Medium Duration Fund - Growth Option
3Y Returns8.5%
Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan
3Y Returns9.65%
Aditya Birla Sun Life Income Fund - Growth - Regular Plan
3Y Returns7.24%
Canara Robeco Income Fund - Regular Plan - Growth Option
3Y Returns6.42%
HDFC Corporate Bond Fund - Growth Option
3Y Returns7.98%
Tata Corporate Bond Fund-Regular Plan-Growth
3Y Returns7.69%
Kotak Banking & Financial Services Fund - Regular Plan - Growth
3Y Returns0%
Sundaram Financial Services Opportunities Fund Regular Plan - Growth
3Y Returns18.8%