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) | ₹6781 Cr | ₹2664 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 | -2.72% | -2.94% |
| 6 Month | 1.81% | -0.86% |
| 1 Year | -1.36% | -3.32% |
| 3 Year | 16% | - |
| 5 Year | - | - |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Multi-Cap Fund-Regular Growth | DSP Multicap Fund - Regular (G) |
|---|---|---|
| 6 Month | 0.82% | -0.96% |
| 1 Year | 12.73% | 9.34% |
| 3 Year | 13.73% | - |
| 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 | 13.55% | - |
| Sharp | 0.74% | - |
| Beta | 0.93% | - |
| Alpha | -0.34% | - |
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 | 9.04 | 11.55 |
| Large Cap | 43.34 | 33.27 |
| Small Cap | 28.07 | 34.8 |
| Mid Cap | 19.56 | 20.39 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Multi-Cap Fund-Regular Growth |
DSP Multicap Fund - Regular (G) |
|---|---|---|
| Others | 3.16 | 3.93 |
| Energy | 1.36 | 3.35 |
| Technology | 9.92 | 8.45 |
| Consumer Cyclical | 17.6 | 12.4 |
| Consumer Defensive | 7.74 | 7.43 |
| Industrials | 10.23 | 11.31 |
| Basic Materials | 6.68 | 11.95 |
| Financial Services | 29.2 | 27.17 |
| Healthcare | 7.62 | 12.77 |
| Real Estate | 2.58 | - |
| Communication Services | 3.32 | - |
| Utilities | 0.59 | 1.25 |
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