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Edelweiss Multi Cap Fund vs Aditya Birla Sun Life Multi compare

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tortoise-icon Aditya Birla Sun Life Multi-Cap Fund-Regular Growth

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tortoise-icon Edelweiss Multi Cap Fund - Regular (G)

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Aditya Birla Sun Life Multi-Cap Fund-Regular Growth Edelweiss Multi Cap Fund - Regular (G)
Fund Aditya Birla Sun Life Multi-Cap Fund-Regular Growth Edelweiss Multi Cap Fund - Regular (G)
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹6502 Cr ₹2940 Cr
Min Investment ₹500 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹500 ₹100
Launch Date 07 May 2021 25 Oct 2023
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 37% %
Expense Ratio 1.84 1.94
Manager Dhaval Joshi Trideep Bhattacharya
ISIN Code INF209KB1Y23 INF754K01RW0
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 Edelweiss Multi Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name Aditya Birla Sun Life Multi-Cap Fund-Regular Growth Edelweiss Multi Cap Fund - Regular (G)
1 Month 1.32% 2.04%
6 Month 9.5% 8.07%
1 Year 2.15% 0.25%
3 Year 16.49% -
5 Year - -

SIP Return Analysis

Scheme Name Aditya Birla Sun Life Multi-Cap Fund-Regular Growth Edelweiss Multi Cap Fund - Regular (G)
6 Month 3.82% 3.95%
1 Year 15.2% 13.91%
3 Year 15.86% -
5 Year - -

Rolling Lumpsum Returns

Scheme Name Aditya Birla Sun Life Multi-Cap Fund-Regular Growth Edelweiss Multi Cap Fund - Regular (G)
1 Year 12.74% 8.82%
3 Year 17.21% -
5 Year - -

Risk Management

Scheme Name Aditya Birla Sun Life Multi-Cap Fund-Regular Growth Edelweiss Multi Cap 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 Edelweiss Multi Cap Fund - Regular (G)
Name Dhaval Joshi Trideep Bhattacharya
Total AUM ₹361932 Cr ₹0 Cr
Funds Managed 55 9
Aditya Birla Sun Life Multi-Cap Fund-Regular Growth Edelweiss Multi Cap Fund - Regular (G)

Market Cap

Scheme Name

Aditya Birla Sun Life Multi-Cap Fund-Regular Growth

Edelweiss Multi Cap Fund - Regular (G)

Others 7.25 5.33
Large Cap 41.99 40.04
Small Cap 30.18 29.96
Mid Cap 20.59 24.67

Sector Allocation

Scheme Name

Aditya Birla Sun Life Multi-Cap Fund-Regular Growth

Edelweiss Multi Cap Fund - Regular (G)

Others 2.83 1.37
Energy 1.23 3.71
Technology 9.26 10.43
Consumer Cyclical 15.92 14.97
Consumer Defensive 8.01 5.41
Industrials 11.13 9.39
Basic Materials 9.32 8.44
Financial Services 27.67 30.19
Healthcare 8.64 10.11
Communication Services 2.77 1.61
Utilities 1.13 2.52
Real Estate 2.07 1.86

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