Edelweiss Multi Cap Fund vs Aditya Birla Sun Life Multi compare
Aditya Birla Sun Life Multi-Cap Fund-Regular Growth
Edelweiss Multi Cap Fund - Regular (G)
Chart Comparison
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) | ₹6508 Cr | ₹2909 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 | -1.9% | -2.39% |
6 Month | 15.93% | 14.11% |
1 Year | -3.33% | -5.95% |
3 Year | 16.63% | - |
5 Year | - | - |
SIP Return Analysis
Scheme Name | Aditya Birla Sun Life Multi-Cap Fund-Regular Growth | Edelweiss Multi Cap Fund - Regular (G) |
---|---|---|
6 Month | 1.14% | 0.02% |
1 Year | 3.08% | -0.34% |
3 Year | 14.29% | - |
5 Year | - | - |
Rolling Lumpsum Returns
Scheme Name | Aditya Birla Sun Life Multi-Cap Fund-Regular Growth | Edelweiss Multi Cap Fund - Regular (G) |
---|---|---|
1 Year | 14.36% | 10.35% |
3 Year | 17.8% | - |
5 Year | - | - |
Risk Management
Scheme Name | Aditya Birla Sun Life Multi-Cap Fund-Regular Growth | Edelweiss Multi Cap Fund - Regular (G) |
---|---|---|
Standard Deviation | 13.53% | - |
Sharp | 0.79% | - |
Beta | 0.95% | - |
Alpha | 1.10% | - |
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 | 8.09 | 5.43 |
Large Cap | 40.14 | 40.68 |
Small Cap | 29.45 | 29.84 |
Mid Cap | 22.33 | 24.05 |
Sector Allocation
Scheme Name |
Aditya Birla Sun Life Multi-Cap Fund-Regular Growth |
Edelweiss Multi Cap Fund - Regular (G) |
---|---|---|
Others | 2.52 | 1.56 |
Energy | 1.26 | 4.22 |
Technology | 7.63 | 9.63 |
Consumer Cyclical | 15.71 | 13.74 |
Consumer Defensive | 8.63 | 5.98 |
Industrials | 13.55 | 8.73 |
Financial Services | 26.36 | 30.97 |
Healthcare | 7.67 | 11.85 |
Basic Materials | 9.83 | 7.2 |
Communication Services | 2.86 | 1.65 |
Utilities | 1.46 | 2.5 |
Real Estate | 2.52 | 1.97 |
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