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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) ₹6781 Cr ₹3148 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 -0.56% 0.2%
6 Month -1.61% -0.6%
1 Year 2.94% 2.59%
3 Year 16.45% -
5 Year - -

SIP Return Analysis

Scheme Name Aditya Birla Sun Life Multi-Cap Fund-Regular Growth Edelweiss Multi Cap Fund - Regular (G)
6 Month -0.08% 1.17%
1 Year 7.7% 9.87%
3 Year 11.56% -
5 Year - -

Rolling Lumpsum Returns

Scheme Name Aditya Birla Sun Life Multi-Cap Fund-Regular Growth Edelweiss Multi Cap Fund - Regular (G)
1 Year 9.56% 5%
3 Year 17.19% -
5 Year - -

Risk Management

Scheme Name Aditya Birla Sun Life Multi-Cap Fund-Regular Growth Edelweiss Multi Cap Fund - Regular (G)
Standard Deviation 11.64% -
Sharp 0.82% -
Beta 0.93% -
Alpha -0.95% -

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 9.04 0.69
Large Cap 43.34 47.08
Small Cap 28.07 25.09
Mid Cap 19.56 27.14

Sector Allocation

Scheme Name

Aditya Birla Sun Life Multi-Cap Fund-Regular Growth

Edelweiss Multi Cap Fund - Regular (G)

Others 3.16 0.69
Energy 1.36 -
Technology 9.92 -
Consumer Cyclical 17.6 -
Consumer Defensive 7.74 -
Industrials 10.23 -
Basic Materials 6.68 -
Financial Services 29.2 -
Healthcare 7.62 -
Real Estate 2.58 -
Communication Services 3.32 -
Utilities 0.59 -
Petroleum Products - 2.96
IT - Software - 7.06
Food Products - 1.59
Retailing - 2.06
Auto Components - 3.12
Construction - 2.33
Healthcare Services - 3.69
Diversified FMCG - 0.65
Pharmaceuticals & Biotechnology - 5.25
Banks - 16.61
Non - Ferrous Metals - 0.78
Agricultural, Commercial & Construction Vehicles - 1.08
Chemicals & Petrochemicals - 3.1
Leisure Services - 2.46
Automobiles - 4.33
Aerospace & Defense - 1.95
Electrical Equipment - 2
Ferrous Metals - 1.6
IT - Hardware - 0.39
Capital Markets - 5.68
Finance - 9.03
Financial Technology (Fintech) - 0.79
Insurance - 0.85
Agricultural Food & other Products - 0.85
Realty - 1.84
Consumer Durables - 4.01
Industrial Manufacturing - 1.01
Fertilizers & Agrochemicals - 0.96
Oil - 0.99
Telecom - Services - 1.68
Cement & Cement Products - 0.69
Minerals & Mining - 0.92
Commercial Services & Supplies - 1.11
Power - 2.25
Industrial Products - 0.95
Textiles & Apparels - 0.46
Beverages - 2.23

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