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) | ₹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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