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 | 0.1% | 0.75% |
6 Month | 10.91% | 10.32% |
1 Year | -0.74% | -2.09% |
3 Year | 17.66% | - |
5 Year | - | - |
SIP Return Analysis
Scheme Name | Aditya Birla Sun Life Multi-Cap Fund-Regular Growth | Edelweiss Multi Cap Fund - Regular (G) |
---|---|---|
6 Month | 2.2% | 1.83% |
1 Year | 12.53% | 10.15% |
3 Year | 15.58% | - |
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 | 13.53% | - |
Sharp | 0.75% | - |
Beta | 0.98% | - |
Alpha | 0.96% | - |
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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