Edelweiss Multi Cap Fund vs Aditya Birla Sun Life Multi compare

Edelweiss Multi Cap Fund vs Aditya Birla Sun Life Multi compare

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Aditya Birla Sun Life Multi-Cap Fund-Regular Growth

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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	2.55%	2.76%
6 Month	6.81%	6.23%
1 Year	6.53%	5.36%
3 Year	17.02%	-
5 Year	-	-

SIP Return Analysis

Scheme Name	Aditya Birla Sun Life Multi-Cap Fund-Regular Growth	Edelweiss Multi Cap Fund - Regular (G)
6 Month	2.3%	2.41%
1 Year	13.33%	12.14%
3 Year	14.85%	-
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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