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) | ₹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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