Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

Edelweiss Multi Cap Fund vs ITI Multi Cap Fund Regular compare

Link copied to clipboard!

tortoise-icon ITI Multi Cap Fund Regular - Growth

Invest Now

tortoise-icon Edelweiss Multi Cap Fund - Regular (G)

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name ITI Multi Cap Fund Regular - Growth Edelweiss Multi Cap Fund - Regular (G)
Fund ITI 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) ₹1261 Cr ₹2883 Cr
Min Investment ₹1000 ₹100
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 15 May 2019 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 % %
Expense Ratio 2.01 1.94
Manager Rohan Korde Trideep Bhattacharya
ISIN Code INF00XX01135 INF754K01RW0
Exits Load ITI 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 ITI Multi Cap Fund Regular - Growth Edelweiss Multi Cap Fund - Regular (G)
1 Month 2.92% 2.86%
6 Month 20.27% 17.3%
1 Year -5.46% -3.66%
3 Year 19.47% -
5 Year 19.34% -

SIP Return Analysis

Scheme Name ITI Multi Cap Fund Regular - Growth Edelweiss Multi Cap Fund - Regular (G)
6 Month 4.49% 3.4%
1 Year 11.21% 8.03%
3 Year 16.99% -
5 Year 16.43% -

Rolling Lumpsum Returns

Scheme Name ITI Multi Cap Fund Regular - Growth Edelweiss Multi Cap Fund - Regular (G)
1 Year 14.48% 10.35%
3 Year 18.05% -
5 Year 18.7% -

Risk Management

Scheme Name ITI Multi Cap Fund Regular - Growth Edelweiss Multi Cap Fund - Regular (G)
Standard Deviation 15.02% -
Sharp 0.77% -
Beta 1.07% -
Alpha 3.13% -

Fund Managers

Scheme Name ITI Multi Cap Fund Regular - Growth Edelweiss Multi Cap Fund - Regular (G)
Name Rohan Korde Trideep Bhattacharya
Total AUM ₹4626 Cr ₹0 Cr
Funds Managed 10 9
ITI Multi Cap Fund Regular - Growth Edelweiss Multi Cap Fund - Regular (G)

Market Cap

Scheme Name

ITI Multi Cap Fund Regular - Growth

Edelweiss Multi Cap Fund - Regular (G)

Others 5.81 5.43
Large Cap 39.79 40.68
Small Cap 26.3 29.84
Mid Cap 28.09 24.05

Sector Allocation

Scheme Name

ITI Multi Cap Fund Regular - Growth

Edelweiss Multi Cap Fund - Regular (G)

Others 2.8 1.56
Energy 5.01 4.22
Technology 10.23 9.63
Consumer Cyclical 12.4 13.74
Industrials 19.58 8.73
Consumer Defensive 3.9 5.98
Financial Services 23.58 30.97
Basic Materials 8.54 7.2
Healthcare 8.4 11.85
Communication Services 2.26 1.65
Real Estate 2.03 1.97
Utilities 1.28 2.5

Top Comparisons

ICICI Prudential Nifty Next 50 Index Fund - Growth ICICI Prudential Nifty Next 50 Index Fund - Growth

3Y Returns15.98%

VS

HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth

3Y Returns15.72%

Compare Now

Invesco India - Invesco Global Equity Income Fund of Fund - Regular Plan - Growth Invesco India - Invesco Global Equity Income Fund of Fund - Regular Plan - Growth

3Y Returns25.91%

VS

DSP Global Innovation Fund of Fund - Regular - Growth DSP Global Innovation Fund of Fund - Regular - Growth

3Y Returns28.66%

Compare Now

Tata India Consumer Fund-Regular Plan-Growth Tata India Consumer Fund-Regular Plan-Growth

3Y Returns18.24%

VS

HSBC Consumption Fund - Regular (G) HSBC Consumption Fund - Regular (G)

3Y Returns0%

Compare Now

HSBC Overnight Fund - Regular Growth HSBC Overnight Fund - Regular Growth

3Y Returns6.36%

VS

UTI - Overnight  Fund - Regular Plan - Growth Option UTI - Overnight Fund - Regular Plan - Growth Option

3Y Returns6.41%

Compare Now
Add to Cart Successfully