HDFC Multi Cap Fund vs Aditya Birla Sun Life Multi compare
HDFC Multi Cap Fund - Growth Option
Aditya Birla Sun Life Multi-Cap Fund-Regular Growth
Chart Comparison
Overview
| Scheme Name | HDFC Multi Cap Fund - Growth Option | Aditya Birla Sun Life Multi-Cap Fund-Regular Growth |
|---|---|---|
| Fund | HDFC Multi Cap Fund - Growth Option | Aditya Birla Sun Life Multi-Cap Fund-Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹19911 Cr | ₹6781 Cr |
| Min Investment | ₹100 | ₹500 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹500 |
| Launch Date | 07 Dec 2021 | 07 May 2021 |
| 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 | 11.16% | 37% |
| Expense Ratio | 1.68 | 1.84 |
| Manager | Dhruv Muchhal | Dhaval Joshi |
| ISIN Code | INF179KC1BV9 | INF209KB1Y23 |
| Exits Load | HDFC Multicap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | 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 |
Trailing Lumpsum Returns
| Scheme Name | HDFC Multi Cap Fund - Growth Option | Aditya Birla Sun Life Multi-Cap Fund-Regular Growth |
|---|---|---|
| 1 Month | -2.05% | -2.19% |
| 6 Month | 1.15% | 1.71% |
| 1 Year | -0.88% | -0.96% |
| 3 Year | 19.25% | 15.96% |
| 5 Year | - | - |
SIP Return Analysis
| Scheme Name | HDFC Multi Cap Fund - Growth Option | Aditya Birla Sun Life Multi-Cap Fund-Regular Growth |
|---|---|---|
| 6 Month | 0.72% | 0.82% |
| 1 Year | 12.18% | 12.73% |
| 3 Year | 14.82% | 13.73% |
| 5 Year | - | - |
Rolling Lumpsum Returns
| Scheme Name | HDFC Multi Cap Fund - Growth Option | Aditya Birla Sun Life Multi-Cap Fund-Regular Growth |
|---|---|---|
| 1 Year | 27.42% | 12.74% |
| 3 Year | 21.54% | 17.21% |
| 5 Year | - | - |
Risk Management
| Scheme Name | HDFC Multi Cap Fund - Growth Option | Aditya Birla Sun Life Multi-Cap Fund-Regular Growth |
|---|---|---|
| Standard Deviation | 14.10% | 13.55% |
| Sharp | 0.90% | 0.74% |
| Beta | 0.98% | 0.93% |
| Alpha | 1.76% | -0.34% |
Fund Managers
| Scheme Name | HDFC Multi Cap Fund - Growth Option | Aditya Birla Sun Life Multi-Cap Fund-Regular Growth |
|---|---|---|
| Name | Dhruv Muchhal | Dhaval Joshi |
| Total AUM | ₹520687 Cr | ₹361932 Cr |
| Funds Managed | 40 | 55 |
| HDFC Multi Cap Fund - Growth Option | Aditya Birla Sun Life Multi-Cap Fund-Regular Growth |
Market Cap
| Scheme Name |
HDFC Multi Cap Fund - Growth Option |
Aditya Birla Sun Life Multi-Cap Fund-Regular Growth |
|---|---|---|
| Others | 8.14 | 9.04 |
| Large Cap | 42.17 | 43.34 |
| Small Cap | 22.3 | 28.07 |
| Mid Cap | 27.39 | 19.56 |
Sector Allocation
| Scheme Name |
HDFC Multi Cap Fund - Growth Option |
Aditya Birla Sun Life Multi-Cap Fund-Regular Growth |
|---|---|---|
| Others | 2.24 | 3.16 |
| Energy | 4.66 | 1.36 |
| Utilities | 2.13 | 0.59 |
| Technology | 10.58 | 9.92 |
| Consumer Defensive | 6.21 | 7.74 |
| Financial Services | 28.03 | 29.2 |
| Industrials | 10.68 | 10.23 |
| Consumer Cyclical | 16.96 | 17.6 |
| Basic Materials | 4.92 | 6.68 |
| Healthcare | 8.28 | 7.62 |
| Real Estate | 2.05 | 2.58 |
| Communication Services | 3.26 | 3.32 |
Top Comparisons
Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan
3Y Returns7.47%
Tata Short Term Bond Fund -Regular Plan- Growth Option
3Y Returns6.92%
NIPPON INDIA QUARTERLY INTERVAL FUND SERIES II IDCW PLAN REINVESTMENT
3Y Returns6.86%
NIPPON INDIA QUARTERLY INTERVAL FUND SERIES II IDCW PLAN REINVESTMENT
3Y Returns6.86%
PGIM India Global Equity Opportunities Fund of Fund - Growth
3Y Returns21.76%
DSP Income Plus Arbitrage Omni Fund of Fund - Reg - Growth
3Y Returns9.75%
Nippon India Money Market Fund-Growth Plan-Growth Option
3Y Returns7.51%
Axis Money Market Fund - Regular Plan - Growth Option
3Y Returns7.51%