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) | ₹18271 Cr | ₹6410 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 | 3.42% | 2.98% |
6 Month | 17.24% | 16.84% |
1 Year | -3.9% | -2.52% |
3 Year | 20.47% | 15.99% |
5 Year | - | - |
SIP Return Analysis
Scheme Name | HDFC Multi Cap Fund - Growth Option | Aditya Birla Sun Life Multi-Cap Fund-Regular Growth |
---|---|---|
6 Month | 4.22% | 4.24% |
1 Year | 11.24% | 11.26% |
3 Year | 18% | 16.03% |
5 Year | - | - |
Rolling Lumpsum Returns
Scheme Name | HDFC Multi Cap Fund - Growth Option | Aditya Birla Sun Life Multi-Cap Fund-Regular Growth |
---|---|---|
1 Year | 28.23% | 14.36% |
3 Year | 22.78% | 17.8% |
5 Year | - | - |
Risk Management
Scheme Name | HDFC Multi Cap Fund - Growth Option | Aditya Birla Sun Life Multi-Cap Fund-Regular Growth |
---|---|---|
Standard Deviation | 14.16% | 13.65% |
Sharp | 0.92% | 0.67% |
Beta | 1.01% | 0.97% |
Alpha | 5.05% | 1.54% |
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 | 5.89 | 8.09 |
Large Cap | 40.94 | 40.14 |
Small Cap | 25.98 | 29.45 |
Mid Cap | 27.19 | 22.33 |
Sector Allocation
Scheme Name |
HDFC Multi Cap Fund - Growth Option |
Aditya Birla Sun Life Multi-Cap Fund-Regular Growth |
---|---|---|
Others | 0.92 | 2.52 |
Financial Services | 28.31 | 26.36 |
Energy | 4.49 | 1.26 |
Utilities | 1.8 | 1.46 |
Technology | 10.23 | 7.63 |
Consumer Defensive | 2.94 | 8.63 |
Consumer Cyclical | 15.57 | 15.71 |
Healthcare | 9.34 | 7.67 |
Industrials | 13.22 | 13.55 |
Basic Materials | 7.71 | 9.83 |
Real Estate | 1.96 | 2.52 |
Communication Services | 3.51 | 2.86 |
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