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) | ₹18675 Cr | ₹6502 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 | 1.11% | 1.17% |
| 6 Month | 10.9% | 11.07% |
| 1 Year | 3.07% | 2.73% |
| 3 Year | 20.94% | 17.08% |
| 5 Year | - | - |
SIP Return Analysis
| Scheme Name | HDFC Multi Cap Fund - Growth Option | Aditya Birla Sun Life Multi-Cap Fund-Regular Growth |
|---|---|---|
| 6 Month | 2.18% | 2.3% |
| 1 Year | 13.17% | 13.33% |
| 3 Year | 16.24% | 14.85% |
| 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% | 13.54% |
| Sharp | 0.98% | 0.76% |
| Beta | 0.98% | 0.92% |
| Alpha | 2.07% | -0.86% |
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 | 8.68 | 7.25 |
| Large Cap | 41.33 | 41.99 |
| Small Cap | 22.66 | 30.18 |
| Mid Cap | 27.33 | 20.59 |
Sector Allocation
| Scheme Name |
HDFC Multi Cap Fund - Growth Option |
Aditya Birla Sun Life Multi-Cap Fund-Regular Growth |
|---|---|---|
| Others | 3.83 | 2.83 |
| Financial Services | 27.16 | 27.67 |
| Energy | 4.78 | 1.23 |
| Utilities | 1.81 | 1.13 |
| Technology | 10.21 | 9.26 |
| Consumer Defensive | 4.92 | 8.01 |
| Consumer Cyclical | 16 | 15.92 |
| Healthcare | 8.31 | 8.64 |
| Industrials | 11.29 | 11.13 |
| Basic Materials | 6.62 | 9.32 |
| Real Estate | 1.78 | 2.07 |
| Communication Services | 3.28 | 2.77 |
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