Invesco India Multicap Fund vs Aditya Birla Sun Life Multi compare
Invesco India Multicap Fund - Growth Option
Aditya Birla Sun Life Multi-Cap Fund-Regular Growth
Chart Comparison
Overview
Scheme Name | Invesco India Multicap Fund - Growth Option | Aditya Birla Sun Life Multi-Cap Fund-Regular Growth |
---|---|---|
Fund | Invesco India Multicap 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) | ₹4043 Cr | ₹6410 Cr |
Min Investment | ₹1000 | ₹500 |
Min SIP Invesment | ₹500 | ₹100 |
Min Addl Investment | ₹1000 | ₹500 |
Launch Date | 17 Mar 2008 | 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 | 52% | 37% |
Expense Ratio | 1.9 | 1.84 |
Manager | Dhimant Kothari | Dhaval Joshi |
ISIN Code | INF205K01DN2 | INF209KB1Y23 |
Exits Load | Invesco India Multicap Fund - 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 | Invesco India Multicap Fund - Growth Option | Aditya Birla Sun Life Multi-Cap Fund-Regular Growth |
---|---|---|
1 Month | 1.51% | 2.76% |
6 Month | 14.94% | 17.83% |
1 Year | -5.63% | -2.61% |
3 Year | 17.51% | 16.04% |
5 Year | 21.75% | - |
SIP Return Analysis
Scheme Name | Invesco India Multicap Fund - Growth Option | Aditya Birla Sun Life Multi-Cap Fund-Regular Growth |
---|---|---|
6 Month | 2.54% | 4.24% |
1 Year | 5.57% | 11.26% |
3 Year | 16.91% | 16.03% |
5 Year | 17.24% | - |
Rolling Lumpsum Returns
Scheme Name | Invesco India Multicap Fund - Growth Option | Aditya Birla Sun Life Multi-Cap Fund-Regular Growth |
---|---|---|
1 Year | 14.75% | 14.36% |
3 Year | 18.04% | 17.8% |
5 Year | 18.82% | - |
Risk Management
Scheme Name | Invesco India Multicap Fund - Growth Option | Aditya Birla Sun Life Multi-Cap Fund-Regular Growth |
---|---|---|
Standard Deviation | 12.65% | 13.65% |
Sharp | 0.83% | 0.67% |
Beta | 0.95% | 0.97% |
Alpha | 0.81% | 1.54% |
Fund Managers
Scheme Name | Invesco India Multicap Fund - Growth Option | Aditya Birla Sun Life Multi-Cap Fund-Regular Growth |
---|---|---|
Name | Dhimant Kothari | Dhaval Joshi |
Total AUM | ₹8118 Cr | ₹361932 Cr |
Funds Managed | 7 | 55 |
Invesco India Multicap Fund - Growth Option | Aditya Birla Sun Life Multi-Cap Fund-Regular Growth |
Market Cap
Scheme Name |
Invesco India Multicap Fund - Growth Option |
Aditya Birla Sun Life Multi-Cap Fund-Regular Growth |
---|---|---|
Others | 12.55 | 8.09 |
Large Cap | 33.42 | 40.14 |
Small Cap | 28.46 | 29.45 |
Mid Cap | 25.56 | 22.33 |
Sector Allocation
Scheme Name |
Invesco India Multicap Fund - Growth Option |
Aditya Birla Sun Life Multi-Cap Fund-Regular Growth |
---|---|---|
Others | 2.24 | 2.52 |
Communication Services | 2.64 | 2.86 |
Technology | 9.35 | 7.63 |
Consumer Defensive | 3.13 | 8.63 |
Healthcare | 11.49 | 7.67 |
Industrials | 15.91 | 13.55 |
Consumer Cyclical | 18.15 | 15.71 |
Basic Materials | 7.01 | 9.83 |
Financial Services | 27.17 | 26.36 |
Utilities | 0 | 1.46 |
Real Estate | 2.9 | 2.52 |
Energy | - | 1.26 |
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