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) | ₹4259 Cr | ₹6781 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 | -2.69% | -1.06% |
| 6 Month | -5.68% | -0.91% |
| 1 Year | -2.12% | 7.26% |
| 3 Year | 16.17% | 16.6% |
| 5 Year | 15.68% | - |
SIP Return Analysis
| Scheme Name | Invesco India Multicap Fund - Growth Option | Aditya Birla Sun Life Multi-Cap Fund-Regular Growth |
|---|---|---|
| 6 Month | -3.1% | -0.08% |
| 1 Year | -2.03% | 7.7% |
| 3 Year | 9.46% | 11.56% |
| 5 Year | 12.63% | - |
Rolling Lumpsum Returns
| Scheme Name | Invesco India Multicap Fund - Growth Option | Aditya Birla Sun Life Multi-Cap Fund-Regular Growth |
|---|---|---|
| 1 Year | 14.04% | 9.56% |
| 3 Year | 18.07% | 17.19% |
| 5 Year | 19% | - |
Risk Management
| Scheme Name | Invesco India Multicap Fund - Growth Option | Aditya Birla Sun Life Multi-Cap Fund-Regular Growth |
|---|---|---|
| Standard Deviation | 12.65% | 11.64% |
| Sharp | 0.76% | 0.82% |
| Beta | 0.97% | 0.93% |
| Alpha | -1.46% | -0.95% |
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 | 12.63 | 9.04 |
| Large Cap | 30.86 | 43.34 |
| Mid Cap | 30.73 | 19.56 |
| Small Cap | 25.77 | 28.07 |
Sector Allocation
| Scheme Name |
Invesco India Multicap Fund - Growth Option |
Aditya Birla Sun Life Multi-Cap Fund-Regular Growth |
|---|---|---|
| Others | 0.76 | 3.16 |
| Communication Services | 2.07 | 3.32 |
| Consumer Cyclical | 24.78 | 17.6 |
| Industrials | 12.87 | 10.23 |
| Healthcare | 12.96 | 7.62 |
| Financial Services | 28.24 | 29.2 |
| Real Estate | 4.68 | 2.58 |
| Technology | 10.16 | 9.92 |
| Basic Materials | 3.48 | 6.68 |
| Energy | - | 1.36 |
| Consumer Defensive | - | 7.74 |
| Utilities | - | 0.59 |
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