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) | ₹4228 Cr | ₹6748 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 | -0.66% | -0.25% |
| 6 Month | 0.1% | 4.81% |
| 1 Year | -3.77% | 2.14% |
| 3 Year | 16.53% | 16.23% |
| 5 Year | 18.97% | - |
SIP Return Analysis
| Scheme Name | Invesco India Multicap Fund - Growth Option | Aditya Birla Sun Life Multi-Cap Fund-Regular Growth |
|---|---|---|
| 6 Month | 0.66% | 2.64% |
| 1 Year | 7.23% | 14.72% |
| 3 Year | 14.53% | 15.15% |
| 5 Year | 15.69% | - |
Rolling Lumpsum Returns
| Scheme Name | Invesco India Multicap Fund - Growth Option | Aditya Birla Sun Life Multi-Cap Fund-Regular Growth |
|---|---|---|
| 1 Year | 14.24% | 12.74% |
| 3 Year | 18.14% | 17.21% |
| 5 Year | 19.09% | - |
Risk Management
| Scheme Name | Invesco India Multicap Fund - Growth Option | Aditya Birla Sun Life Multi-Cap Fund-Regular Growth |
|---|---|---|
| Standard Deviation | 12.65% | 13.54% |
| Sharp | 0.84% | 0.76% |
| Beta | 0.96% | 0.92% |
| Alpha | -0.44% | -0.86% |
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 | 13 | 8.01 |
| Small Cap | 27.26 | 30.12 |
| Large Cap | 31.11 | 42.43 |
| Mid Cap | 28.63 | 19.44 |
Sector Allocation
| Scheme Name |
Invesco India Multicap Fund - Growth Option |
Aditya Birla Sun Life Multi-Cap Fund-Regular Growth |
|---|---|---|
| Others | 1.36 | 3.84 |
| Communication Services | 2.05 | 3.16 |
| Consumer Defensive | 0 | 8.11 |
| Consumer Cyclical | 24.85 | 16.74 |
| Industrials | 12.55 | 10.3 |
| Healthcare | 12.97 | 7.6 |
| Financial Services | 28.3 | 28.93 |
| Basic Materials | 4.69 | 7.57 |
| Technology | 10.17 | 9.63 |
| Real Estate | 3.06 | 2.24 |
| Energy | - | 1.3 |
| Utilities | - | 0.6 |
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