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) | ₹4084 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 | 0.55% | 0.3% |
6 Month | 9.99% | 11.9% |
1 Year | -4.8% | -2.35% |
3 Year | 19.74% | 17.97% |
5 Year | 22.54% | - |
SIP Return Analysis
Scheme Name | Invesco India Multicap Fund - Growth Option | Aditya Birla Sun Life Multi-Cap Fund-Regular Growth |
---|---|---|
6 Month | 1.14% | 2.01% |
1 Year | 7.27% | 11.74% |
3 Year | 16.15% | 15.1% |
5 Year | 16.68% | - |
Rolling Lumpsum Returns
Scheme Name | Invesco India Multicap Fund - Growth Option | Aditya Birla Sun Life Multi-Cap Fund-Regular Growth |
---|---|---|
1 Year | 14.47% | 12.74% |
3 Year | 18.1% | 17.21% |
5 Year | 18.96% | - |
Risk Management
Scheme Name | Invesco India Multicap Fund - Growth Option | Aditya Birla Sun Life Multi-Cap Fund-Regular Growth |
---|---|---|
Standard Deviation | 12.65% | 13.53% |
Sharp | 0.83% | 0.75% |
Beta | 0.96% | 0.98% |
Alpha | -0.24% | 0.96% |
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 | 12.57 | 8.48 |
Large Cap | 29.6 | 40.17 |
Small Cap | 29.89 | 29.67 |
Mid Cap | 27.93 | 21.68 |
Sector Allocation
Scheme Name |
Invesco India Multicap Fund - Growth Option |
Aditya Birla Sun Life Multi-Cap Fund-Regular Growth |
---|---|---|
Others | 0.86 | 3.19 |
Communication Services | 2.67 | 2.81 |
Technology | 10.08 | 9.1 |
Consumer Defensive | 3.18 | 8.35 |
Consumer Cyclical | 21.33 | 15.43 |
Healthcare | 11.19 | 8.84 |
Industrials | 15.3 | 11.62 |
Basic Materials | 6.51 | 9.92 |
Financial Services | 26 | 25.7 |
Real Estate | 2.88 | 2.32 |
Energy | - | 1.25 |
Utilities | - | 1.48 |
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