Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

ITI Multi Cap Fund Regular vs Aditya Birla Sun Life Multi compare

Link copied to clipboard!

tortoise-icon ITI Multi Cap Fund Regular - Growth

Invest Now

tortoise-icon Aditya Birla Sun Life Multi-Cap Fund-Regular Growth

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name ITI Multi Cap Fund Regular - Growth Aditya Birla Sun Life Multi-Cap Fund-Regular Growth
Fund ITI Multi Cap Fund Regular - Growth Aditya Birla Sun Life Multi-Cap Fund-Regular Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹1313 Cr ₹5879 Cr
Min Investment ₹1000 ₹500
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹500
Launch Date 15 May 2019 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 % 37%
Expense Ratio 2.01 1.84
Manager Rohan Korde Dhaval Joshi
ISIN Code INF00XX01135 INF209KB1Y23
Exits Load ITI Multi Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 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 ITI Multi Cap Fund Regular - Growth Aditya Birla Sun Life Multi-Cap Fund-Regular Growth
1 Month 3.61% 2.29%
6 Month -7.83% -5.92%
1 Year -0.23% 5.42%
3 Year 18.74% 15.06%
5 Year 19.08% -

SIP Return Analysis

Scheme Name ITI Multi Cap Fund Regular - Growth Aditya Birla Sun Life Multi-Cap Fund-Regular Growth
6 Month -0.32% 0.39%
1 Year -11.33% -5.75%
3 Year 16.3% 15.48%
5 Year 16.12% -

Rolling Lumpsum Returns

Scheme Name ITI Multi Cap Fund Regular - Growth Aditya Birla Sun Life Multi-Cap Fund-Regular Growth
1 Year 18.63% 17.77%
3 Year 17.75% 17.97%
5 Year 16.88% -

Risk Management

Scheme Name ITI Multi Cap Fund Regular - Growth Aditya Birla Sun Life Multi-Cap Fund-Regular Growth
Standard Deviation 13.806% 13.457%
Sharp 0.754% 0.541%
Beta 0.935% 0.917%
Alpha 2.853% -0.116%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

Scheme Name ITI Multi Cap Fund Regular - Growth Aditya Birla Sun Life Multi-Cap Fund-Regular Growth
Name Rohan Korde Dhaval Joshi
Total AUM ₹4626 Cr ₹361932 Cr
Funds Managed 10 55
ITI Multi Cap Fund Regular - Growth Aditya Birla Sun Life Multi-Cap Fund-Regular Growth

Market Cap

Scheme Name

ITI Multi Cap Fund Regular - Growth

Aditya Birla Sun Life Multi-Cap Fund-Regular Growth

Others 5.67 2.78
Large Cap 37.82 45.24
Small Cap 31.26 26.38
Mid Cap 25.25 25.61

Sector Allocation

Scheme Name

ITI Multi Cap Fund Regular - Growth

Aditya Birla Sun Life Multi-Cap Fund-Regular Growth

Others 3.9 2.78
Energy 3.66 3.08
Technology 12.49 8.95
Industrials 19.38 12.86
Financial Services 17.43 19.84
Healthcare 8.49 11.49
Consumer Cyclical 13.3 16.83
Basic Materials 9.84 6.84
Utilities 2.59 2.56
Consumer Defensive 4.67 8.79
Communication Services 1.87 3.45
Real Estate 2.38 2.55

Top Comparisons

Franklin Templeton European Opportunities Fund - Growth Franklin Templeton European Opportunities Fund - Growth

3Y Returns6.66%

VS

Edelweiss US Value Equity Offshore Fund - Regular Plan - Growth Option Edelweiss US Value Equity Offshore Fund - Regular Plan - Growth Option

3Y Returns8.37%

Compare Now

HDFC Large Cap Fund - Growth Option - Regular Plan HDFC Large Cap Fund - Growth Option - Regular Plan

3Y Returns17.19%

VS

Canara Robeco Blue Chip Equity Fund - Regular Plan - Growth Option Canara Robeco Blue Chip Equity Fund - Regular Plan - Growth Option

3Y Returns15.25%

Compare Now

HSBC Multi Asset Active FOF  - Growth HSBC Multi Asset Active FOF - Growth

3Y Returns12.27%

VS

Mirae Asset Equity allocator Fund Of Fund Regular Growth Mirae Asset Equity allocator Fund Of Fund Regular Growth

3Y Returns14.74%

Compare Now

HSBC Business Cycles Fund - Regular Growth HSBC Business Cycles Fund - Regular Growth

3Y Returns20.65%

VS

Quant ESG Equity Fund Regular - Growth Quant ESG Equity Fund Regular - Growth

3Y Returns14.78%

Compare Now
Add to Cart Successfully