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ITI Multi Cap Fund Regular vs Tata Multicap Fund compare
ITI Multi Cap Fund Regular - Growth
Tata Multicap Fund - Regular Plan - Growth
Tata Multicap Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | ITI Multi Cap Fund Regular - Growth | Tata Multicap Fund - Regular Plan - Growth | Tata Multicap Fund - Regular Plan - Growth |
|---|---|---|---|
| Fund | ITI Multi Cap Fund Regular - Growth | Tata Multicap Fund - Regular Plan - Growth | Tata Multicap Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth | Growth |
| Level of Risk | Very High | Very High | Very High |
| Asset Size (Cr) | ₹1305 Cr | ₹3196 Cr | ₹3196 Cr |
| Min Investment | ₹1000 | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹150 | ₹150 |
| Min Addl Investment | ₹1000 | ₹1000 | ₹1000 |
| Launch Date | 15 May 2019 | 02 Feb 2023 | 02 Feb 2023 |
| Category | Multi Cap | Multi Cap | Multi Cap |
| Fund Type | Open Ended | Open Ended | Open Ended |
| Benchmark | Nifty 500 Multicap 50:25:25 TRI | Nifty 500 Multicap 50:25:25 TRI | Nifty 500 Multicap 50:25:25 TRI |
| Turn Over | % | 3.53% | 3.53% |
| Expense Ratio | 2.01 | 1.89 | 1.89 |
| Manager | Rohan Korde | Rahul Singh | Rahul Singh |
| ISIN Code | INF00XX01135 | INF277KA1703 | INF277KA1703 |
| 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 | Tata Multicap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Tata Multicap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | ITI Multi Cap Fund Regular - Growth | Tata Multicap Fund - Regular Plan - Growth | Tata Multicap Fund - Regular Plan - Growth |
|---|---|---|---|
| 1 Month | -1.88% | -1.35% | -1.35% |
| 6 Month | 9.35% | 8.22% | 8.22% |
| 1 Year | -4.72% | -5.94% | -5.94% |
| 3 Year | 21.28% | - | - |
| 5 Year | 19.73% | - | - |
SIP Return Analysis
| Scheme Name | ITI Multi Cap Fund Regular - Growth | Tata Multicap Fund - Regular Plan - Growth | Tata Multicap Fund - Regular Plan - Growth |
|---|---|---|---|
| 6 Month | 7.9% | 6.81% | 6.81% |
| 1 Year | 7.27% | 4.19% | 4.19% |
| 3 Year | 18.5% | - | - |
| 5 Year | 17.55% | - | - |
Rolling Lumpsum Returns
| Scheme Name | ITI Multi Cap Fund Regular - Growth | Tata Multicap Fund - Regular Plan - Growth | Tata Multicap Fund - Regular Plan - Growth |
|---|---|---|---|
| 1 Year | 16.75% | 27.25% | 27.25% |
| 3 Year | 17.85% | - | - |
| 5 Year | 17.93% | - | - |
Risk Management
| Scheme Name | ITI Multi Cap Fund Regular - Growth | Tata Multicap Fund - Regular Plan - Growth | Tata Multicap Fund - Regular Plan - Growth |
|---|---|---|---|
| Standard Deviation | 15.29% | - | - |
| Sharp | 1.14% | - | - |
| Beta | 1.03% | - | - |
| Alpha | 2.81% | - | - |
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Fund Managers
| Scheme Name | ITI Multi Cap Fund Regular - Growth | Tata Multicap Fund - Regular Plan - Growth | Tata Multicap Fund - Regular Plan - Growth |
|---|---|---|---|
| Name | Rohan Korde | Rahul Singh | Rahul Singh |
| Total AUM | ₹4626 Cr | ₹19760 Cr | ₹19760 Cr |
| Funds Managed | 10 | 9 | 9 |
| ITI Multi Cap Fund Regular - Growth | Tata Multicap Fund - Regular Plan - Growth | Tata Multicap Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
ITI Multi Cap Fund Regular - Growth |
Tata Multicap Fund - Regular Plan - Growth |
Tata Multicap Fund - Regular Plan - Growth |
|---|---|---|---|
| Others | 5.46 | 4.48 | 4.48 |
| Large Cap | 39.67 | 45.72 | 45.72 |
| Small Cap | 26.98 | 24.71 | 24.71 |
| Mid Cap | 27.89 | 25.09 | 25.09 |
Sector Allocation
| Scheme Name |
ITI Multi Cap Fund Regular - Growth |
Tata Multicap Fund - Regular Plan - Growth |
Tata Multicap Fund - Regular Plan - Growth |
|---|---|---|---|
| Others | 3.21 | 2.21 | 2.21 |
| Energy | 5.16 | 4.76 | 4.76 |
| Technology | 11.08 | 10.66 | 10.66 |
| Industrials | 18.27 | 12.91 | 12.91 |
| Financial Services | 23.36 | 30.17 | 30.17 |
| Basic Materials | 11.64 | 7.29 | 7.29 |
| Healthcare | 7.09 | 7.63 | 7.63 |
| Consumer Cyclical | 11.47 | 12.55 | 12.55 |
| Consumer Defensive | 3.11 | 2.19 | 2.19 |
| Communication Services | 2.32 | 4.46 | 4.46 |
| Real Estate | 2.05 | 1.95 | 1.95 |
| Utilities | 1.25 | 3.23 | 3.23 |
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