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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) | ₹1261 Cr | ₹3058 Cr | ₹3058 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 | 3.02% | 2.32% | 2.32% |
| 6 Month | 18.92% | 16.22% | 16.22% |
| 1 Year | -5.74% | -6.79% | -6.79% |
| 3 Year | 18.68% | - | - |
| 5 Year | 19.62% | - | - |
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 | 4.49% | 3.97% | 3.97% |
| 1 Year | 11.21% | 8.54% | 8.54% |
| 3 Year | 16.99% | - | - |
| 5 Year | 16.43% | - | - |
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 | 14.48% | 24.62% | 24.62% |
| 3 Year | 18.05% | - | - |
| 5 Year | 18.7% | - | - |
Risk Management
| Scheme Name | ITI Multi Cap Fund Regular - Growth | Tata Multicap Fund - Regular Plan - Growth | Tata Multicap Fund - Regular Plan - Growth |
|---|---|---|---|
| Standard Deviation | 15.02% | - | - |
| Sharp | 0.77% | - | - |
| Beta | 1.07% | - | - |
| Alpha | 3.13% | - | - |
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 | 5.81 | 3.91 | 3.91 |
| Large Cap | 39.79 | 44.67 | 44.67 |
| Small Cap | 26.3 | 26.98 | 26.98 |
| Mid Cap | 28.09 | 24.44 | 24.44 |
Sector Allocation
| Scheme Name |
ITI Multi Cap Fund Regular - Growth |
Tata Multicap Fund - Regular Plan - Growth |
Tata Multicap Fund - Regular Plan - Growth |
|---|---|---|---|
| Others | 2.8 | 1.77 | 1.77 |
| Energy | 5.01 | 4.56 | 4.56 |
| Technology | 10.23 | 10.43 | 10.43 |
| Consumer Cyclical | 12.4 | 12.84 | 12.84 |
| Industrials | 19.58 | 12.23 | 12.23 |
| Consumer Defensive | 3.9 | 2.44 | 2.44 |
| Financial Services | 23.58 | 30.26 | 30.26 |
| Basic Materials | 8.54 | 7.45 | 7.45 |
| Healthcare | 8.4 | 8.5 | 8.5 |
| Communication Services | 2.26 | 4.38 | 4.38 |
| Real Estate | 2.03 | 1.91 | 1.91 |
| Utilities | 1.28 | 3.23 | 3.23 |
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