LIC MF Multi Cap Fund Regular vs Aditya Birla Sun Life Multi compare
Aditya Birla Sun Life Multi-Cap Fund-Regular Growth
LIC MF Multi Cap Fund Regular - Growth
Chart Comparison
Overview
| Scheme Name | Aditya Birla Sun Life Multi-Cap Fund-Regular Growth | LIC MF Multi Cap Fund Regular - Growth |
|---|---|---|
| Fund | Aditya Birla Sun Life Multi-Cap Fund-Regular Growth | LIC MF Multi Cap Fund Regular - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹6748 Cr | ₹1797 Cr |
| Min Investment | ₹500 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹200 |
| Min Addl Investment | ₹500 | ₹500 |
| Launch Date | 07 May 2021 | 31 Oct 2022 |
| 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 | 1.84 | 2.06 |
| Manager | Dhaval Joshi | Yogesh Patil |
| ISIN Code | INF209KB1Y23 | INF767K01RH3 |
| Exits Load | 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 | LIC MF Multi Cap 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 | Aditya Birla Sun Life Multi-Cap Fund-Regular Growth | LIC MF Multi Cap Fund Regular - Growth |
|---|---|---|
| 1 Month | -0.25% | -1.05% |
| 6 Month | 4.81% | 4.31% |
| 1 Year | 2.14% | 1.16% |
| 3 Year | 16.23% | 19.6% |
| 5 Year | - | - |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Multi-Cap Fund-Regular Growth | LIC MF Multi Cap Fund Regular - Growth |
|---|---|---|
| 6 Month | 2.64% | 3.12% |
| 1 Year | 14.72% | 15.86% |
| 3 Year | 15.15% | 18.58% |
| 5 Year | - | - |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Multi-Cap Fund-Regular Growth | LIC MF Multi Cap Fund Regular - Growth |
|---|---|---|
| 1 Year | 12.74% | 33.76% |
| 3 Year | 17.21% | - |
| 5 Year | - | - |
Risk Management
| Scheme Name | Aditya Birla Sun Life Multi-Cap Fund-Regular Growth | LIC MF Multi Cap Fund Regular - Growth |
|---|---|---|
| Standard Deviation | 13.54% | - |
| Sharp | 0.76% | 0.95% |
| Beta | 0.92% | 0.98% |
| Alpha | -0.86% | 1.5% |
Fund Managers
| Scheme Name | Aditya Birla Sun Life Multi-Cap Fund-Regular Growth | LIC MF Multi Cap Fund Regular - Growth |
|---|---|---|
| Name | Dhaval Joshi | Yogesh Patil |
| Total AUM | ₹361932 Cr | ₹5898 Cr |
| Funds Managed | 55 | 7 |
| Aditya Birla Sun Life Multi-Cap Fund-Regular Growth | LIC MF Multi Cap Fund Regular - Growth |
Market Cap
| Scheme Name |
Aditya Birla Sun Life Multi-Cap Fund-Regular Growth |
LIC MF Multi Cap Fund Regular - Growth |
|---|---|---|
| Others | 8.01 | 6.69 |
| Large Cap | 42.43 | 35.61 |
| Small Cap | 30.12 | 31.62 |
| Mid Cap | 19.44 | 26.09 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Multi-Cap Fund-Regular Growth |
LIC MF Multi Cap Fund Regular - Growth |
|---|---|---|
| Others | 3.84 | 3.34 |
| Energy | 1.3 | 2.71 |
| Technology | 9.63 | 9.5 |
| Consumer Cyclical | 16.74 | 16.71 |
| Consumer Defensive | 8.11 | 8.77 |
| Industrials | 10.3 | 15.79 |
| Basic Materials | 7.57 | 8.72 |
| Financial Services | 28.93 | 21.07 |
| Healthcare | 7.6 | 7.89 |
| Communication Services | 3.16 | 2.82 |
| Utilities | 0.6 | 1.35 |
| Real Estate | 2.24 | 1.34 |
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