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) | ₹6692 Cr | ₹1828 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 | -3.61% | -5.74% |
| 6 Month | -3.76% | -4.48% |
| 1 Year | 6.25% | 1.73% |
| 3 Year | 16.01% | 18.75% |
| 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 | -0.87% | -2.47% |
| 1 Year | 7.42% | 4.37% |
| 3 Year | 11.58% | 13.25% |
| 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 | 9.4% | 24.91% |
| 3 Year | 17.16% | 20.15% |
| 5 Year | - | - |
Risk Management
| Scheme Name | Aditya Birla Sun Life Multi-Cap Fund-Regular Growth | LIC MF Multi Cap Fund Regular - Growth |
|---|---|---|
| Standard Deviation | 11.64% | - |
| Sharp | 0.82% | 0.95% |
| Beta | 0.93% | 0.99% |
| Alpha | -0.95% | 1.46% |
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 | 10.2 | 9.81 |
| Large Cap | 44.85 | 36.6 |
| Small Cap | 27.45 | 29.38 |
| Mid Cap | 17.51 | 24.22 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Multi-Cap Fund-Regular Growth |
LIC MF Multi Cap Fund Regular - Growth |
|---|---|---|
| Others | 3.5 | 3.92 |
| Energy | 2.79 | 1.75 |
| Technology | 9.5 | 9.49 |
| Consumer Cyclical | 17.39 | 17.67 |
| Consumer Defensive | 7.36 | 9.34 |
| Industrials | 9.89 | 15 |
| Basic Materials | 7.12 | 8.65 |
| Financial Services | 28.54 | 20.37 |
| Healthcare | 7.37 | 8.77 |
| Real Estate | 2.51 | 1.2 |
| Communication Services | 3.43 | 2.5 |
| Utilities | 0.6 | 1.34 |
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