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SBI Multicap Fund vs Aditya Birla Sun Life Multi compare

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tortoise-icon SBI Multicap Fund- Regular Plan- Growth Option

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

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Chart Comparison

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

Overview

Scheme Name SBI Multicap Fund- Regular Plan- Growth Option Aditya Birla Sun Life Multi-Cap Fund-Regular Growth
Fund SBI Multicap Fund- Regular Plan- Growth Option Aditya Birla Sun Life Multi-Cap Fund-Regular Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹22988 Cr ₹6502 Cr
Min Investment ₹5000 ₹500
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹500
Launch Date 08 Mar 2022 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 18% 37%
Expense Ratio 1.69 1.84
Manager Rama Iyer Srinivasan Dhaval Joshi
ISIN Code INF200KA15E8 INF209KB1Y23
Exits Load SBI Multicap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 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 SBI Multicap Fund- Regular Plan- Growth Option Aditya Birla Sun Life Multi-Cap Fund-Regular Growth
1 Month 2.27% 3.08%
6 Month 6.28% 9.85%
1 Year 6.04% 3.13%
3 Year 16.53% 17.04%
5 Year - -

SIP Return Analysis

Scheme Name SBI Multicap Fund- Regular Plan- Growth Option Aditya Birla Sun Life Multi-Cap Fund-Regular Growth
6 Month 0.15% 0.32%
1 Year 7.12% 8.11%
3 Year 15.36% 13.38%
5 Year - -

Rolling Lumpsum Returns

Scheme Name SBI Multicap Fund- Regular Plan- Growth Option Aditya Birla Sun Life Multi-Cap Fund-Regular Growth
1 Year 18.04% 12.74%
3 Year 17.45% 17.21%
5 Year - -

Risk Management

Scheme Name SBI Multicap Fund- Regular Plan- Growth Option Aditya Birla Sun Life Multi-Cap Fund-Regular Growth
Standard Deviation 11.91% 13.54%
Sharp 0.80% 0.76%
Beta 0.78% 0.92%
Alpha 0.19% -0.86%

Fund Managers

Scheme Name SBI Multicap Fund- Regular Plan- Growth Option Aditya Birla Sun Life Multi-Cap Fund-Regular Growth
Name Rama Iyer Srinivasan Dhaval Joshi
Total AUM ₹158765 Cr ₹361932 Cr
Funds Managed 8 55
SBI Multicap Fund- Regular Plan- Growth Option Aditya Birla Sun Life Multi-Cap Fund-Regular Growth

Market Cap

Scheme Name

SBI Multicap Fund- Regular Plan- Growth Option

Aditya Birla Sun Life Multi-Cap Fund-Regular Growth

Others 14.41 7.25
Small Cap 26.51 30.18
Mid Cap 25.84 20.59
Large Cap 33.24 41.99

Sector Allocation

Scheme Name

SBI Multicap Fund- Regular Plan- Growth Option

Aditya Birla Sun Life Multi-Cap Fund-Regular Growth

Others 8.04 2.83
Consumer Cyclical 19 15.92
Basic Materials 21.56 9.32
Financial Services 22.4 27.67
Industrials 7.35 11.13
Communication Services 6.03 2.77
Real Estate 0.57 2.07
Energy 0.91 1.23
Healthcare 5.37 8.64
Consumer Defensive 3.22 8.01
Utilities 5.55 1.13
Technology - 9.26

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