SBI Multicap Fund vs Aditya Birla Sun Life Multi compare
SBI Multicap Fund- Regular Plan- Growth Option
Aditya Birla Sun Life Multi-Cap Fund-Regular Growth
Chart Comparison
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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