SBI Multicap Fund vs BANDHAN MULTI CAP FUND compare
BANDHAN MULTI CAP FUND - GROWTH - REGULAR PLAN
SBI Multicap Fund- Regular Plan- Growth Option
Chart Comparison
Overview
| Scheme Name | BANDHAN MULTI CAP FUND - GROWTH - REGULAR PLAN | SBI Multicap Fund- Regular Plan- Growth Option |
|---|---|---|
| Fund | BANDHAN MULTI CAP FUND - GROWTH - REGULAR PLAN | SBI Multicap Fund- Regular Plan- Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹2728 Cr | ₹22988 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 02 Dec 2021 | 08 Mar 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 | 21% | 18% |
| Expense Ratio | 1.99 | 1.69 |
| Manager | Harshal Joshi | Rama Iyer Srinivasan |
| ISIN Code | INF194KB1CI6 | INF200KA15E8 |
| Exits Load | Bandhan Multicap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | SBI 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 | BANDHAN MULTI CAP FUND - GROWTH - REGULAR PLAN | SBI Multicap Fund- Regular Plan- Growth Option |
|---|---|---|
| 1 Month | 2.55% | 2.27% |
| 6 Month | 7.61% | 6.28% |
| 1 Year | 2.98% | 6.04% |
| 3 Year | 17.85% | 16.53% |
| 5 Year | - | - |
SIP Return Analysis
| Scheme Name | BANDHAN MULTI CAP FUND - GROWTH - REGULAR PLAN | SBI Multicap Fund- Regular Plan- Growth Option |
|---|---|---|
| 6 Month | 2.28% | 2.17% |
| 1 Year | 12.86% | 12.79% |
| 3 Year | 15.83% | 17.89% |
| 5 Year | - | - |
Rolling Lumpsum Returns
| Scheme Name | BANDHAN MULTI CAP FUND - GROWTH - REGULAR PLAN | SBI Multicap Fund- Regular Plan- Growth Option |
|---|---|---|
| 1 Year | 19.51% | 18.04% |
| 3 Year | 17.89% | 17.45% |
| 5 Year | - | - |
Risk Management
| Scheme Name | BANDHAN MULTI CAP FUND - GROWTH - REGULAR PLAN | SBI Multicap Fund- Regular Plan- Growth Option |
|---|---|---|
| Standard Deviation | 12.48% | 11.92% |
| Sharp | 0.84% | 0.80% |
| Beta | 0.92% | 0.82% |
| Alpha | 1.87% | 1.86% |
Fund Managers
| Scheme Name | BANDHAN MULTI CAP FUND - GROWTH - REGULAR PLAN | SBI Multicap Fund- Regular Plan- Growth Option |
|---|---|---|
| Name | Harshal Joshi | Rama Iyer Srinivasan |
| Total AUM | ₹42965 Cr | ₹158765 Cr |
| Funds Managed | 20 | 8 |
| BANDHAN MULTI CAP FUND - GROWTH - REGULAR PLAN | SBI Multicap Fund- Regular Plan- Growth Option |
Market Cap
| Scheme Name |
BANDHAN MULTI CAP FUND - GROWTH - REGULAR PLAN |
SBI Multicap Fund- Regular Plan- Growth Option |
|---|---|---|
| Others | 5.83 | 14.41 |
| Large Cap | 46.28 | 33.24 |
| Mid Cap | 22.65 | 25.84 |
| Small Cap | 25.25 | 26.51 |
Sector Allocation
| Scheme Name |
BANDHAN MULTI CAP FUND - GROWTH - REGULAR PLAN |
SBI Multicap Fund- Regular Plan- Growth Option |
|---|---|---|
| Others | 4.63 | 8.04 |
| Energy | 6.18 | 0.91 |
| Technology | 9.53 | - |
| Consumer Cyclical | 12.36 | 19 |
| Consumer Defensive | 9.75 | 3.22 |
| Industrials | 10.46 | 7.35 |
| Financial Services | 28.43 | 22.4 |
| Basic Materials | 7.94 | 21.56 |
| Healthcare | 6.1 | 5.37 |
| Utilities | 1.39 | 5.55 |
| Communication Services | 1.66 | 6.03 |
| Real Estate | 1.58 | 0.57 |
Top Comparisons
Bandhan Large & Mid Cap Fund - Regular Plan - Growth
3Y Returns23.52%
Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option
3Y Returns20.69%
Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan
3Y Returns22.48%
LIC Nifty Next 50 Index Fund Growth
3Y Returns17.49%
Sundaram ELSS Tax Saver Fund Regular Growth
3Y Returns14.71%
Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth
3Y Returns14.71%
Nippon India Gold Savings Fund-Growth plan- Growth Option
3Y Returns31.76%
INVESCO INDIA GOLD ETF FUND OF FUND- Growth
3Y Returns31.39%