SBI Multicap Fund vs Edelweiss Multi Cap Fund compare
SBI Multicap Fund- Regular Plan- Growth Option
Edelweiss Multi Cap Fund - Regular (G)
Chart Comparison
Overview
| Scheme Name | SBI Multicap Fund- Regular Plan- Growth Option | Edelweiss Multi Cap Fund - Regular (G) |
|---|---|---|
| Fund | SBI Multicap Fund- Regular Plan- Growth Option | Edelweiss Multi Cap Fund - Regular (G) |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹23986 Cr | ₹3104 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 08 Mar 2022 | 25 Oct 2023 |
| 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% | % |
| Expense Ratio | 1.69 | 1.94 |
| Manager | Rama Iyer Srinivasan | Trideep Bhattacharya |
| ISIN Code | INF200KA15E8 | INF754K01RW0 |
| 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 | Edelweiss 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 | Edelweiss Multi Cap Fund - Regular (G) |
|---|---|---|
| 1 Month | -1.89% | -0.83% |
| 6 Month | -0.6% | 0.61% |
| 1 Year | 0.05% | -3.55% |
| 3 Year | 15.85% | - |
| 5 Year | - | - |
SIP Return Analysis
| Scheme Name | SBI Multicap Fund- Regular Plan- Growth Option | Edelweiss Multi Cap Fund - Regular (G) |
|---|---|---|
| 6 Month | -0.23% | 2.42% |
| 1 Year | 7.54% | 13.3% |
| 3 Year | 14.78% | - |
| 5 Year | - | - |
Rolling Lumpsum Returns
| Scheme Name | SBI Multicap Fund- Regular Plan- Growth Option | Edelweiss Multi Cap Fund - Regular (G) |
|---|---|---|
| 1 Year | 18.04% | 8.82% |
| 3 Year | 17.45% | - |
| 5 Year | - | - |
Risk Management
| Scheme Name | SBI Multicap Fund- Regular Plan- Growth Option | Edelweiss Multi Cap Fund - Regular (G) |
|---|---|---|
| Standard Deviation | 11.91% | - |
| Sharp | 0.81% | - |
| Beta | 0.79% | - |
| Alpha | 0.81% | - |
Fund Managers
| Scheme Name | SBI Multicap Fund- Regular Plan- Growth Option | Edelweiss Multi Cap Fund - Regular (G) |
|---|---|---|
| Name | Rama Iyer Srinivasan | Trideep Bhattacharya |
| Total AUM | ₹158765 Cr | ₹0 Cr |
| Funds Managed | 8 | 9 |
| SBI Multicap Fund- Regular Plan- Growth Option | Edelweiss Multi Cap Fund - Regular (G) |
Market Cap
| Scheme Name |
SBI Multicap Fund- Regular Plan- Growth Option |
Edelweiss Multi Cap Fund - Regular (G) |
|---|---|---|
| Others | 13.08 | 7.08 |
| Large Cap | 35.35 | 38.83 |
| Small Cap | 25.61 | 29.59 |
| Mid Cap | 25.95 | 24.5 |
Sector Allocation
| Scheme Name |
SBI Multicap Fund- Regular Plan- Growth Option |
Edelweiss Multi Cap Fund - Regular (G) |
|---|---|---|
| Others | 6.63 | 1.21 |
| Technology | 1.38 | 11.29 |
| Consumer Cyclical | 18.75 | 13.76 |
| Basic Materials | 20.71 | 8.89 |
| Financial Services | 23.22 | 31.08 |
| Industrials | 7.07 | 8.96 |
| Communication Services | 6.21 | 1.66 |
| Real Estate | 0.56 | 1.99 |
| Energy | 0.88 | 4.13 |
| Healthcare | 5.66 | 9.4 |
| Consumer Defensive | 3.15 | 5.28 |
| Utilities | 5.78 | 2.36 |
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