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) | ₹22988 Cr | ₹2940 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 | 1.35% | 2.23% |
| 6 Month | 5.23% | 7.31% |
| 1 Year | 7.04% | 0.86% |
| 3 Year | 16.98% | - |
| 5 Year | - | - |
SIP Return Analysis
| Scheme Name | SBI Multicap Fund- Regular Plan- Growth Option | Edelweiss Multi Cap Fund - Regular (G) |
|---|---|---|
| 6 Month | 2.17% | 2.43% |
| 1 Year | 12.79% | 11.52% |
| 3 Year | 17.89% | - |
| 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 | 11.92% | - |
| Sharp | 0.80% | - |
| Beta | 0.82% | - |
| Alpha | 1.86% | - |
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 | 14.41 | 5.33 |
| Small Cap | 26.51 | 29.96 |
| Mid Cap | 25.84 | 24.67 |
| Large Cap | 33.24 | 40.04 |
Sector Allocation
| Scheme Name |
SBI Multicap Fund- Regular Plan- Growth Option |
Edelweiss Multi Cap Fund - Regular (G) |
|---|---|---|
| Others | 8.04 | 1.37 |
| Consumer Cyclical | 19 | 14.97 |
| Basic Materials | 21.56 | 8.44 |
| Financial Services | 22.4 | 30.19 |
| Industrials | 7.35 | 9.39 |
| Communication Services | 6.03 | 1.61 |
| Real Estate | 0.57 | 1.86 |
| Energy | 0.91 | 3.71 |
| Healthcare | 5.37 | 10.11 |
| Consumer Defensive | 3.22 | 5.41 |
| Utilities | 5.55 | 2.52 |
| Technology | - | 10.43 |
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