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SBI Multicap Fund vs Edelweiss Multi Cap Fund compare

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

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tortoise-icon Edelweiss Multi Cap Fund - Regular (G)

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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 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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