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) | ₹22387 Cr | ₹2909 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 | -2.25% | -2.65% |
6 Month | 10.4% | 10.92% |
1 Year | 6.38% | 0.57% |
3 Year | 16.64% | - |
5 Year | - | - |
SIP Return Analysis
Scheme Name | SBI Multicap Fund- Regular Plan- Growth Option | Edelweiss Multi Cap Fund - Regular (G) |
---|---|---|
6 Month | 3.08% | 3.12% |
1 Year | 6.71% | 1.63% |
3 Year | 17.38% | - |
5 Year | - | - |
Rolling Lumpsum Returns
Scheme Name | SBI Multicap Fund- Regular Plan- Growth Option | Edelweiss Multi Cap Fund - Regular (G) |
---|---|---|
1 Year | 18.92% | 10.35% |
3 Year | 19.03% | - |
5 Year | - | - |
Risk Management
Scheme Name | SBI Multicap Fund- Regular Plan- Growth Option | Edelweiss Multi Cap Fund - Regular (G) |
---|---|---|
Standard Deviation | 11.88% | - |
Sharp | 0.92% | - |
Beta | 0.80% | - |
Alpha | 2.87% | - |
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 | 6.97 | 5.43 |
Small Cap | 29.42 | 29.84 |
Mid Cap | 29.5 | 24.05 |
Large Cap | 34.12 | 40.68 |
Sector Allocation
Scheme Name |
SBI Multicap Fund- Regular Plan- Growth Option |
Edelweiss Multi Cap Fund - Regular (G) |
---|---|---|
Others | 5.97 | 1.56 |
Consumer Cyclical | 21.55 | 13.74 |
Basic Materials | 19.97 | 7.2 |
Consumer Defensive | 3.71 | 5.98 |
Financial Services | 24.65 | 30.97 |
Industrials | 7.7 | 8.73 |
Communication Services | 6.36 | 1.65 |
Real Estate | 0.62 | 1.97 |
Energy | 0.97 | 4.22 |
Healthcare | 5.97 | 11.85 |
Utilities | 2.53 | 2.5 |
Technology | - | 9.63 |
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