SBI Multicap Fund vs Invesco India Multicap Fund compare
SBI Multicap Fund- Regular Plan- Growth Option
Invesco India Multicap Fund - Growth Option
Chart Comparison
Overview
Scheme Name | SBI Multicap Fund- Regular Plan- Growth Option | Invesco India Multicap Fund - Growth Option |
---|---|---|
Fund | SBI Multicap Fund- Regular Plan- Growth Option | Invesco India Multicap Fund - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹18769 Cr | ₹3728 Cr |
Min Investment | ₹5000 | ₹1000 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 08 Mar 2022 | 17 Mar 2008 |
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% | 52% |
Expense Ratio | 1.69 | 1.88 |
Manager | Rama Iyer Srinivasan | Dhimant Kothari |
ISIN Code | INF200KA15E8 | INF205K01DN2 |
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 | Invesco India Multicap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | SBI Multicap Fund- Regular Plan- Growth Option | Invesco India Multicap Fund - Growth Option |
---|---|---|
1 Month | 3.72% | 2.7% |
6 Month | -0.12% | -6.53% |
1 Year | 13.12% | 7.5% |
3 Year | 16.91% | 18.04% |
5 Year | - | 24.26% |
SIP Return Analysis
Scheme Name | SBI Multicap Fund- Regular Plan- Growth Option | Invesco India Multicap Fund - Growth Option |
---|---|---|
6 Month | 3.11% | -1.44% |
1 Year | 5.21% | -6.15% |
3 Year | 19.13% | 18.04% |
5 Year | - | 18.74% |
Rolling Lumpsum Returns
Scheme Name | SBI Multicap Fund- Regular Plan- Growth Option | Invesco India Multicap Fund - Growth Option |
---|---|---|
1 Year | 25.29% | 15.33% |
3 Year | - | 18.01% |
5 Year | - | 18.46% |
Risk Management
Scheme Name | SBI Multicap Fund- Regular Plan- Growth Option | Invesco India Multicap Fund - Growth Option |
---|---|---|
Standard Deviation | - | 12.65% |
Sharp | - | 0.59% |
Beta | - | 0.94% |
Alpha | - | 0.86% |
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Fund Managers
Scheme Name | SBI Multicap Fund- Regular Plan- Growth Option | Invesco India Multicap Fund - Growth Option |
---|---|---|
Name | Rama Iyer Srinivasan | Dhimant Kothari |
Total AUM | ₹158765 Cr | ₹8118 Cr |
Funds Managed | 8 | 7 |
SBI Multicap Fund- Regular Plan- Growth Option | Invesco India Multicap Fund - Growth Option |
Market Cap
Scheme Name |
SBI Multicap Fund- Regular Plan- Growth Option |
Invesco India Multicap Fund - Growth Option |
---|---|---|
Others | 4.2 | 6.1 |
Large Cap | 35.42 | 39.82 |
Mid Cap | 27.25 | 28.31 |
Small Cap | 33.13 | 25.76 |
Sector Allocation
Scheme Name |
SBI Multicap Fund- Regular Plan- Growth Option |
Invesco India Multicap Fund - Growth Option |
---|---|---|
Others | 4.2 | 3.77 |
Technology | 4.41 | 10.91 |
Basic Materials | 12.02 | 9.08 |
Consumer Cyclical | 22.58 | 14.89 |
Consumer Defensive | 8.04 | 7.3 |
Financial Services | 17.14 | 17.27 |
Healthcare | 8.03 | 11.53 |
Industrials | 11.72 | 17.74 |
Communication Services | 7.22 | 2.33 |
Energy | 1.26 | - |
Utilities | 3.38 | 2.38 |
Real Estate | - | 2.82 |
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