SBI Multicap Fund vs Invesco India Multicap Fund compare

Link copied to clipboard!

SBI Multicap Fund- Regular Plan- Growth Option

Invest Now

Invesco India Multicap Fund - Growth Option

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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)	₹23986 Cr	₹4228 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	1.9
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

Scheme Name	SBI Multicap Fund- Regular Plan- Growth Option	Invesco India Multicap Fund - Growth Option
1 Month	-1.4%	-1.71%
6 Month	2.23%	-1.88%
1 Year	1.8%	-7.07%
3 Year	16.16%	16.14%
5 Year	-	18.55%

Scheme Name	SBI Multicap Fund- Regular Plan- Growth Option	Invesco India Multicap Fund - Growth Option
6 Month	-0.23%	-0.98%
1 Year	7.54%	3.64%
3 Year	14.78%	12.72%
5 Year	-	14.56%

Scheme Name	SBI Multicap Fund- Regular Plan- Growth Option	Invesco India Multicap Fund - Growth Option
1 Year	18.04%	14.16%
3 Year	17.45%	18.13%
5 Year	-	19.09%

Scheme Name	SBI Multicap Fund- Regular Plan- Growth Option	Invesco India Multicap Fund - Growth Option
Standard Deviation	11.91%	12.65%
Sharp	0.80%	0.8%
Beta	0.78%	0.96%
Alpha	0.19%	-0.24%

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

Scheme Name	SBI Multicap Fund- Regular Plan- Growth Option	Invesco India Multicap Fund - Growth Option
Others	13.08	1.36
Large Cap	35.35	33.89
Small Cap	25.61	28.15
Mid Cap	25.95	36.6

Scheme Name	SBI Multicap Fund- Regular Plan- Growth Option	Invesco India Multicap Fund - Growth Option
Others	6.63	1.36
Technology	1.38	-
Consumer Cyclical	18.75	-
Basic Materials	20.71	-
Financial Services	23.22	-
Industrials	7.07	-
Communication Services	6.21	-
Real Estate	0.56	-
Energy	0.88	-
Healthcare	5.66	-
Consumer Defensive	3.15	-
Utilities	5.78	-
Telecom - Services	-	2.05
Retailing	-	12.12
Construction	-	1.35
Healthcare Services	-	9.57
Insurance	-	2.05
Banks	-	8.25
Consumer Durables	-	8.37
Paper, Forest & Jute Products	-	0.87
Electrical Equipment	-	0.93
IT - Software	-	6.41
Leisure Services	-	2.71
Automobiles	-	3.51
Commercial Services & Supplies	-	1.19
Capital Markets	-	6.29
Finance	-	9.69
Transport Services	-	4.1
Realty	-	3.07
Aerospace & Defense	-	2.03
Industrial Products	-	2.21
Pharmaceuticals & Biotechnology	-	3.4
Cement & Cement Products	-	3.82
Auto Components	-	1.36
Financial Technology (Fintech)	-	2.01
Industrial Manufacturing	-	1.28