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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) | ₹22387 Cr | ₹4070 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 |
Trailing Lumpsum Returns
| Scheme Name | SBI Multicap Fund- Regular Plan- Growth Option | Invesco India Multicap Fund - Growth Option |
|---|---|---|
| 1 Month | -2.2% | -2.24% |
| 6 Month | 14% | 13.45% |
| 1 Year | 1.57% | -4.71% |
| 3 Year | 15.94% | 18.24% |
| 5 Year | - | 21.25% |
SIP Return Analysis
| Scheme Name | SBI Multicap Fund- Regular Plan- Growth Option | Invesco India Multicap Fund - Growth Option |
|---|---|---|
| 6 Month | 1.27% | -0.1% |
| 1 Year | 6.14% | -1.25% |
| 3 Year | 16.9% | 15.41% |
| 5 Year | - | 16.64% |
Rolling Lumpsum Returns
| Scheme Name | SBI Multicap Fund- Regular Plan- Growth Option | Invesco India Multicap Fund - Growth Option |
|---|---|---|
| 1 Year | 18.92% | 14.75% |
| 3 Year | 19.03% | 18.04% |
| 5 Year | - | 18.82% |
Risk Management
| Scheme Name | SBI Multicap Fund- Regular Plan- Growth Option | Invesco India Multicap Fund - Growth Option |
|---|---|---|
| Standard Deviation | 11.88% | 12.65% |
| Sharp | 0.92% | 0.97% |
| Beta | 0.80% | 0.95% |
| Alpha | 2.87% | 0.53% |
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 | 6.97 | 12.55 |
| Small Cap | 29.42 | 28.46 |
| Mid Cap | 29.5 | 25.56 |
| Large Cap | 34.12 | 33.42 |
Sector Allocation
| Scheme Name |
SBI Multicap Fund- Regular Plan- Growth Option |
Invesco India Multicap Fund - Growth Option |
|---|---|---|
| Others | 5.97 | 2.24 |
| Consumer Cyclical | 21.55 | 18.15 |
| Basic Materials | 19.97 | 7.01 |
| Consumer Defensive | 3.71 | 3.13 |
| Financial Services | 24.65 | 27.17 |
| Industrials | 7.7 | 15.91 |
| Communication Services | 6.36 | 2.64 |
| Real Estate | 0.62 | 2.9 |
| Energy | 0.97 | - |
| Healthcare | 5.97 | 11.49 |
| Utilities | 2.53 | 0 |
| Technology | - | 9.35 |
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