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 | 1.56% | 4.42% |
6 Month | 3.73% | -0.89% |
1 Year | 14.09% | 10.31% |
3 Year | 19% | 21.82% |
5 Year | - | 26.69% |
SIP Return Analysis
Scheme Name | SBI Multicap Fund- Regular Plan- Growth Option | Invesco India Multicap Fund - Growth Option |
---|---|---|
6 Month | 4.7% | 4.56% |
1 Year | 7.03% | 2.94% |
3 Year | 19.44% | 20.63% |
5 Year | - | 20.01% |
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 | - | 0.78% |
Beta | - | 0.93% |
Alpha | - | 1.39% |
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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 | 3.59 |
Large Cap | 35.42 | 42.89 |
Mid Cap | 27.25 | 27.55 |
Small Cap | 33.13 | 25.97 |
Sector Allocation
Scheme Name |
SBI Multicap Fund- Regular Plan- Growth Option |
Invesco India Multicap Fund - Growth Option |
---|---|---|
Others | 4.2 | 3.59 |
Technology | 4.41 | - |
Basic Materials | 12.02 | - |
Consumer Cyclical | 22.58 | - |
Consumer Defensive | 8.04 | - |
Financial Services | 17.14 | - |
Healthcare | 8.03 | - |
Industrials | 11.72 | - |
Communication Services | 7.22 | - |
Energy | 1.26 | - |
Utilities | 3.38 | - |
Telecom - Services | - | 2.41 |
IT - Software | - | 8.67 |
Retailing | - | 6.8 |
Healthcare Services | - | 1.46 |
Non - Ferrous Metals | - | 0.71 |
Pharmaceuticals & Biotechnology | - | 6.36 |
Banks | - | 10.19 |
Electrical Equipment | - | 5.35 |
Cement & Cement Products | - | 3.12 |
Paper, Forest & Jute Products | - | 1.36 |
Ferrous Metals | - | 1.43 |
Power | - | 2.34 |
Automobiles | - | 1.81 |
Commercial Services & Supplies | - | 1.76 |
Finance | - | 3.89 |
Agricultural Food & other Products | - | 1.92 |
Industrial Products | - | 4.33 |
Beverages | - | 3.86 |
Healthcare Equipment & Supplies | - | 1.52 |
Realty | - | 2.53 |
Chemicals & Petrochemicals | - | 3.6 |
Aerospace & Defense | - | 2.04 |
Consumer Durables | - | 5.56 |
Auto Components | - | 3.21 |
Financial Technology (Fintech) | - | 1.67 |
Insurance | - | 1.02 |
Food Products | - | 1.67 |
Transport Services | - | 1.66 |
Industrial Manufacturing | - | 2.38 |
Capital Markets | - | 1.78 |
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