- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
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) | ₹23956 Cr | ₹4259 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 | -3.3% | -3.11% |
| 6 Month | -0.13% | -3.49% |
| 1 Year | 0.08% | -9.68% |
| 3 Year | 15.89% | 15.97% |
| 5 Year | - | 17.47% |
SIP Return Analysis
| Scheme Name | SBI Multicap Fund- Regular Plan- Growth Option | Invesco India Multicap Fund - Growth Option |
|---|---|---|
| 6 Month | -0.53% | -1.94% |
| 1 Year | 7.66% | 3.3% |
| 3 Year | 14.59% | 12.35% |
| 5 Year | - | 14.27% |
Rolling Lumpsum Returns
| Scheme Name | SBI Multicap Fund- Regular Plan- Growth Option | Invesco India Multicap Fund - Growth Option |
|---|---|---|
| 1 Year | 18.04% | 14.1% |
| 3 Year | 17.45% | 18.1% |
| 5 Year | - | 19.06% |
Risk Management
| Scheme Name | SBI Multicap Fund- Regular Plan- Growth Option | Invesco India Multicap Fund - Growth Option |
|---|---|---|
| Standard Deviation | 11.91% | 12.65% |
| Sharp | 0.81% | 0.8% |
| Beta | 0.79% | 0.96% |
| Alpha | 0.81% | -0.24% |
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 | 8.32 | 12.63 |
| Large Cap | 36.09 | 30.86 |
| Small Cap | 29.12 | 25.77 |
| Mid Cap | 26.47 | 30.73 |
Sector Allocation
| Scheme Name |
SBI Multicap Fund- Regular Plan- Growth Option |
Invesco India Multicap Fund - Growth Option |
|---|---|---|
| Others | 2.09 | 0.76 |
| Technology | 1.88 | 10.16 |
| Consumer Cyclical | 19.61 | 24.78 |
| Basic Materials | 20.89 | 3.48 |
| Financial Services | 24.24 | 28.24 |
| Industrials | 7.92 | 12.87 |
| Communication Services | 6.51 | 2.07 |
| Real Estate | 0.5 | 4.68 |
| Energy | 0.85 | - |
| Healthcare | 6.94 | 12.96 |
| Consumer Defensive | 3 | - |
| Utilities | 5.56 | - |
Top Comparisons
Kotak Debt Hybrid - Growth
3Y Returns9.78%
Parag Parikh Conservative Hybrid Fund Regular - Growth
3Y Returns11.04%
Kotak Pioneer Fund- Regular Plan- Growth Option
3Y Returns22.04%
Tata Ethical Fund-Regular Plan - Growth Option
3Y Returns11.31%
Edelweiss Large Cap Fund - Regular Plan - Growth Option
3Y Returns14.61%
Sundaram Large Cap Fund Regular Plan - Growth
3Y Returns11.36%
Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option
3Y Returns19.98%
Mirae Asset Multi Asset Allocation Fund-Reg (G)
3Y Returns0%
