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) | ₹22988 Cr | ₹4084 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 | 0.89% | 0.05% |
6 Month | 6.71% | 8.89% |
1 Year | 2.77% | -3.57% |
3 Year | 17.36% | 19.55% |
5 Year | - | 22.52% |
SIP Return Analysis
Scheme Name | SBI Multicap Fund- Regular Plan- Growth Option | Invesco India Multicap Fund - Growth Option |
---|---|---|
6 Month | 2.02% | 1.28% |
1 Year | 11.82% | 8.39% |
3 Year | 17.55% | 16.56% |
5 Year | - | 17.04% |
Rolling Lumpsum Returns
Scheme Name | SBI Multicap Fund- Regular Plan- Growth Option | Invesco India Multicap Fund - Growth Option |
---|---|---|
1 Year | 18.04% | 14.47% |
3 Year | 17.45% | 18.1% |
5 Year | - | 18.96% |
Risk Management
Scheme Name | SBI Multicap Fund- Regular Plan- Growth Option | Invesco India Multicap Fund - Growth Option |
---|---|---|
Standard Deviation | 11.92% | 12.65% |
Sharp | 0.80% | 0.83% |
Beta | 0.82% | 0.96% |
Alpha | 1.86% | -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 | 14.41 | 12.56 |
Small Cap | 26.51 | 27.43 |
Mid Cap | 25.84 | 27.03 |
Large Cap | 33.24 | 32.97 |
Sector Allocation
Scheme Name |
SBI Multicap Fund- Regular Plan- Growth Option |
Invesco India Multicap Fund - Growth Option |
---|---|---|
Others | 8.04 | 0.96 |
Consumer Cyclical | 19 | 24.81 |
Basic Materials | 21.56 | 5 |
Financial Services | 22.4 | 26.34 |
Industrials | 7.35 | 14 |
Communication Services | 6.03 | 2.18 |
Real Estate | 0.57 | 2.97 |
Energy | 0.91 | - |
Healthcare | 5.37 | 11.37 |
Consumer Defensive | 3.22 | 2.74 |
Utilities | 5.55 | - |
Technology | - | 9.63 |
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