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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) | ₹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 | -2.39% | -2.33% |
| 6 Month | 0.13% | -3.46% |
| 1 Year | 0.33% | -9.7% |
| 3 Year | 16.32% | 16.27% |
| 5 Year | - | 17.8% |
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% | 14.16% |
| 3 Year | 17.45% | 18.13% |
| 5 Year | - | 19.09% |
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 | 13.08 | 13 |
| Large Cap | 35.35 | 31.11 |
| Small Cap | 25.61 | 27.26 |
| Mid Cap | 25.95 | 28.63 |
Sector Allocation
| Scheme Name |
SBI Multicap Fund- Regular Plan- Growth Option |
Invesco India Multicap Fund - Growth Option |
|---|---|---|
| Others | 6.63 | 1.36 |
| Technology | 1.38 | 10.17 |
| Consumer Cyclical | 18.75 | 24.85 |
| Basic Materials | 20.71 | 3.82 |
| Financial Services | 23.22 | 28.3 |
| Industrials | 7.07 | 12.55 |
| Communication Services | 6.21 | 2.05 |
| Real Estate | 0.56 | 3.93 |
| Energy | 0.88 | - |
| Healthcare | 5.66 | 12.97 |
| Consumer Defensive | 3.15 | 0 |
| Utilities | 5.78 | - |
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