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SBI Multicap Fund vs Invesco India Multicap Fund compare

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tortoise-icon SBI Multicap Fund- Regular Plan- Growth Option

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tortoise-icon Invesco India Multicap Fund - Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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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