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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) ₹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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