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) | ₹20559 Cr | ₹4003 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 | 3.98% | 2.44% |
6 Month | 3.12% | -3.01% |
1 Year | 10.22% | 5.03% |
3 Year | 21.8% | 24.55% |
5 Year | - | 25% |
SIP Return Analysis
Scheme Name | SBI Multicap Fund- Regular Plan- Growth Option | Invesco India Multicap Fund - Growth Option |
---|---|---|
6 Month | 9.13% | 9.66% |
1 Year | 14.83% | 9.59% |
3 Year | 20.49% | 20.74% |
5 Year | - | 19.96% |
Rolling Lumpsum Returns
Scheme Name | SBI Multicap Fund- Regular Plan- Growth Option | Invesco India Multicap Fund - Growth Option |
---|---|---|
1 Year | 21% | 14.92% |
3 Year | 16.86% | 17.84% |
5 Year | - | 18.59% |
Risk Management
Scheme Name | SBI Multicap Fund- Regular Plan- Growth Option | Invesco India Multicap Fund - Growth Option |
---|---|---|
Standard Deviation | 12.89% | 14.52% |
Sharp | 1.12% | 1.18% |
Beta | 0.85% | 0.96% |
Alpha | 2.36% | 3.60% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 | 5.91 | 2.47 |
Large Cap | 36.82 | 43.5 |
Mid Cap | 27.3 | 27.52 |
Small Cap | 29.97 | 26.51 |
Sector Allocation
Scheme Name |
SBI Multicap Fund- Regular Plan- Growth Option |
Invesco India Multicap Fund - Growth Option |
---|---|---|
Others | 5.91 | 2.47 |
Technology | 2.63 | - |
Consumer Cyclical | 21.77 | - |
Basic Materials | 16.88 | - |
Consumer Defensive | 6.62 | - |
Financial Services | 21.25 | - |
Industrials | 7.07 | - |
Communication Services | 7.24 | - |
Energy | 1.12 | - |
Healthcare | 6.61 | - |
Utilities | 2.89 | - |
Telecom - Services | - | 2.61 |
IT - Software | - | 7.67 |
Food Products | - | 2.32 |
Retailing | - | 7.53 |
Healthcare Services | - | 3.13 |
Non - Ferrous Metals | - | 0.73 |
Pharmaceuticals & Biotechnology | - | 5.1 |
Banks | - | 11.45 |
Electrical Equipment | - | 3.67 |
Cement & Cement Products | - | 3.6 |
Paper, Forest & Jute Products | - | 1.06 |
Ferrous Metals | - | 1.77 |
Power | - | 2.17 |
Automobiles | - | 1.55 |
Commercial Services & Supplies | - | 1.56 |
Finance | - | 4.49 |
Agricultural Food & other Products | - | 1.93 |
Industrial Products | - | 3.98 |
Beverages | - | 4.29 |
Healthcare Equipment & Supplies | - | 1.51 |
Realty | - | 1.78 |
Chemicals & Petrochemicals | - | 4.35 |
Aerospace & Defense | - | 2.09 |
Consumer Durables | - | 6.01 |
Auto Components | - | 3.17 |
Financial Technology (Fintech) | - | 1.69 |
Insurance | - | 1.02 |
Transport Services | - | 1.5 |
Industrial Manufacturing | - | 1.79 |
Capital Markets | - | 2.01 |
Top Comparisons
DSP Multicap Fund - Regular (G)
3Y Returns0%
Baroda BNP Paribas MULTI CAP FUND - Regular Plan - Growth Option
3Y Returns23.84%
ITI Pharma and Healthcare Fund Regular - Growth
3Y Returns24.28%
HDFC Pharma and Healthcare Fund - Regular (G)
3Y Returns0%
Invesco India Equity Savings Fund - Regular Plan - Growth
3Y Returns12.82%
Invesco India Equity Savings Fund - Regular Plan - Growth
3Y Returns12.82%
Tata Corporate Bond Fund-Regular Plan-Growth
3Y Returns7.61%
Mirae Asset Corporate Bond Fund Regular Growth
3Y Returns7.33%