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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) | ₹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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