Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

SBI Multicap Fund vs ITI Multi Cap Fund Regular compare

Link copied to clipboard!

tortoise-icon ITI Multi Cap Fund Regular - Growth

Invest Now

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

Invest Now

Chart Comparison

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

Overview

Scheme Name ITI Multi Cap Fund Regular - Growth SBI Multicap Fund- Regular Plan- Growth Option
Fund ITI Multi Cap Fund Regular - Growth SBI Multicap Fund- Regular Plan- Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹1305 Cr ₹21725 Cr
Min Investment ₹1000 ₹5000
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 15 May 2019 08 Mar 2022
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%
Expense Ratio 2.01 1.69
Manager Rohan Korde Rama Iyer Srinivasan
ISIN Code INF00XX01135 INF200KA15E8
Exits Load ITI Multi Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 SBI Multicap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name ITI Multi Cap Fund Regular - Growth SBI Multicap Fund- Regular Plan- Growth Option
1 Month -2.41% 0.05%
6 Month 6.92% 8.13%
1 Year -5.61% 5.66%
3 Year 20.95% 18.11%
5 Year 19.53% -

SIP Return Analysis

Scheme Name ITI Multi Cap Fund Regular - Growth SBI Multicap Fund- Regular Plan- Growth Option
6 Month 7.9% 7.48%
1 Year 7.27% 14.05%
3 Year 18.5% 20.54%
5 Year 17.55% -

Rolling Lumpsum Returns

Scheme Name ITI Multi Cap Fund Regular - Growth SBI Multicap Fund- Regular Plan- Growth Option
1 Year 14.48% 18.92%
3 Year 18.05% 19.03%
5 Year 18.7% -

Risk Management

Scheme Name ITI Multi Cap Fund Regular - Growth SBI Multicap Fund- Regular Plan- Growth Option
Standard Deviation 15.29% 12.89%
Sharp 1.14% 1.12%
Beta 1.03% 0.85%
Alpha 2.81% 2.36%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

Scheme Name ITI Multi Cap Fund Regular - Growth SBI Multicap Fund- Regular Plan- Growth Option
Name Rohan Korde Rama Iyer Srinivasan
Total AUM ₹4626 Cr ₹158765 Cr
Funds Managed 10 8
ITI Multi Cap Fund Regular - Growth SBI Multicap Fund- Regular Plan- Growth Option

Market Cap

Scheme Name

ITI Multi Cap Fund Regular - Growth

SBI Multicap Fund- Regular Plan- Growth Option

Others 5.46 6.22
Large Cap 39.67 35.86
Small Cap 26.98 28.29
Mid Cap 27.89 29.62

Sector Allocation

Scheme Name

ITI Multi Cap Fund Regular - Growth

SBI Multicap Fund- Regular Plan- Growth Option

Others 3.21 5.54
Energy 5.16 1.04
Technology 11.08 0
Industrials 18.27 7.07
Financial Services 23.36 25.66
Basic Materials 11.64 18.34
Healthcare 7.09 6.06
Consumer Cyclical 11.47 21.98
Consumer Defensive 3.11 4
Communication Services 2.32 7.02
Real Estate 2.05 0.36
Utilities 1.25 2.93

Top Comparisons

ICICI Prudential Flexicap Fund - Growth ICICI Prudential Flexicap Fund - Growth

3Y Returns18.79%

VS

Tata Flexi Cap Fund -Regular Plan-Growth Tata Flexi Cap Fund -Regular Plan-Growth

3Y Returns16.42%

Compare Now

Nippon India Nifty Bank Index Fund - Reg (G) Nippon India Nifty Bank Index Fund - Reg (G)

3Y Returns0%

VS

Baroda BNP Paribas Banking and Financial Services Fund - Regular - Growth Option Baroda BNP Paribas Banking and Financial Services Fund - Regular - Growth Option

3Y Returns17.87%

Compare Now

ICICI Prudential ELSS Tax Saver Fund (Tax Saving) - Growth ICICI Prudential ELSS Tax Saver Fund (Tax Saving) - Growth

3Y Returns16.66%

VS

HSBC ELSS Tax saver Fund - Regular Growth HSBC ELSS Tax saver Fund - Regular Growth

3Y Returns20.83%

Compare Now

Sundaram Short Duration Fund Regular Growth Sundaram Short Duration Fund Regular Growth

3Y Returns7.46%

VS

HDFC Short Term  Debt Fund - Growth Option HDFC Short Term Debt Fund - Growth Option

3Y Returns7.81%

Compare Now
Add to Cart Successfully