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SBI Multicap Fund vs ITI Multi Cap Fund Regular compare
ITI Multi Cap Fund Regular - Growth
SBI Multicap Fund- Regular Plan- Growth Option
Chart Comparison
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) | ₹1261 Cr | ₹22424 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 | 3.33% | 1.96% |
| 6 Month | 19.95% | 14.11% |
| 1 Year | -5.14% | 1.34% |
| 3 Year | 19.61% | 16.33% |
| 5 Year | 19.53% | - |
SIP Return Analysis
| Scheme Name | ITI Multi Cap Fund Regular - Growth | SBI Multicap Fund- Regular Plan- Growth Option |
|---|---|---|
| 6 Month | 4.49% | 2.63% |
| 1 Year | 11.21% | 10.58% |
| 3 Year | 16.99% | 17.76% |
| 5 Year | 16.43% | - |
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 | 15.02% | 12.00% |
| Sharp | 0.77% | 0.76% |
| Beta | 1.07% | 0.82% |
| Alpha | 3.13% | 2.65% |
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 | 6.25 | 12.44 |
| Large Cap | 40.59 | 31.9 |
| Small Cap | 26.71 | 28.4 |
| Mid Cap | 26.45 | 27.25 |
Sector Allocation
| Scheme Name |
ITI Multi Cap Fund Regular - Growth |
SBI Multicap Fund- Regular Plan- Growth Option |
|---|---|---|
| Others | 2.39 | 10.23 |
| Energy | 5 | 0.9 |
| Technology | 10.84 | - |
| Consumer Cyclical | 12.88 | 19.7 |
| Industrials | 20.76 | 7.78 |
| Consumer Defensive | 4.72 | 3.47 |
| Financial Services | 22.68 | 22.3 |
| Basic Materials | 8.65 | 21.11 |
| Healthcare | 7.53 | 5.68 |
| Communication Services | 2.26 | 5.86 |
| Real Estate | 1.02 | 0.59 |
| Utilities | 1.27 | 2.37 |
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