SBI Multicap Fund vs Nippon India Multi Cap Fund compare
SBI Multicap Fund- Regular Plan- Growth Option
Nippon India Multi Cap Fund-Growth Plan-Bonus Option
Chart Comparison
Overview
| Scheme Name | SBI Multicap Fund- Regular Plan- Growth Option | Nippon India Multi Cap Fund-Growth Plan-Bonus Option |
|---|---|---|
| Fund | SBI Multicap Fund- Regular Plan- Growth Option | Nippon India Multi Cap Fund-Growth Plan-Bonus Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Average |
| Asset Size (Cr) | ₹22988 Cr | ₹47294 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 08 Mar 2022 | 28 Mar 2005 |
| Category | Flexi Cap | Flexi 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% | 44% |
| Expense Ratio | 1.69 | 1.6 |
| Manager | Rama Iyer Srinivasan | Ashutosh Bhargava |
| ISIN Code | INF200KA15E8 | INF204K01471 |
| 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 | For units more than 10% of the investments, an exit load of 1% if redeemed within 12 months./365 |
Trailing Lumpsum Returns
| Scheme Name | SBI Multicap Fund- Regular Plan- Growth Option | Nippon India Multi Cap Fund-Growth Plan-Bonus Option |
|---|---|---|
| 1 Month | 2.27% | - |
| 6 Month | 6.28% | - |
| 1 Year | 6.04% | - |
| 3 Year | 16.53% | - |
| 5 Year | - | - |
SIP Return Analysis
| Scheme Name | SBI Multicap Fund- Regular Plan- Growth Option | Nippon India Multi Cap Fund-Growth Plan-Bonus Option |
|---|---|---|
| 6 Month | 0.61% | - |
| 1 Year | 8.14% | - |
| 3 Year | 15.88% | - |
| 5 Year | - | - |
Rolling Lumpsum Returns
| Scheme Name | SBI Multicap Fund- Regular Plan- Growth Option | Nippon India Multi Cap Fund-Growth Plan-Bonus Option |
|---|---|---|
| 1 Year | 18.04% | - |
| 3 Year | 17.45% | - |
| 5 Year | - | - |
Risk Management
| Scheme Name | SBI Multicap Fund- Regular Plan- Growth Option | Nippon India Multi Cap Fund-Growth Plan-Bonus Option |
|---|---|---|
| Standard Deviation | 11.91% | 13.04% |
| Sharp | 0.80% | 1.10% |
| Beta | 0.78% | 0.87% |
| Alpha | 0.19% | 3.95% |
Fund Managers
| Scheme Name | SBI Multicap Fund- Regular Plan- Growth Option | Nippon India Multi Cap Fund-Growth Plan-Bonus Option |
|---|---|---|
| Name | Rama Iyer Srinivasan | Ashutosh Bhargava |
| Total AUM | ₹158765 Cr | ₹121448 Cr |
| Funds Managed | 8 | 12 |
| SBI Multicap Fund- Regular Plan- Growth Option | Nippon India Multi Cap Fund-Growth Plan-Bonus Option |
Market Cap
| Scheme Name |
SBI Multicap Fund- Regular Plan- Growth Option |
Nippon India Multi Cap Fund-Growth Plan-Bonus Option |
|---|---|---|
| Others | 14.41 | 1.98 |
| Small Cap | 26.51 | 29.87 |
| Mid Cap | 25.84 | 25.42 |
| Large Cap | 33.24 | 42.73 |
Sector Allocation
| Scheme Name |
SBI Multicap Fund- Regular Plan- Growth Option |
Nippon India Multi Cap Fund-Growth Plan-Bonus Option |
|---|---|---|
| Others | 8.04 | 1.98 |
| Consumer Cyclical | 19 | - |
| Basic Materials | 21.56 | - |
| Financial Services | 22.4 | - |
| Industrials | 7.35 | - |
| Communication Services | 6.03 | - |
| Real Estate | 0.57 | - |
| Energy | 0.91 | - |
| Healthcare | 5.37 | - |
| Consumer Defensive | 3.22 | - |
| Utilities | 5.55 | - |
| Petroleum Products | - | 3.1 |
| Electrical Equipment | - | 6.4 |
| IT - Software | - | 4.05 |
| Cement & Cement Products | - | 0.75 |
| Construction | - | 3.2 |
| Finance | - | 5.14 |
| Retailing | - | 3.49 |
| Pharmaceuticals & Biotechnology | - | 5.38 |
| Banks | - | 16.09 |
| Healthcare Services | - | 1.43 |
| Leisure Services | - | 6.66 |
| Industrial Manufacturing | - | 2.21 |
| Auto Components | - | 5.52 |
| Ferrous Metals | - | 0.44 |
| Capital Markets | - | 3.98 |
| Consumer Durables | - | 3.86 |
| Automobiles | - | 1.05 |
| Commercial Services & Supplies | - | 0.47 |
| Transport Services | - | 2.13 |
| Telecom - Services | - | 0.42 |
| Diversified FMCG | - | 1.57 |
| Insurance | - | 3.51 |
| Entertainment | - | 1.66 |
| Agricultural Food & other Products | - | 0.4 |
| Industrial Products | - | 3.14 |
| Power | - | 5.09 |
| Personal Products | - | 1.42 |
| Diversified | - | 0.44 |
| Chemicals & Petrochemicals | - | 3.02 |
| Beverages | - | 0.31 |
| Textiles & Apparels | - | 0.69 |
| Agricultural, Commercial & Construction Vehicles | - | 0.2 |
| Realty | - | 0.08 |
| Financial Technology (Fintech) | - | 0.72 |
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