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Tata Multicap Fund vs Edelweiss Multi Cap Fund compare

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tortoise-icon Tata Multicap Fund - Regular Plan - Growth

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tortoise-icon Tata Multicap Fund - Regular Plan - Growth

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tortoise-icon Edelweiss Multi Cap Fund - Regular (G)

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Chart Comparison

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

Overview

Scheme Name Tata Multicap Fund - Regular Plan - Growth Tata Multicap Fund - Regular Plan - Growth Edelweiss Multi Cap Fund - Regular (G)
Fund Tata Multicap Fund - Regular Plan - Growth Tata Multicap Fund - Regular Plan - Growth Edelweiss Multi Cap Fund - Regular (G)
Investment Plan Growth Growth Growth
Level of Risk Very High Very High Very High
Asset Size (Cr) ₹3058 Cr ₹3058 Cr ₹2883 Cr
Min Investment ₹5000 ₹5000 ₹100
Min SIP Invesment ₹150 ₹150 ₹100
Min Addl Investment ₹1000 ₹1000 ₹100
Launch Date 02 Feb 2023 02 Feb 2023 25 Oct 2023
Category Multi Cap Multi Cap Multi Cap
Fund Type Open Ended Open Ended Open Ended
Benchmark Nifty 500 Multicap 50:25:25 TRI Nifty 500 Multicap 50:25:25 TRI Nifty 500 Multicap 50:25:25 TRI
Turn Over 3.53% 3.53% %
Expense Ratio 1.89 1.89 1.94
Manager Rahul Singh Rahul Singh Trideep Bhattacharya
ISIN Code INF277KA1703 INF277KA1703 INF754K01RW0
Exits Load Tata Multicap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 Tata Multicap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 Edelweiss Multi Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name Tata Multicap Fund - Regular Plan - Growth Tata Multicap Fund - Regular Plan - Growth Edelweiss Multi Cap Fund - Regular (G)
1 Month 2.32% 2.32% 2.61%
6 Month 16.22% 16.22% 15.98%
1 Year -6.79% -6.79% -3.71%
3 Year - - -
5 Year - - -

SIP Return Analysis

Scheme Name Tata Multicap Fund - Regular Plan - Growth Tata Multicap Fund - Regular Plan - Growth Edelweiss Multi Cap Fund - Regular (G)
6 Month 3.97% 3.97% 3.4%
1 Year 8.54% 8.54% 8.03%
3 Year - - -
5 Year - - -

Rolling Lumpsum Returns

Scheme Name Tata Multicap Fund - Regular Plan - Growth Tata Multicap Fund - Regular Plan - Growth Edelweiss Multi Cap Fund - Regular (G)
1 Year 24.62% 24.62% 10.35%
3 Year - - -
5 Year - - -

Risk Management

Scheme Name Tata Multicap Fund - Regular Plan - Growth Tata Multicap Fund - Regular Plan - Growth Edelweiss Multi Cap Fund - Regular (G)
Standard Deviation - - -
Sharp - - -
Beta - - -
Alpha - - -

Fund Managers

Scheme Name Tata Multicap Fund - Regular Plan - Growth Tata Multicap Fund - Regular Plan - Growth Edelweiss Multi Cap Fund - Regular (G)
Name Rahul Singh Rahul Singh Trideep Bhattacharya
Total AUM ₹19760 Cr ₹19760 Cr ₹0 Cr
Funds Managed 9 9 9
Tata Multicap Fund - Regular Plan - Growth Tata Multicap Fund - Regular Plan - Growth Edelweiss Multi Cap Fund - Regular (G)

Market Cap

Scheme Name

Tata Multicap Fund - Regular Plan - Growth

Tata Multicap Fund - Regular Plan - Growth

Edelweiss Multi Cap Fund - Regular (G)

Others 3.91 3.91 5.43
Large Cap 44.67 44.67 40.68
Small Cap 26.98 26.98 29.84
Mid Cap 24.44 24.44 24.05

Sector Allocation

Scheme Name

Tata Multicap Fund - Regular Plan - Growth

Tata Multicap Fund - Regular Plan - Growth

Edelweiss Multi Cap Fund - Regular (G)

Others 1.77 1.77 1.56
Energy 4.56 4.56 4.22
Technology 10.43 10.43 9.63
Consumer Cyclical 12.84 12.84 13.74
Industrials 12.23 12.23 8.73
Financial Services 30.26 30.26 30.97
Healthcare 8.5 8.5 11.85
Basic Materials 7.45 7.45 7.2
Communication Services 4.38 4.38 1.65
Consumer Defensive 2.44 2.44 5.98
Real Estate 1.91 1.91 1.97
Utilities 3.23 3.23 2.5

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