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Tata Multicap Fund vs Edelweiss Multi Cap Fund compare
Tata Multicap Fund - Regular Plan - Growth
Tata Multicap Fund - Regular Plan - Growth
Edelweiss Multi Cap Fund - Regular (G)
Chart Comparison
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) | ₹3101 Cr | ₹3101 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 | -0.13% | -0.13% | 0.4% |
| 6 Month | 10.5% | 10.5% | 9.7% |
| 1 Year | -4.2% | -4.2% | -2.32% |
| 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 | 1.84% | 1.84% | 1.83% |
| 1 Year | 10.28% | 10.28% | 10.15% |
| 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 | 19.44% | 19.44% | 8.82% |
| 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 | 5.41 | 5.41 | 5.33 |
| Large Cap | 41.98 | 41.98 | 40.04 |
| Small Cap | 27.81 | 27.81 | 29.96 |
| Mid Cap | 24.8 | 24.8 | 24.67 |
Sector Allocation
| Scheme Name |
Tata Multicap Fund - Regular Plan - Growth |
Tata Multicap Fund - Regular Plan - Growth |
Edelweiss Multi Cap Fund - Regular (G) |
|---|---|---|---|
| Others | 3.4 | 3.4 | 1.37 |
| Energy | 3.08 | 3.08 | 3.71 |
| Technology | 11.03 | 11.03 | 10.43 |
| Consumer Cyclical | 12.48 | 12.48 | 14.97 |
| Industrials | 15.49 | 15.49 | 9.39 |
| Financial Services | 27.12 | 27.12 | 30.19 |
| Healthcare | 7.96 | 7.96 | 10.11 |
| Basic Materials | 7.84 | 7.84 | 8.44 |
| Communication Services | 3.79 | 3.79 | 1.61 |
| Consumer Defensive | 1.93 | 1.93 | 5.41 |
| Real Estate | 2.53 | 2.53 | 1.86 |
| Utilities | 3.36 | 3.36 | 2.52 |
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