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Tata Multicap Fund vs ITI Multi Cap Fund Regular compare
ITI Multi Cap Fund Regular - Growth
Tata Multicap Fund - Regular Plan - Growth
Tata Multicap Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | ITI Multi Cap Fund Regular - Growth | Tata Multicap Fund - Regular Plan - Growth | Tata Multicap Fund - Regular Plan - Growth |
|---|---|---|---|
| Fund | ITI Multi Cap Fund Regular - Growth | Tata Multicap Fund - Regular Plan - Growth | Tata Multicap Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth | Growth |
| Level of Risk | Very High | Very High | Very High |
| Asset Size (Cr) | ₹1201 Cr | ₹3069 Cr | ₹3069 Cr |
| Min Investment | ₹1000 | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹150 | ₹150 |
| Min Addl Investment | ₹1000 | ₹1000 | ₹1000 |
| Launch Date | 15 May 2019 | 02 Feb 2023 | 02 Feb 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 | 2.01 | 1.89 | 1.89 |
| Manager | Rohan Korde | Rahul Singh | Rahul Singh |
| ISIN Code | INF00XX01135 | INF277KA1703 | INF277KA1703 |
| 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 | 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 |
Trailing Lumpsum Returns
| Scheme Name | ITI Multi Cap Fund Regular - Growth | Tata Multicap Fund - Regular Plan - Growth | Tata Multicap Fund - Regular Plan - Growth |
|---|---|---|---|
| 1 Month | 3.08% | 3.57% | 3.57% |
| 6 Month | -0.1% | -1.42% | -1.42% |
| 1 Year | -0.48% | -1.8% | -1.8% |
| 3 Year | 25.33% | - | - |
| 5 Year | 21.12% | - | - |
SIP Return Analysis
| Scheme Name | ITI Multi Cap Fund Regular - Growth | Tata Multicap Fund - Regular Plan - Growth | Tata Multicap Fund - Regular Plan - Growth |
|---|---|---|---|
| 6 Month | 13.25% | 11.05% | 11.05% |
| 1 Year | 11.5% | 7.04% | 7.04% |
| 3 Year | 21.13% | - | - |
| 5 Year | 18.95% | - | - |
Rolling Lumpsum Returns
| Scheme Name | ITI Multi Cap Fund Regular - Growth | Tata Multicap Fund - Regular Plan - Growth | Tata Multicap Fund - Regular Plan - Growth |
|---|---|---|---|
| 1 Year | 16.75% | 27.25% | 27.25% |
| 3 Year | 17.85% | - | - |
| 5 Year | 17.93% | - | - |
Risk Management
| Scheme Name | ITI Multi Cap Fund Regular - Growth | Tata Multicap Fund - Regular Plan - Growth | Tata Multicap Fund - Regular Plan - Growth |
|---|---|---|---|
| Standard Deviation | 15.61% | - | - |
| Sharp | 0.96% | - | - |
| Beta | 1.02% | - | - |
| Alpha | 3.46% | - | - |
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Fund Managers
| Scheme Name | ITI Multi Cap Fund Regular - Growth | Tata Multicap Fund - Regular Plan - Growth | Tata Multicap Fund - Regular Plan - Growth |
|---|---|---|---|
| Name | Rohan Korde | Rahul Singh | Rahul Singh |
| Total AUM | ₹4626 Cr | ₹19760 Cr | ₹19760 Cr |
| Funds Managed | 10 | 9 | 9 |
| ITI Multi Cap Fund Regular - Growth | Tata Multicap Fund - Regular Plan - Growth | Tata Multicap Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
ITI Multi Cap Fund Regular - Growth |
Tata Multicap Fund - Regular Plan - Growth |
Tata Multicap Fund - Regular Plan - Growth |
|---|---|---|---|
| Others | 4.77 | 3.85 | 3.85 |
| Large Cap | 40.06 | 45.67 | 45.67 |
| Small Cap | 26.83 | 25.55 | 25.55 |
| Mid Cap | 28.33 | 24.92 | 24.92 |
Sector Allocation
| Scheme Name |
ITI Multi Cap Fund Regular - Growth |
Tata Multicap Fund - Regular Plan - Growth |
Tata Multicap Fund - Regular Plan - Growth |
|---|---|---|---|
| Others | 2.77 | 2.48 | 2.48 |
| Energy | 4.86 | 4.79 | 4.79 |
| Technology | 10.43 | 10.51 | 10.51 |
| Industrials | 20.88 | 12.91 | 12.91 |
| Financial Services | 22.24 | 31.09 | 31.09 |
| Basic Materials | 11.08 | 7.13 | 7.13 |
| Healthcare | 7.03 | 7.7 | 7.7 |
| Consumer Cyclical | 11.61 | 12.69 | 12.69 |
| Consumer Defensive | 3.39 | 1.19 | 1.19 |
| Communication Services | 2.24 | 4.33 | 4.33 |
| Real Estate | 2.16 | 1.84 | 1.84 |
| Utilities | 1.31 | 3.34 | 3.34 |
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