Aditya Birla Sun Life Multi vs Edelweiss Multi Cap Fund compare
Aditya Birla Sun Life Multi-Cap Fund-Regular Growth
Edelweiss Multi Cap Fund - Regular (G)
Chart Comparison
Overview
Scheme Name | Aditya Birla Sun Life Multi-Cap Fund-Regular Growth | Edelweiss Multi Cap Fund - Regular (G) |
---|---|---|
Fund | Aditya Birla Sun Life Multi-Cap Fund-Regular Growth | Edelweiss Multi Cap Fund - Regular (G) |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹5879 Cr | ₹2506 Cr |
Min Investment | ₹500 | ₹100 |
Min SIP Invesment | ₹100 | ₹100 |
Min Addl Investment | ₹500 | ₹100 |
Launch Date | 07 May 2021 | 25 Oct 2023 |
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 | 37% | % |
Expense Ratio | 1.84 | 1.94 |
Manager | Dhaval Joshi | Trideep Bhattacharya |
ISIN Code | INF209KB1Y23 | INF754K01RW0 |
Exits Load | Aditya Birla Sun Life Multi Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 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 | Aditya Birla Sun Life Multi-Cap Fund-Regular Growth | Edelweiss Multi Cap Fund - Regular (G) |
---|---|---|
1 Month | 3.39% | 2.99% |
6 Month | -8.22% | -9.02% |
1 Year | 8.73% | 11.6% |
3 Year | 14.38% | - |
5 Year | - | - |
SIP Return Analysis
Scheme Name | Aditya Birla Sun Life Multi-Cap Fund-Regular Growth | Edelweiss Multi Cap Fund - Regular (G) |
---|---|---|
6 Month | -1.25% | -2.4% |
1 Year | -7.14% | -7.64% |
3 Year | 14.81% | - |
5 Year | - | - |
Rolling Lumpsum Returns
Scheme Name | Aditya Birla Sun Life Multi-Cap Fund-Regular Growth | Edelweiss Multi Cap Fund - Regular (G) |
---|---|---|
1 Year | 17.77% | 33.22% |
3 Year | 17.97% | - |
5 Year | - | - |
Risk Management
Scheme Name | Aditya Birla Sun Life Multi-Cap Fund-Regular Growth | Edelweiss Multi Cap Fund - Regular (G) |
---|---|---|
Standard Deviation | 13.457% | - |
Sharp | 0.541% | - |
Beta | 0.917% | - |
Alpha | -0.116% | - |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
Scheme Name | Aditya Birla Sun Life Multi-Cap Fund-Regular Growth | Edelweiss Multi Cap Fund - Regular (G) |
---|---|---|
Name | Dhaval Joshi | Trideep Bhattacharya |
Total AUM | ₹361932 Cr | ₹0 Cr |
Funds Managed | 55 | 9 |
Aditya Birla Sun Life Multi-Cap Fund-Regular Growth | Edelweiss Multi Cap Fund - Regular (G) |
Market Cap
Scheme Name |
Aditya Birla Sun Life Multi-Cap Fund-Regular Growth |
Edelweiss Multi Cap Fund - Regular (G) |
---|---|---|
Others | 2.78 | 3.11 |
Large Cap | 45.24 | 44.56 |
Small Cap | 26.38 | 25.08 |
Mid Cap | 25.61 | 27.24 |
Sector Allocation
Scheme Name |
Aditya Birla Sun Life Multi-Cap Fund-Regular Growth |
Edelweiss Multi Cap Fund - Regular (G) |
---|---|---|
Others | 2.78 | 2.08 |
Energy | 3.08 | 2.57 |
Technology | 8.95 | 13.48 |
Consumer Cyclical | 16.83 | 13.9 |
Consumer Defensive | 8.79 | 6 |
Industrials | 12.86 | 12.31 |
Healthcare | 11.49 | 9.29 |
Basic Materials | 6.84 | 5.25 |
Financial Services | 19.84 | 27.99 |
Communication Services | 3.45 | 2.63 |
Utilities | 2.56 | 1.95 |
Real Estate | 2.55 | 2.55 |
Top Comparisons
Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth
3Y Returns13.24%
Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option
3Y Returns14.09%
BANDHAN Core Equity Fund - Regular Plan - Growth
3Y Returns22.43%
Aditya Birla Sun Life Equity Advantage Fund - Regular Growth
3Y Returns9.61%
Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option
3Y Returns11.04%
Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth
3Y Returns14.25%
Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth
3Y Returns11.56%
Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
3Y Returns12.84%