Aditya Birla Sun Life Multi vs Invesco India Multicap Fund compare

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tortoise-icon Invesco India Multicap Fund - Growth Option

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tortoise-icon Aditya Birla Sun Life Multi-Cap Fund-Regular Growth

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Chart Comparison

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

Overview

Scheme Name Invesco India Multicap Fund - Growth Option Aditya Birla Sun Life Multi-Cap Fund-Regular Growth
Fund Invesco India Multicap Fund - Growth Option Aditya Birla Sun Life Multi-Cap Fund-Regular Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹3625 Cr ₹5984 Cr
Min Investment ₹1000 ₹500
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹1000 ₹500
Launch Date 17 Mar 2008 07 May 2021
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 52% 37%
Expense Ratio 1.9 1.82
Manager Dhimant Kothari Dhaval Joshi
ISIN Code INF205K01DN2 INF209KB1Y23
Exits Load Exit load for units in excess of 10% of the investment, 1% will be charged for redemption within 1 year./365 Exit load of 1%, if redeemed within 90 days./365

Trailing Lumpsum Returns

Scheme Name Invesco India Multicap Fund - Growth Option Aditya Birla Sun Life Multi-Cap Fund-Regular Growth
1 Month 9.34% 1.75%
6 Month 24% 20.87%
1 Year 45.16% 38.73%
3 Year 19.53% 19.22%
5 Year 24.99% -

SIP Return Analysis

Scheme Name Invesco India Multicap Fund - Growth Option Aditya Birla Sun Life Multi-Cap Fund-Regular Growth
6 Month - -
1 Year 17.47% 17.23%
3 Year 41.11% 38.9%
5 Year 80.95% 40.78%

Rolling Lumpsum Returns

Scheme Name Invesco India Multicap Fund - Growth Option Aditya Birla Sun Life Multi-Cap Fund-Regular Growth
1 Year 24.46% 17.03%
3 Year 60.44% 46.52%
5 Year 89.51% 46.98%

Risk Management

Scheme Name Invesco India Multicap Fund - Growth Option Aditya Birla Sun Life Multi-Cap Fund-Regular Growth
Standard Deviation 12.65% 11.64%
Sharp 0.94% 1.05%
Beta 0.9% 0.83%
Alpha -1.73% -0.28%

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Fund Managers

Scheme Name Invesco India Multicap Fund - Growth Option Aditya Birla Sun Life Multi-Cap Fund-Regular Growth
Name Dhimant Kothari Dhaval Joshi
Total AUM ₹8118 Cr ₹361932 Cr
Fund Manage 7 55
Invesco India Multicap Fund - Growth Option Aditya Birla Sun Life Multi-Cap Fund-Regular Growth

Market Cap

Scheme Name

Invesco India Multicap Fund - Growth Option

Aditya Birla Sun Life Multi-Cap Fund-Regular Growth

Large Cap 37.89 45.5
Others 10.96 1.96
Mid Cap 27.25 25.94
Small Cap 23.9 26.6

Sector Allocation

Scheme Name

Invesco India Multicap Fund - Growth Option

Aditya Birla Sun Life Multi-Cap Fund-Regular Growth

Financial 23.94 21.64
Others 3.97 1.96
Technology 3.83 5.11
Capital Goods 12.93 11.52
Energy 3.67 7.74
Healthcare 9.85 9.08
Consumer Staples 9.81 3.62
Consumer Discretionary 3.52 4.47
Communication 1.89 2.47
Construction 5.36 7.43
Services 7.86 6.67
Automobile 5.9 7.17
Chemicals 1.56 1.63
Metals & Mining 1.37 3.21
Materials 2.72 4.67
Insurance 0.95 1.61
Textiles 0.87 -

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