Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

Aditya Birla Sun Life Multi vs ITI Multi Cap Fund Regular compare

Link copied to clipboard!

tortoise-icon ITI Multi Cap Fund Regular - Growth

Invest Now

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

Invest Now

Chart Comparison

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

Overview

Scheme Name ITI Multi Cap Fund Regular - Growth Aditya Birla Sun Life Multi-Cap Fund-Regular Growth
Fund ITI Multi Cap Fund Regular - Growth Aditya Birla Sun Life Multi-Cap Fund-Regular Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹1313 Cr ₹5879 Cr
Min Investment ₹1000 ₹500
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹500
Launch Date 15 May 2019 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 % 37%
Expense Ratio 2.01 1.84
Manager Rohan Korde Dhaval Joshi
ISIN Code INF00XX01135 INF209KB1Y23
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 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

Trailing Lumpsum Returns

Scheme Name ITI Multi Cap Fund Regular - Growth Aditya Birla Sun Life Multi-Cap Fund-Regular Growth
1 Month 7.77% 8.04%
6 Month -16.9% -13.59%
1 Year -0.29% 7.59%
3 Year 17.26% 13.55%
5 Year 21.87% -

SIP Return Analysis

Scheme Name ITI Multi Cap Fund Regular - Growth Aditya Birla Sun Life Multi-Cap Fund-Regular Growth
6 Month -8.65% -6.18%
1 Year -18.43% -10.65%
3 Year 14.77% 14.37%
5 Year 15.41% -

Rolling Lumpsum Returns

Scheme Name ITI Multi Cap Fund Regular - Growth Aditya Birla Sun Life Multi-Cap Fund-Regular Growth
1 Year 18.63% 17.77%
3 Year 17.75% 17.97%
5 Year 16.88% -

Risk Management

Scheme Name ITI Multi Cap Fund Regular - Growth Aditya Birla Sun Life Multi-Cap Fund-Regular Growth
Standard Deviation 13.806% 13.457%
Sharp 0.754% 0.541%
Beta 0.935% 0.917%
Alpha 2.853% -0.116%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

Scheme Name ITI Multi Cap Fund Regular - Growth Aditya Birla Sun Life Multi-Cap Fund-Regular Growth
Name Rohan Korde Dhaval Joshi
Total AUM ₹4626 Cr ₹361932 Cr
Funds Managed 10 55
ITI Multi Cap Fund Regular - Growth Aditya Birla Sun Life Multi-Cap Fund-Regular Growth

Market Cap

Scheme Name

ITI Multi Cap Fund Regular - Growth

Aditya Birla Sun Life Multi-Cap Fund-Regular Growth

Others 5.67 2.78
Large Cap 37.82 45.24
Small Cap 31.26 26.38
Mid Cap 25.25 25.61

Sector Allocation

Scheme Name

ITI Multi Cap Fund Regular - Growth

Aditya Birla Sun Life Multi-Cap Fund-Regular Growth

Others 3.9 2.78
Energy 3.66 3.08
Technology 12.49 8.95
Industrials 19.38 12.86
Financial Services 17.43 19.84
Healthcare 8.49 11.49
Consumer Cyclical 13.3 16.83
Basic Materials 9.84 6.84
Utilities 2.59 2.56
Consumer Defensive 4.67 8.79
Communication Services 1.87 3.45
Real Estate 2.38 2.55

Top Comparisons

ICICI Prudential Ultra Short Term Fund - Growth ICICI Prudential Ultra Short Term Fund - Growth

3Y Returns6.62%

VS

Nippon India Ultra Short Duration Fund- Growth Option Nippon India Ultra Short Duration Fund- Growth Option

3Y Returns6.44%

Compare Now

Motilal Oswal Midcap Fund-Regular Plan-Growth Option Motilal Oswal Midcap Fund-Regular Plan-Growth Option

3Y Returns27.27%

VS

Sundaram Mid Cap Fund Regular Plan - Growth Sundaram Mid Cap Fund Regular Plan - Growth

3Y Returns21.03%

Compare Now

ICICI Prudential Ultra Short Term Fund - Growth ICICI Prudential Ultra Short Term Fund - Growth

3Y Returns6.62%

VS

HSBC Ultra Short Duration Fund - Regular Growth HSBC Ultra Short Duration Fund - Regular Growth

3Y Returns6.63%

Compare Now

Mirae Asset Dynamic Bond Fund-Regular Plan Growth Mirae Asset Dynamic Bond Fund-Regular Plan Growth

3Y Returns5.06%

VS

Axis Dynamic Bond Fund - Regular Plan - Growth Option Axis Dynamic Bond Fund - Regular Plan - Growth Option

3Y Returns6.55%

Compare Now
Add to Cart Successfully