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Aditya Birla Sun Life Multi vs Tata Multicap Fund compare
Aditya Birla Sun Life Multi-Cap Fund-Regular Growth
Tata Multicap Fund - Regular Plan - Growth
Tata Multicap Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Aditya Birla Sun Life Multi-Cap Fund-Regular Growth | Tata Multicap Fund - Regular Plan - Growth | Tata Multicap Fund - Regular Plan - Growth |
|---|---|---|---|
| Fund | Aditya Birla Sun Life 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) | ₹5879 Cr | ₹2935 Cr | ₹2935 Cr |
| Min Investment | ₹500 | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹150 | ₹150 |
| Min Addl Investment | ₹500 | ₹1000 | ₹1000 |
| Launch Date | 07 May 2021 | 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 | 37% | 3.53% | 3.53% |
| Expense Ratio | 1.84 | 1.89 | 1.89 |
| Manager | Dhaval Joshi | Rahul Singh | Rahul Singh |
| ISIN Code | INF209KB1Y23 | INF277KA1703 | INF277KA1703 |
| 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 | 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 | Aditya Birla Sun Life Multi-Cap Fund-Regular Growth | Tata Multicap Fund - Regular Plan - Growth | Tata Multicap Fund - Regular Plan - Growth |
|---|---|---|---|
| 1 Month | 3.39% | 3.71% | 3.71% |
| 6 Month | -8.22% | -10.64% | -10.64% |
| 1 Year | 8.73% | 2.28% | 2.28% |
| 3 Year | 14.38% | - | - |
| 5 Year | - | - | - |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Multi-Cap Fund-Regular Growth | Tata Multicap Fund - Regular Plan - Growth | Tata Multicap Fund - Regular Plan - Growth |
|---|---|---|---|
| 6 Month | -1.25% | -3.13% | -3.13% |
| 1 Year | -7.14% | -13.33% | -13.33% |
| 3 Year | 14.81% | - | - |
| 5 Year | - | - | - |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Multi-Cap Fund-Regular Growth | Tata Multicap Fund - Regular Plan - Growth | Tata Multicap Fund - Regular Plan - Growth |
|---|---|---|---|
| 1 Year | 17.77% | 28.94% | 28.94% |
| 3 Year | 17.97% | - | - |
| 5 Year | - | - | - |
Risk Management
| Scheme Name | Aditya Birla Sun Life Multi-Cap Fund-Regular Growth | Tata Multicap Fund - Regular Plan - Growth | Tata Multicap Fund - Regular Plan - Growth |
|---|---|---|---|
| Standard Deviation | 13.457% | - | - |
| Sharp | 0.541% | - | - |
| Beta | 0.917% | - | - |
| Alpha | -0.116% | - | - |
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Fund Managers
| Scheme Name | Aditya Birla Sun Life Multi-Cap Fund-Regular Growth | Tata Multicap Fund - Regular Plan - Growth | Tata Multicap Fund - Regular Plan - Growth |
|---|---|---|---|
| Name | Dhaval Joshi | Rahul Singh | Rahul Singh |
| Total AUM | ₹361932 Cr | ₹19760 Cr | ₹19760 Cr |
| Funds Managed | 55 | 9 | 9 |
| Aditya Birla Sun Life Multi-Cap Fund-Regular Growth | Tata Multicap Fund - Regular Plan - Growth | Tata Multicap Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
Aditya Birla Sun Life Multi-Cap Fund-Regular Growth |
Tata Multicap Fund - Regular Plan - Growth |
Tata Multicap Fund - Regular Plan - Growth |
|---|---|---|---|
| Others | 2.78 | 8.65 | 8.65 |
| Large Cap | 45.24 | 36.4 | 36.4 |
| Small Cap | 26.38 | 28.67 | 28.67 |
| Mid Cap | 25.61 | 26.28 | 26.28 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Multi-Cap Fund-Regular Growth |
Tata Multicap Fund - Regular Plan - Growth |
Tata Multicap Fund - Regular Plan - Growth |
|---|---|---|---|
| Others | 2.78 | 7.05 | 7.05 |
| Energy | 3.08 | 4.21 | 4.21 |
| Technology | 8.95 | 5.47 | 5.47 |
| Consumer Cyclical | 16.83 | 16.02 | 16.02 |
| Consumer Defensive | 8.79 | 1.07 | 1.07 |
| Industrials | 12.86 | 14.86 | 14.86 |
| Healthcare | 11.49 | 4.16 | 4.16 |
| Basic Materials | 6.84 | 7.15 | 7.15 |
| Financial Services | 19.84 | 26.7 | 26.7 |
| Communication Services | 3.45 | 4.36 | 4.36 |
| Utilities | 2.56 | 4.01 | 4.01 |
| Real Estate | 2.55 | 4.94 | 4.94 |
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