Aditya Birla Sun Life Multi vs Tata Multicap Fund compare

Link copied to clipboard!

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

Invest Now

tortoise-icon Tata Multicap Fund - Regular Plan - Growth

Invest Now

tortoise-icon Tata Multicap Fund - Regular Plan - Growth

Invest Now

Chart Comparison

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

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) ₹5984 Cr ₹3160 Cr ₹3160 Cr
Min Investment ₹500 ₹5000 ₹5000
Min SIP Invesment ₹500 ₹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 1.82 1.9 1.9
Manager Dhaval Joshi Rahul Singh Rahul Singh
ISIN Code INF209KB1Y23 INF277KA1703 INF277KA1703
Exits Load Exit load of 1%, if redeemed within 90 days./365 Exit Load for units in excess of 12% of the investment,1% will be charged for redemption within 365 days./365 Exit Load for units in excess of 12% of the investment,1% will be charged for redemption within 365 days./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 1.75% 1.72% 1.72%
6 Month 20.87% 17.59% 17.59%
1 Year 38.73% 30.81% 30.81%
3 Year 19.22% - -
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 Year 17.23% 12.56% 12.56%
3 Year 38.9% 19.74% 19.74%
5 Year 40.78% 19.74% 19.74%

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 17.03% 20.69% 20.69%
3 Year 46.52% 24.18% 24.18%
5 Year 46.98% 24.18% 24.18%

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 11.64% - -
Sharp 1.05% - -
Beta 0.83% - -
Alpha -0.28% - -

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 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
Fund Manage 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 1.96 3.88 3.88
Large Cap 45.5 40.01 40.01
Small Cap 26.6 29.81 29.81
Mid Cap 25.94 25.28 25.28

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 1.96 3.01 3.01
Energy 7.74 - -
Technology 5.11 - -
Automobile 7.17 - -
Materials 4.67 - -
Construction 7.43 3.08 3.08
Healthcare 9.08 - -
Metals & Mining 3.21 - -
Financial 21.64 - -
Services 6.67 - -
Capital Goods 11.52 - -
Consumer Staples 3.62 - -
Consumer Discretionary 4.47 - -
Communication 2.47 - -
Chemicals 1.63 - -
Insurance 1.61 1.46 1.46
Petroleum Products - 2.75 2.75
IT - Software - 5.9 5.9
Auto Components - 9.31 9.31
Personal Products - 1.3 1.3
Finance - 8.42 8.42
Minerals & Mining - 1.05 1.05
Banks - 15.51 15.51
Realty - 5.93 5.93
Pharmaceuticals & Biotechnology - 2.62 2.62
Cement & Cement Products - 2.23 2.23
Leisure Services - 4.03 4.03
Capital Markets - 1.51 1.51
Gas - 2.36 2.36
Consumer Durables - 3.01 3.01
Electrical Equipment - 0.96 0.96
Entertainment - 1.81 1.81
Agricultural, Commercial & Construction Vehicles - 1.18 1.18
Industrial Products - 5.1 5.1
Diversified - 0.37 0.37
Telecom - Services - 2.84 2.84
Chemicals & Petrochemicals - 1.18 1.18
Healthcare Services - 1.01 1.01
Retailing - 0.98 0.98
Consumable Fuels - 1.91 1.91
Fertilizers & Agrochemicals - 1.76 1.76
Transport Services - 1.24 1.24
Power - 2.95 2.95
Textiles & Apparels - 0.95 0.95
Beverages - 1.26 1.26

Top Comparisons

Tata Arbitrage Fund-Regular Plan-Growth Tata Arbitrage Fund-Regular Plan-Growth

3Y Returns5.73%

VS

Edelweiss Arbitrage Fund- Regular Plan- Growth Option Edelweiss Arbitrage Fund- Regular Plan- Growth Option

3Y Returns5.96%

Compare Now

DSP Short Term Fund - Regular Plan - Growth DSP Short Term Fund - Regular Plan - Growth

3Y Returns5.12%

VS

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

3Y Returns5.04%

Compare Now

ITI Pharma and Healthcare Fund Regular - Growth ITI Pharma and Healthcare Fund Regular - Growth

3Y Returns0%

VS

Kotak Healthcare Fund - Regular (G) Kotak Healthcare Fund - Regular (G)

3Y Returns0%

Compare Now

BAJAJ FINSERV BANKING AND PSU FUND REGULAR PLAN GROWTH BAJAJ FINSERV BANKING AND PSU FUND REGULAR PLAN GROWTH

3Y Returns0%

VS

Kotak Banking and PSU Debt - Growth Kotak Banking and PSU Debt - Growth

3Y Returns5.77%

Compare Now
Request call back
Add to Cart Successfully