HDFC Multi Cap Fund vs Aditya Birla Sun Life Multi compare

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tortoise-icon HDFC Multi Cap 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 HDFC Multi Cap Fund - Growth Option Aditya Birla Sun Life Multi-Cap Fund-Regular Growth
Fund HDFC Multi Cap 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) ₹16733 Cr ₹6234 Cr
Min Investment ₹100 ₹500
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹100 ₹500
Launch Date 07 Dec 2021 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 11.16% 37%
Expense Ratio 1.67 1.83
Manager Dhruv Muchhal Dhaval Joshi
ISIN Code INF179KC1BV9 INF209KB1Y23
Exits Load HDFC Multicap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 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 HDFC Multi Cap Fund - Growth Option Aditya Birla Sun Life Multi-Cap Fund-Regular Growth
1 Month -5.23% -5.89%
6 Month -5.79% -4.36%
1 Year 12.65% 14.04%
3 Year 19.95% 13.18%
5 Year - -

SIP Return Analysis

Scheme Name HDFC Multi Cap Fund - Growth Option Aditya Birla Sun Life Multi-Cap Fund-Regular Growth
6 Month - -
1 Year 2.16% 3.24%
3 Year 23.45% 18.31%
5 Year - -

Rolling Lumpsum Returns

Scheme Name HDFC Multi Cap Fund - Growth Option Aditya Birla Sun Life Multi-Cap Fund-Regular Growth
1 Year 33.8% 17.17%
3 Year - 18.99%
5 Year - -

Risk Management

Scheme Name HDFC Multi Cap Fund - Growth Option Aditya Birla Sun Life Multi-Cap Fund-Regular Growth
Standard Deviation 15.5% 11.64%
Sharp - 1.05%
Beta - 0.83%
Alpha - -0.28%

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Fund Managers

Scheme Name HDFC Multi Cap Fund - Growth Option Aditya Birla Sun Life Multi-Cap Fund-Regular Growth
Name Dhruv Muchhal Dhaval Joshi
Total AUM ₹520687 Cr ₹361932 Cr
Fund Manage 40 55
HDFC Multi Cap Fund - Growth Option Aditya Birla Sun Life Multi-Cap Fund-Regular Growth

Market Cap

Scheme Name

HDFC Multi Cap Fund - Growth Option

Aditya Birla Sun Life Multi-Cap Fund-Regular Growth

Others 2.97 1.96
Large Cap 43.74 45.5
Small Cap 27.27 26.6
Mid Cap 26.02 25.94

Sector Allocation

Scheme Name

HDFC Multi Cap Fund - Growth Option

Aditya Birla Sun Life Multi-Cap Fund-Regular Growth

Others 2.46 1.96
Petroleum Products 3.67 -
Gas 0.71 -
IT - Software 8.04 -
Food Products 0.19 -
Capital Markets 0.96 -
Auto Components 5.49 -
Pharmaceuticals & Biotechnology 4.96 -
IT - Services 0.16 -
Industrial Manufacturing 1.57 -
Personal Products 0.8 -
Transport Services 0.77 -
Construction 3.79 7.43
Finance 8.38 -
Consumer Durables 5 -
Healthcare Services 2.11 -
Banks 15.56 -
Diversified FMCG 1.2 -
Non - Ferrous Metals 0.36 -
Realty 1.48 -
Agricultural, Commercial & Construction Vehicles 1.34 -
Chemicals & Petrochemicals 2.3 -
Leisure Services 3.12 -
Automobiles 2.75 -
Aerospace & Defense 2.06 -
Electrical Equipment 1.86 -
Cement & Cement Products 2.68 -
Ferrous Metals 0.95 -
Retailing 1.14 -
Power 1.68 -
Agricultural Food & other Products 0.11 -
Industrial Products 3.17 -
Insurance 1.59 1.61
Beverages 1.12 -
Telecom - Services 2.32 -
Media 0.18 -
Oil 0.59 -
Entertainment 0.27 -
Financial Technology (Fintech) 0.45 -
Consumable Fuels 0.8 -
Fertilizers & Agrochemicals 0.51 -
Textiles & Apparels 0.28 -
Transport Infrastructure 1.07 -
Energy - 7.74
Technology - 5.11
Automobile - 7.17
Materials - 4.67
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

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