Invesco India Multicap Fund vs Aditya Birla Sun Life Multi compare
Invesco India Multicap Fund - Growth Option
Aditya Birla Sun Life Multi-Cap Fund-Regular Growth
Chart Comparison
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) | ₹3728 Cr | ₹5879 Cr |
Min Investment | ₹1000 | ₹500 |
Min SIP Invesment | ₹500 | ₹100 |
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 | 1.88 | 1.84 |
Manager | Dhimant Kothari | Dhaval Joshi |
ISIN Code | INF205K01DN2 | INF209KB1Y23 |
Exits Load | Invesco India Multicap Fund - 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 | Invesco India Multicap Fund - Growth Option | Aditya Birla Sun Life Multi-Cap Fund-Regular Growth |
---|---|---|
1 Month | 6.38% | 7.26% |
6 Month | -12.03% | -12.61% |
1 Year | 8.31% | 4.72% |
3 Year | 15.85% | 12.89% |
5 Year | 28.08% | - |
SIP Return Analysis
Scheme Name | Invesco India Multicap Fund - Growth Option | Aditya Birla Sun Life Multi-Cap Fund-Regular Growth |
---|---|---|
6 Month | -8.31% | -6.18% |
1 Year | -10.38% | -10.65% |
3 Year | 17.12% | 14.37% |
5 Year | 18.63% | - |
Rolling Lumpsum Returns
Scheme Name | Invesco India Multicap Fund - Growth Option | Aditya Birla Sun Life Multi-Cap Fund-Regular Growth |
---|---|---|
1 Year | 15.33% | 17.77% |
3 Year | 18.01% | 17.97% |
5 Year | 18.46% | - |
Risk Management
Scheme Name | Invesco India Multicap Fund - Growth Option | Aditya Birla Sun Life Multi-Cap Fund-Regular Growth |
---|---|---|
Standard Deviation | 12.65% | 13.457% |
Sharp | 0.59% | 0.541% |
Beta | 0.93% | 0.917% |
Alpha | 0.77% | -0.116% |
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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 |
Funds Managed | 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 |
---|---|---|
Others | 4.58 | 2.78 |
Large Cap | 37.36 | 45.24 |
Small Cap | 27.32 | 26.38 |
Mid Cap | 30.74 | 25.61 |
Sector Allocation
Scheme Name |
Invesco India Multicap Fund - Growth Option |
Aditya Birla Sun Life Multi-Cap Fund-Regular Growth |
---|---|---|
Others | 2.33 | 2.78 |
Communication Services | 2.25 | 3.45 |
Technology | 11.31 | 8.95 |
Consumer Cyclical | 13.88 | 16.83 |
Healthcare | 12.43 | 11.49 |
Financial Services | 17.59 | 19.84 |
Industrials | 19.03 | 12.86 |
Basic Materials | 8.77 | 6.84 |
Utilities | 2.58 | 2.56 |
Consumer Defensive | 6.67 | 8.79 |
Real Estate | 3.17 | 2.55 |
Energy | - | 3.08 |
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