ITI Multi Cap Fund Regular vs Tata Multicap Fund compare

Link copied to clipboard!

tortoise-icon ITI 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 ITI Multi Cap Fund Regular - Growth Tata Multicap Fund - Regular Plan - Growth Tata Multicap Fund - Regular Plan - Growth
Fund ITI 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) ₹1360 Cr ₹3219 Cr ₹3219 Cr
Min Investment ₹1000 ₹5000 ₹5000
Min SIP Invesment ₹500 ₹150 ₹150
Min Addl Investment ₹1000 ₹1000 ₹1000
Launch Date 15 May 2019 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 % 3.53% 3.53%
Expense Ratio 2.03 1.88 1.88
Manager Rohan Korde Rahul Singh Rahul Singh
ISIN Code INF00XX01135 INF277KA1703 INF277KA1703
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 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 ITI Multi Cap Fund Regular - Growth Tata Multicap Fund - Regular Plan - Growth Tata Multicap Fund - Regular Plan - Growth
1 Month -6.35% -5.25% -5.25%
6 Month -7.88% -6.26% -6.26%
1 Year 9.61% 4.92% 4.92%
3 Year 17% - -
5 Year 13.79% - -

SIP Return Analysis

Scheme Name ITI Multi Cap Fund Regular - Growth Tata Multicap Fund - Regular Plan - Growth Tata Multicap Fund - Regular Plan - Growth
6 Month - - -
1 Year -1.71% -1.67% -1.67%
3 Year 21.62% - -
5 Year 19.2% - -

Rolling Lumpsum Returns

Scheme Name ITI Multi Cap Fund Regular - Growth Tata Multicap Fund - Regular Plan - Growth Tata Multicap Fund - Regular Plan - Growth
1 Year 19.57% 29.93% 29.93%
3 Year 17.94% - -
5 Year 18.01% - -

Risk Management

Scheme Name ITI Multi Cap Fund Regular - Growth Tata Multicap Fund - Regular Plan - Growth Tata Multicap Fund - Regular Plan - Growth
Standard Deviation 12.67% - -
Sharp 1% - -
Beta 0.85% - -
Alpha -0.08% - -

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 Tata Multicap Fund - Regular Plan - Growth Tata Multicap Fund - Regular Plan - Growth
Name Rohan Korde Rahul Singh Rahul Singh
Total AUM ₹4626 Cr ₹19760 Cr ₹19760 Cr
Fund Manage 10 9 9
ITI Multi Cap Fund Regular - Growth Tata Multicap Fund - Regular Plan - Growth Tata Multicap Fund - Regular Plan - Growth

Market Cap

Scheme Name

ITI Multi Cap Fund Regular - Growth

Tata Multicap Fund - Regular Plan - Growth

Tata Multicap Fund - Regular Plan - Growth

Others 4.39 3.88 3.88
Large Cap 40.39 40.01 40.01
Small Cap 31.18 29.81 29.81
Mid Cap 24.04 25.28 25.28

Sector Allocation

Scheme Name

ITI Multi Cap Fund Regular - Growth

Tata Multicap Fund - Regular Plan - Growth

Tata Multicap Fund - Regular Plan - Growth

Others 4.39 3.01 3.01
Petroleum Products 3.67 2.75 2.75
IT - Software 6.37 5.9 5.9
Construction 3.82 3.08 3.08
Banks 9.89 15.51 15.51
Pharmaceuticals & Biotechnology 6.07 2.62 2.62
Aerospace & Defense 2.06 - -
Leisure Services 2.07 4.03 4.03
Electrical Equipment 5.67 0.96 0.96
Chemicals & Petrochemicals 4.8 1.18 1.18
Cement & Cement Products 1.97 2.23 2.23
IT - Services 1.13 - -
Industrial Manufacturing 2.65 - -
Automobiles 3.21 - -
Industrial Products 6.19 5.1 5.1
Finance 3.32 8.42 8.42
Non - Ferrous Metals 2.09 - -
Diversified FMCG 3.41 - -
Insurance 2.59 1.46 1.46
Ferrous Metals 1.43 - -
Agricultural Food & other Products 0.87 - -
Consumer Durables 2.67 3.01 3.01
Transport Services 0.51 1.24 1.24
Auto Components 3.3 9.31 9.31
Telecom - Services 1.73 2.84 2.84
Capital Markets 2.71 1.51 1.51
Healthcare Services 1.09 1.01 1.01
Textiles & Apparels 2.11 0.95 0.95
Power 2.87 2.95 2.95
Household Products 0.89 - -
Realty 1.93 5.93 5.93
Retailing 1.53 0.98 0.98
Financial Technology (Fintech) 0.99 - -
Personal Products - 1.3 1.3
Minerals & Mining - 1.05 1.05
Gas - 2.36 2.36
Entertainment - 1.81 1.81
Agricultural, Commercial & Construction Vehicles - 1.18 1.18
Diversified - 0.37 0.37
Consumable Fuels - 1.91 1.91
Fertilizers & Agrochemicals - 1.76 1.76
Beverages - 1.26 1.26

Top Comparisons

Nippon India Power & Infra Fund-Growth Plan -Growth Option Nippon India Power & Infra Fund-Growth Plan -Growth Option

3Y Returns27.55%

VS

Canara Robeco Infrastructure Fund - Regular Plan - Growth Option Canara Robeco Infrastructure Fund - Regular Plan - Growth Option

3Y Returns23.35%

Compare Now

ADITYA BIRLA SUN LIFE US TREASURY 3 10 YEAR BOND ETFS FUND OF FUNDS REGULAR PLAN GROWTH ADITYA BIRLA SUN LIFE US TREASURY 3 10 YEAR BOND ETFS FUND OF FUNDS REGULAR PLAN GROWTH

3Y Returns0%

VS

Axis Global Equity Alpha Fund of Fund - Regular Plan - Growth Option Axis Global Equity Alpha Fund of Fund - Regular Plan - Growth Option

3Y Returns12.63%

Compare Now

Aditya Birla Sun Life Credit Risk Fund - Regular Plan - Growth Aditya Birla Sun Life Credit Risk Fund - Regular Plan - Growth

3Y Returns8.71%

VS

Axis Credit Risk Fund - Regular Plan - Growth Axis Credit Risk Fund - Regular Plan - Growth

3Y Returns6.39%

Compare Now

Bandhan Overnight Fund Regular - Growth Bandhan Overnight Fund Regular - Growth

3Y Returns5.99%

VS

Tata Overnight Fund-Regular Plan-Growth Tata Overnight Fund-Regular Plan-Growth

3Y Returns5.98%

Compare Now
Request call back
Add to Cart Successfully