ITI Multi Cap Fund Regular vs Tata Multicap Fund compare

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tortoise-icon ITI Multi Cap Fund Regular - Growth

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tortoise-icon Tata Multicap Fund - Regular Plan - Growth

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tortoise-icon Tata Multicap Fund - Regular Plan - Growth

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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) ₹1284 Cr ₹3160 Cr ₹3160 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 2.09 1.9 1.9
Manager Rohan Korde Rahul Singh Rahul Singh
ISIN Code INF00XX01135 INF277KA1703 INF277KA1703
Exits Load Exit load of 1% if redeemed within 3 months./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 ITI Multi Cap Fund Regular - Growth Tata Multicap Fund - Regular Plan - Growth Tata Multicap Fund - Regular Plan - Growth
1 Month -6.99% -6.4% -6.4%
6 Month 2.86% 6.1% 6.1%
1 Year 28.12% 18.78% 18.78%
3 Year 15.96% - -
5 Year 15.32% - -

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 18.11% 14.83% 14.83%
3 Year 27.32% - -
5 Year 22.14% - -

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 18.81% 29.93% 29.93%
3 Year 17.89% - -
5 Year 18.68% - -

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% - -

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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 1.9783077459605 3.88 3.88
Small Cap 29.43 29.81 29.81
Large Cap 40.79 40.01 40.01
Mid Cap 26.74 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 1.9783077459605 3.01 3.01
Realty 2.11 5.93 5.93
Petroleum Products 3.96 2.75 2.75
Electrical Equipment 5.72 0.96 0.96
IT - Software 7.07 5.9 5.9
Construction 4.71 3.08 3.08
Banks 11.26 15.51 15.51
Pharmaceuticals & Biotechnology 6.63 2.62 2.62
Leisure Services 2.03 4.03 4.03
Cement & Cement Products 2.03 2.23 2.23
IT - Services 1.06 - -
Aerospace & Defense 1.73 - -
Industrial Manufacturing 3.35 - -
Automobiles 3.44 - -
Industrial Products 6.42 5.1 5.1
Insurance 2.32 1.46 1.46
Chemicals & Petrochemicals 3.75 1.18 1.18
Finance 2.99 8.42 8.42
Non - Ferrous Metals 1.85 - -
Telecom - Services 3.01 2.84 2.84
Diversified FMCG 3.32 - -
Ferrous Metals 1.75 - -
Agricultural Food & other Products 0.95 - -
Consumer Durables 2.55 3.01 3.01
Transport Services 0.51 1.24 1.24
Auto Components 3.44 9.31 9.31
Healthcare Services 1.06 1.01 1.01
Power 2.91 2.95 2.95
Household Products 0.91 - -
Capital Markets 1.14 1.51 1.51
Retailing 1.75 0.98 0.98
Textiles & Apparels 1.23 0.95 0.95
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

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