SBI Multicap Fund vs Aditya Birla Sun Life Multi compare

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tortoise-icon SBI Multicap Fund- Regular Plan- 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 SBI Multicap Fund- Regular Plan- Growth Option Aditya Birla Sun Life Multi-Cap Fund-Regular Growth
Fund SBI Multicap Fund- Regular Plan- 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) ₹17003 Cr ₹5984 Cr
Min Investment ₹5000 ₹500
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹500
Launch Date 05 Mar 2022 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 18% 37%
Expense Ratio 1.7 1.82
Manager Rama Iyer Srinivasan Dhaval Joshi
ISIN Code INF200KA15E8 INF209KB1Y23
Exits Load For units in excess of 10% of the investment,1% will be charged for redemption within 365 days/365 Exit load of 1%, if redeemed within 90 days./365

Trailing Lumpsum Returns

Scheme Name SBI Multicap Fund- Regular Plan- Growth Option Aditya Birla Sun Life Multi-Cap Fund-Regular Growth
1 Month 2.82% 1.75%
6 Month 22.98% 20.87%
1 Year 39.14% 38.73%
3 Year - 19.22%
5 Year - -

SIP Return Analysis

Scheme Name SBI Multicap Fund- Regular Plan- Growth Option Aditya Birla Sun Life Multi-Cap Fund-Regular Growth
6 Month - -
1 Year 17.31% 17.23%
3 Year 33.15% 38.9%
5 Year 33.15% 40.78%

Rolling Lumpsum Returns

Scheme Name SBI Multicap Fund- Regular Plan- Growth Option Aditya Birla Sun Life Multi-Cap Fund-Regular Growth
1 Year 19.34% 17.03%
3 Year 35.95% 46.52%
5 Year 35.95% 46.98%

Risk Management

Scheme Name SBI Multicap Fund- Regular Plan- Growth Option Aditya Birla Sun Life Multi-Cap Fund-Regular Growth
Standard Deviation 15.58% 11.64%
Sharp - 1.05%
Beta - 0.83%
Alpha - -0.28%

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Fund Managers

Scheme Name SBI Multicap Fund- Regular Plan- Growth Option Aditya Birla Sun Life Multi-Cap Fund-Regular Growth
Name Rama Iyer Srinivasan Dhaval Joshi
Total AUM ₹158765 Cr ₹361932 Cr
Fund Manage 8 55
SBI Multicap Fund- Regular Plan- Growth Option Aditya Birla Sun Life Multi-Cap Fund-Regular Growth

Market Cap

Scheme Name

SBI Multicap Fund- Regular Plan- Growth Option

Aditya Birla Sun Life Multi-Cap Fund-Regular Growth

Others 4.97 1.96
Large Cap 37.23 45.5
Small Cap 32.02 26.6
Mid Cap 25.78 25.94

Sector Allocation

Scheme Name

SBI Multicap Fund- Regular Plan- Growth Option

Aditya Birla Sun Life Multi-Cap Fund-Regular Growth

Others 3.7 1.96
Sovereign 0.64 -
Financial 21.07 21.64
Metals & Mining 7.46 3.21
Consumer Discretionary 9.52 4.47
Automobile 6.2 7.17
Chemicals 4.53 1.63
Services 11.52 6.67
Capital Goods 2.2 11.52
Energy 6.46 7.74
Healthcare 7.24 9.08
Communication 4.26 2.47
Technology 3.81 5.11
Textiles 6.03 -
Consumer Staples 5.36 3.62
Materials - 4.67
Construction - 7.43
Insurance - 1.61

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