SBI Multicap Fund vs Invesco India Multicap Fund compare

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tortoise-icon SBI Multicap Fund- Regular Plan- Growth Option

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tortoise-icon Invesco India Multicap Fund - Growth Option

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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 Invesco India Multicap Fund - Growth Option
Fund SBI Multicap Fund- Regular Plan- Growth Option Invesco India Multicap Fund - Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹17003 Cr ₹3625 Cr
Min Investment ₹5000 ₹1000
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 05 Mar 2022 17 Mar 2008
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% 52%
Expense Ratio 1.7 1.9
Manager Rama Iyer Srinivasan Dhimant Kothari
ISIN Code INF200KA15E8 INF205K01DN2
Exits Load For units in excess of 10% of the investment,1% will be charged for redemption within 365 days/365 Exit load for units in excess of 10% of the investment, 1% will be charged for redemption within 1 year./365

Trailing Lumpsum Returns

Scheme Name SBI Multicap Fund- Regular Plan- Growth Option Invesco India Multicap Fund - Growth Option
1 Month 2.82% 9.44%
6 Month 22.98% 33.73%
1 Year 39.14% 49.54%
3 Year - 20.69%
5 Year - 25.37%

SIP Return Analysis

Scheme Name SBI Multicap Fund- Regular Plan- Growth Option Invesco India Multicap Fund - Growth Option
6 Month - -
1 Year 17.31% 17.47%
3 Year 33.15% 41.11%
5 Year 33.15% 80.95%

Rolling Lumpsum Returns

Scheme Name SBI Multicap Fund- Regular Plan- Growth Option Invesco India Multicap Fund - Growth Option
1 Year 19.34% 24.46%
3 Year 35.95% 60.44%
5 Year 35.95% 89.51%

Risk Management

Scheme Name SBI Multicap Fund- Regular Plan- Growth Option Invesco India Multicap Fund - Growth Option
Standard Deviation 15.58% 12.65%
Sharp - 0.99%
Beta - 0.9%
Alpha - 0.17%

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Fund Managers

Scheme Name SBI Multicap Fund- Regular Plan- Growth Option Invesco India Multicap Fund - Growth Option
Name Rama Iyer Srinivasan Dhimant Kothari
Total AUM ₹158765 Cr ₹8118 Cr
Fund Manage 8 7
SBI Multicap Fund- Regular Plan- Growth Option Invesco India Multicap Fund - Growth Option

Market Cap

Scheme Name

SBI Multicap Fund- Regular Plan- Growth Option

Invesco India Multicap Fund - Growth Option

Others 4.97 10.96
Large Cap 37.23 37.89
Small Cap 32.02 23.9
Mid Cap 25.78 27.25

Sector Allocation

Scheme Name

SBI Multicap Fund- Regular Plan- Growth Option

Invesco India Multicap Fund - Growth Option

Others 3.7 3.97
Sovereign 0.64 -
Financial 21.07 23.94
Metals & Mining 7.46 1.37
Consumer Discretionary 9.52 3.52
Automobile 6.2 5.9
Chemicals 4.53 1.56
Services 11.52 7.86
Capital Goods 2.2 12.93
Energy 6.46 3.67
Healthcare 7.24 9.85
Communication 4.26 1.89
Technology 3.81 3.83
Textiles 6.03 0.87
Consumer Staples 5.36 9.81
Materials - 2.72
Construction - 5.36
Insurance - 0.95

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