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SBI Multicap Fund vs Invesco India Multicap Fund compare
SBI Multicap Fund- Regular Plan- Growth Option
Invesco India Multicap Fund - Growth Option
Chart Comparison
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) | ₹18769 Cr | ₹3728 Cr |
| Min Investment | ₹5000 | ₹1000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 08 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 | 1.69 | 1.88 |
| Manager | Rama Iyer Srinivasan | Dhimant Kothari |
| ISIN Code | INF200KA15E8 | INF205K01DN2 |
| Exits Load | SBI Multicap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Invesco India Multicap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | SBI Multicap Fund- Regular Plan- Growth Option | Invesco India Multicap Fund - Growth Option |
|---|---|---|
| 1 Month | 4.96% | 2.35% |
| 6 Month | -1.46% | -8.57% |
| 1 Year | 18.89% | 12.31% |
| 3 Year | 16.87% | 17.06% |
| 5 Year | - | 26% |
SIP Return Analysis
| Scheme Name | SBI Multicap Fund- Regular Plan- Growth Option | Invesco India Multicap Fund - Growth Option |
|---|---|---|
| 6 Month | 2.48% | -2.82% |
| 1 Year | 5.12% | -7.24% |
| 3 Year | 19.2% | 17.71% |
| 5 Year | - | 18.72% |
Rolling Lumpsum Returns
| Scheme Name | SBI Multicap Fund- Regular Plan- Growth Option | Invesco India Multicap Fund - Growth Option |
|---|---|---|
| 1 Year | 25.29% | 15.33% |
| 3 Year | - | 18.01% |
| 5 Year | - | 18.46% |
Risk Management
| Scheme Name | SBI Multicap Fund- Regular Plan- Growth Option | Invesco India Multicap Fund - Growth Option |
|---|---|---|
| Standard Deviation | - | 12.65% |
| Sharp | - | 0.59% |
| Beta | - | 0.94% |
| Alpha | - | 0.86% |
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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 |
| Funds Managed | 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 | 4.2 | 6.1 |
| Large Cap | 35.42 | 39.82 |
| Mid Cap | 27.25 | 28.31 |
| Small Cap | 33.13 | 25.76 |
Sector Allocation
| Scheme Name |
SBI Multicap Fund- Regular Plan- Growth Option |
Invesco India Multicap Fund - Growth Option |
|---|---|---|
| Others | 4.2 | 3.77 |
| Technology | 4.41 | 10.91 |
| Basic Materials | 12.02 | 9.08 |
| Consumer Cyclical | 22.58 | 14.89 |
| Consumer Defensive | 8.04 | 7.3 |
| Financial Services | 17.14 | 17.27 |
| Healthcare | 8.03 | 11.53 |
| Industrials | 11.72 | 17.74 |
| Communication Services | 7.22 | 2.33 |
| Energy | 1.26 | - |
| Utilities | 3.38 | 2.38 |
| Real Estate | - | 2.82 |
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