Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

SBI Multicap Fund vs Invesco India Multicap Fund compare

Link copied to clipboard!

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

Invest Now

tortoise-icon Invesco India Multicap Fund - Growth Option

Invest Now

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) ₹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 6.45% 5.8%
6 Month -8.88% -14.62%
1 Year 13.2% 7.62%
3 Year 14.82% 15.49%
5 Year - 27.35%

SIP Return Analysis

Scheme Name SBI Multicap Fund- Regular Plan- Growth Option Invesco India Multicap Fund - Growth Option
6 Month -2.9% -8.31%
1 Year -1.17% -10.38%
3 Year 17.2% 17.12%
5 Year - 18.63%

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 - 0.93%
Alpha - 0.77%

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 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 4.58
Large Cap 35.42 37.36
Mid Cap 27.25 30.74
Small Cap 33.13 27.32

Sector Allocation

Scheme Name

SBI Multicap Fund- Regular Plan- Growth Option

Invesco India Multicap Fund - Growth Option

Others 4.2 2.33
Technology 4.41 11.31
Basic Materials 12.02 8.77
Consumer Cyclical 22.58 13.88
Consumer Defensive 8.04 6.67
Financial Services 17.14 17.59
Healthcare 8.03 12.43
Industrials 11.72 19.03
Communication Services 7.22 2.25
Energy 1.26 -
Utilities 3.38 2.58
Real Estate - 3.17

Top Comparisons

ITI Dynamic Bond Fund Regular - Growth ITI Dynamic Bond Fund Regular - Growth

3Y Returns6.7%

VS

HDFC Dynamic Debt Fund - Growth Option HDFC Dynamic Debt Fund - Growth Option

3Y Returns6.56%

Compare Now

DSP Nifty Bank Index Fund - Regular (G) DSP Nifty Bank Index Fund - Regular (G)

3Y Returns0%

VS

UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH

3Y Returns6.03%

Compare Now

HDFC Credit Risk Debt Fund - Growth Option HDFC Credit Risk Debt Fund - Growth Option

3Y Returns6.45%

VS

HSBC Credit Risk Fund - Regular Growth HSBC Credit Risk Fund - Regular Growth

3Y Returns6.47%

Compare Now

LIC MF Balanced Advantage Fund Regular - Growth LIC MF Balanced Advantage Fund Regular - Growth

3Y Returns9.01%

VS

Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option

3Y Returns11.09%

Compare Now
Add to Cart Successfully