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 Risk Very High Risk
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 -4.98% -6.42%
6 Month -7.04% -10.62%
1 Year 12.06% 7.72%
3 Year - 15.89%
5 Year - 17.31%

SIP Return Analysis

Scheme Name SBI Multicap Fund- Regular Plan- Growth Option Invesco India Multicap Fund - Growth Option
6 Month - -
1 Year -2.3% -8.7%
3 Year - 16.51%
5 Year - 18.92%

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 - 0.66%
Beta - 0.92%
Alpha - 0.78%

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
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 2.22
Large Cap 37.23 32.99
Small Cap 32.02 31.92
Mid Cap 25.78 32.87

Sector Allocation

Scheme Name

SBI Multicap Fund- Regular Plan- Growth Option

Invesco India Multicap Fund - Growth Option

Others 3.7 2.22
Sovereign 0.64 -
Financial 21.07 -
Metals & Mining 7.46 -
Consumer Discretionary 9.52 -
Automobile 6.2 -
Chemicals 4.53 -
Services 11.52 -
Capital Goods 2.2 -
Energy 6.46 -
Healthcare 7.24 -
Communication 4.26 -
Technology 3.81 -
Textiles 6.03 -
Consumer Staples 5.36 -
Cement & Cement Products - 3.22
Telecom - Services - 1.88
IT - Software - 8.72
Auto Components - 3.17
Retailing - 8.23
Finance - 7.04
Healthcare Services - 1.41
Pharmaceuticals & Biotechnology - 6.79
Electrical Equipment - 5.72
Paper, Forest & Jute Products - 1.9
Banks - 6.54
Commercial Services & Supplies - 1.73
Capital Markets - 4.27
Insurance - 2.17
Agricultural Food & other Products - 2.03
Beverages - 2.6
Healthcare Equipment & Supplies - 1.43
Realty - 2.93
Ferrous Metals - 0.88
Aerospace & Defense - 1.55
Consumer Durables - 7.21
Chemicals & Petrochemicals - 1.64
Industrial Products - 6.25
Financial Technology (Fintech) - 1.55
Food Products - 1.99
Transport Services - 1.23
Industrial Manufacturing - 2.94
Leisure Services - 0.76

Top Comparisons

UTI Conservative Hybrid Fund - Regular Plan - Growth Option UTI Conservative Hybrid Fund - Regular Plan - Growth Option

3Y Returns9.98%

VS

Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth

3Y Returns8.25%

Compare Now

SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth

3Y Returns10.66%

VS

Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth

3Y Returns13.71%

Compare Now

BANDHAN Arbitrage Fund - Regular Plan - Growth BANDHAN Arbitrage Fund - Regular Plan - Growth

3Y Returns6.38%

VS

Nippon India Arbitrage Fund - Growth Plan - Growth Option Nippon India Arbitrage Fund - Growth Plan - Growth Option

3Y Returns6.32%

Compare Now

BANDHAN Equity Savings Fund - Regular Plan - Growth BANDHAN Equity Savings Fund - Regular Plan - Growth

3Y Returns6.84%

VS

Edelweiss Equity Savings Fund - Regular Plan - Growth Option Edelweiss Equity Savings Fund - Regular Plan - Growth Option

3Y Returns9.38%

Compare Now
Add to Cart Successfully