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 ITI Multi Cap Fund Regular compare

Link copied to clipboard!

tortoise-icon ITI Multi Cap Fund Regular - Growth

Invest Now

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

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name ITI Multi Cap Fund Regular - Growth SBI Multicap Fund- Regular Plan- Growth Option
Fund ITI Multi Cap Fund Regular - Growth SBI Multicap Fund- Regular Plan- Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹1313 Cr ₹18769 Cr
Min Investment ₹1000 ₹5000
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 15 May 2019 08 Mar 2022
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%
Expense Ratio 2.01 1.69
Manager Rohan Korde Rama Iyer Srinivasan
ISIN Code INF00XX01135 INF200KA15E8
Exits Load ITI Multi Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 SBI Multicap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name ITI Multi Cap Fund Regular - Growth SBI Multicap Fund- Regular Plan- Growth Option
1 Month 8.82% 5.92%
6 Month -4.28% 3.34%
1 Year 4.81% 17.89%
3 Year 23.11% 20.05%
5 Year 21.16% -

SIP Return Analysis

Scheme Name ITI Multi Cap Fund Regular - Growth SBI Multicap Fund- Regular Plan- Growth Option
6 Month -1.13% 2.31%
1 Year -12.68% 2.87%
3 Year 14.49% 17.87%
5 Year 14.89% -

Rolling Lumpsum Returns

Scheme Name ITI Multi Cap Fund Regular - Growth SBI Multicap Fund- Regular Plan- Growth Option
1 Year 18.63% 25.29%
3 Year 17.75% -
5 Year 16.88% -

Risk Management

Scheme Name ITI Multi Cap Fund Regular - Growth SBI Multicap Fund- Regular Plan- Growth Option
Standard Deviation 13.806% -
Sharp 0.754% -
Beta 0.935% -
Alpha 2.853% -

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 ITI Multi Cap Fund Regular - Growth SBI Multicap Fund- Regular Plan- Growth Option
Name Rohan Korde Rama Iyer Srinivasan
Total AUM ₹4626 Cr ₹158765 Cr
Funds Managed 10 8
ITI Multi Cap Fund Regular - Growth SBI Multicap Fund- Regular Plan- Growth Option

Market Cap

Scheme Name

ITI Multi Cap Fund Regular - Growth

SBI Multicap Fund- Regular Plan- Growth Option

Others 5.67 4.2
Large Cap 37.82 35.42
Small Cap 31.26 33.13
Mid Cap 25.25 27.25

Sector Allocation

Scheme Name

ITI Multi Cap Fund Regular - Growth

SBI Multicap Fund- Regular Plan- Growth Option

Others 3.9 4.2
Energy 3.66 1.26
Technology 12.49 4.41
Industrials 19.38 11.72
Financial Services 17.43 17.14
Healthcare 8.49 8.03
Consumer Cyclical 13.3 22.58
Basic Materials 9.84 12.02
Utilities 2.59 3.38
Consumer Defensive 4.67 8.04
Communication Services 1.87 7.22
Real Estate 2.38 -

Top Comparisons

SBI Magnum Low Duration Fund - Regular Plan - Growth SBI Magnum Low Duration Fund - Regular Plan - Growth

3Y Returns6.75%

VS

DSP Low Duration Fund - Regular Plan - Growth DSP Low Duration Fund - Regular Plan - Growth

3Y Returns6.87%

Compare Now

SBI Magnum Ultra Short Duration Fund - Regular Plan - Growth SBI Magnum Ultra Short Duration Fund - Regular Plan - Growth

3Y Returns6.87%

VS

SBI Short Horizon Debt Fund - Ultra Short Term Fund - Institutional Plan - Growth SBI Short Horizon Debt Fund - Ultra Short Term Fund - Institutional Plan - Growth

3Y Returns6.76%

Compare Now

ICICI Prudential Global Advantage Fund (FOF) - Growth Option ICICI Prudential Global Advantage Fund (FOF) - Growth Option

3Y Returns10.08%

VS

Nippon India Diversified Equity Flexicap Passive FoF - Regular Plan - Growth Nippon India Diversified Equity Flexicap Passive FoF - Regular Plan - Growth

3Y Returns18.53%

Compare Now

Mahindra Manulife Dynamic Bond Fund - Regular Plan - Growth Mahindra Manulife Dynamic Bond Fund - Regular Plan - Growth

3Y Returns7.24%

VS

Aditya Birla Sun Life Dynamic Bond Fund - Growth - Regular Plan Aditya Birla Sun Life Dynamic Bond Fund - Growth - Regular Plan

3Y Returns9%

Compare Now
Add to Cart Successfully