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Aditya Birla Sun Life Multi vs HSBC Multi Cap Fund compare

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tortoise-icon Aditya Birla Sun Life Multi-Cap Fund-Regular Growth

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tortoise-icon HSBC Multi Cap Fund - Regular - Growth

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Chart Comparison

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

Overview

Scheme Name Aditya Birla Sun Life Multi-Cap Fund-Regular Growth HSBC Multi Cap Fund - Regular - Growth
Fund Aditya Birla Sun Life Multi-Cap Fund-Regular Growth HSBC Multi Cap Fund - Regular - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹6502 Cr ₹5033 Cr
Min Investment ₹500 ₹5000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹500 ₹1000
Launch Date 07 May 2021 30 Jan 2023
Category Flexi Cap Flexi Cap
Fund Type Open Ended Open Ended
Benchmark Nifty 500 Multicap 50:25:25 TRI Nifty 500 Multicap 50:25:25 TRI
Turn Over 37% 0.0%
Expense Ratio 1.84 1.86
Manager Dhaval Joshi Venugopal Manghat
ISIN Code INF209KB1Y23 INF336L01QQ8
Exits Load Aditya Birla Sun Life Multi Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 HSBC Multi Cap 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 Aditya Birla Sun Life Multi-Cap Fund-Regular Growth HSBC Multi Cap Fund - Regular - Growth
1 Month 3.08% 3.12%
6 Month 9.85% 11.28%
1 Year 3.13% 4.07%
3 Year 17.04% -
5 Year - -

SIP Return Analysis

Scheme Name Aditya Birla Sun Life Multi-Cap Fund-Regular Growth HSBC Multi Cap Fund - Regular - Growth
6 Month 0.32% 0.51%
1 Year 8.11% 8.64%
3 Year 13.38% -
5 Year - -

Rolling Lumpsum Returns

Scheme Name Aditya Birla Sun Life Multi-Cap Fund-Regular Growth HSBC Multi Cap Fund - Regular - Growth
1 Year 12.74% 35.72%
3 Year 17.21% -
5 Year - -

Risk Management

Scheme Name Aditya Birla Sun Life Multi-Cap Fund-Regular Growth HSBC Multi Cap Fund - Regular - Growth
Standard Deviation 13.54% -
Sharp 0.76% -
Beta 0.92% -
Alpha -0.86% -

Fund Managers

Scheme Name Aditya Birla Sun Life Multi-Cap Fund-Regular Growth HSBC Multi Cap Fund - Regular - Growth
Name Dhaval Joshi Venugopal Manghat
Total AUM ₹361932 Cr ₹41442 Cr
Funds Managed 55 7
Aditya Birla Sun Life Multi-Cap Fund-Regular Growth HSBC Multi Cap Fund - Regular - Growth

Market Cap

Scheme Name

Aditya Birla Sun Life Multi-Cap Fund-Regular Growth

HSBC Multi Cap Fund - Regular - Growth

Others 7.25 4.57
Large Cap 41.99 42.19
Small Cap 30.18 31.57
Mid Cap 20.59 21.68

Sector Allocation

Scheme Name

Aditya Birla Sun Life Multi-Cap Fund-Regular Growth

HSBC Multi Cap Fund - Regular - Growth

Others 2.83 1.33
Energy 1.23 2.86
Technology 9.26 10.91
Consumer Cyclical 15.92 17.74
Consumer Defensive 8.01 7.96
Industrials 11.13 16.56
Basic Materials 9.32 5.6
Financial Services 27.67 25.95
Healthcare 8.64 7.79
Communication Services 2.77 1.41
Utilities 1.13 0.45
Real Estate 2.07 1.43

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