Aditya Birla Sun Life Multi vs HSBC Multi Cap Fund compare
Aditya Birla Sun Life Multi-Cap Fund-Regular Growth
HSBC Multi Cap Fund - Regular - Growth
Chart Comparison
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) | ₹6636 Cr | ₹4985 Cr |
Min Investment | ₹500 | ₹5000 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹500 | ₹1000 |
Launch Date | 07 May 2021 | 30 Jan 2023 |
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 | 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 | 1.28% | 0.18% |
6 Month | 5.77% | 3.42% |
1 Year | 2.54% | -0.33% |
3 Year | 19.95% | - |
5 Year | - | - |
SIP Return Analysis
Scheme Name | Aditya Birla Sun Life Multi-Cap Fund-Regular Growth | HSBC Multi Cap Fund - Regular - Growth |
---|---|---|
6 Month | 10.36% | 9.41% |
1 Year | 11.56% | 8.48% |
3 Year | 18.24% | - |
5 Year | - | - |
Rolling Lumpsum Returns
Scheme Name | Aditya Birla Sun Life Multi-Cap Fund-Regular Growth | HSBC Multi Cap Fund - Regular - Growth |
---|---|---|
1 Year | 16.12% | 50.5% |
3 Year | 16.91% | - |
5 Year | - | - |
Risk Management
Scheme Name | Aditya Birla Sun Life Multi-Cap Fund-Regular Growth | HSBC Multi Cap Fund - Regular - Growth |
---|---|---|
Standard Deviation | 13.97% | - |
Sharp | 1.02% | - |
Beta | 0.94% | - |
Alpha | 0.83% | - |
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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 | 5.18 | 3.87 |
Large Cap | 42.68 | 43.12 |
Small Cap | 27.37 | 27.31 |
Mid Cap | 24.77 | 25.71 |
Sector Allocation
Scheme Name |
Aditya Birla Sun Life Multi-Cap Fund-Regular Growth |
HSBC Multi Cap Fund - Regular - Growth |
---|---|---|
Others | 1.78 | 1.87 |
Energy | 2 | 2.75 |
Technology | 7.6 | 10.06 |
Consumer Cyclical | 15.93 | 15.26 |
Consumer Defensive | 9.42 | 6.49 |
Industrials | 13.64 | 17.15 |
Financial Services | 25.25 | 29.56 |
Healthcare | 7.83 | 7.06 |
Basic Materials | 9.54 | 5.15 |
Communication Services | 3.2 | 1.48 |
Utilities | 1.19 | 1.5 |
Real Estate | 2.62 | 1.68 |
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