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 | -2.97% | -2.46% |
6 Month | 6.64% | 5.91% |
1 Year | -1.78% | -2.48% |
3 Year | 16.67% | - |
5 Year | - | - |
SIP Return Analysis
Scheme Name | Aditya Birla Sun Life Multi-Cap Fund-Regular Growth | HSBC Multi Cap Fund - Regular - Growth |
---|---|---|
6 Month | 7.47% | 6.69% |
1 Year | 8.55% | 6.35% |
3 Year | 17.56% | - |
5 Year | - | - |
Rolling Lumpsum Returns
Scheme Name | Aditya Birla Sun Life Multi-Cap Fund-Regular Growth | HSBC Multi Cap Fund - Regular - Growth |
---|---|---|
1 Year | 14.36% | 45.77% |
3 Year | 17.8% | - |
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 | 7.99 | 6.29 |
Large Cap | 39.38 | 41.34 |
Small Cap | 27.3 | 27.02 |
Mid Cap | 25.33 | 25.36 |
Sector Allocation
Scheme Name |
Aditya Birla Sun Life Multi-Cap Fund-Regular Growth |
HSBC Multi Cap Fund - Regular - Growth |
---|---|---|
Others | 4.17 | 1.17 |
Energy | 2.02 | 3.17 |
Technology | 7.52 | 9.96 |
Consumer Cyclical | 16.16 | 16.55 |
Consumer Defensive | 7.92 | 5.45 |
Industrials | 14.21 | 16.67 |
Financial Services | 23.5 | 29.61 |
Healthcare | 7.58 | 7.5 |
Basic Materials | 10.32 | 5.17 |
Communication Services | 3.06 | 1.53 |
Utilities | 1.08 | 1.47 |
Real Estate | 2.45 | 1.74 |
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