Axis Multicap Fund vs HSBC Multi Cap Fund compare
HSBC Multi Cap Fund - Regular - Growth
Axis Multicap Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | HSBC Multi Cap Fund - Regular - Growth | Axis Multicap Fund - Regular Plan - Growth |
|---|---|---|
| Fund | HSBC Multi Cap Fund - Regular - Growth | Axis Multicap Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Moderately High |
| Asset Size (Cr) | ₹5315 Cr | ₹9271 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 30 Jan 2023 | 16 Dec 2021 |
| 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 | 0.0% | 11.16% |
| Expense Ratio | 1.86 | 1.81 |
| Manager | Venugopal Manghat | Shreyash Devalkar |
| ISIN Code | INF336L01QQ8 | INF846K016E3 |
| Exits Load | 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 | Axis 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 | HSBC Multi Cap Fund - Regular - Growth | Axis Multicap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | -2.13% | -2.01% |
| 6 Month | -0.66% | -1.46% |
| 1 Year | 8.1% | 7.14% |
| 3 Year | 22.56% | 22.25% |
| 5 Year | - | - |
SIP Return Analysis
| Scheme Name | HSBC Multi Cap Fund - Regular - Growth | Axis Multicap Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 0.43% | 0.39% |
| 1 Year | 10.84% | 9.52% |
| 3 Year | 14.87% | 15.82% |
| 5 Year | - | - |
Rolling Lumpsum Returns
| Scheme Name | HSBC Multi Cap Fund - Regular - Growth | Axis Multicap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 15.85% | 18.48% |
| 3 Year | - | 21.89% |
| 5 Year | - | - |
Risk Management
| Scheme Name | HSBC Multi Cap Fund - Regular - Growth | Axis Multicap Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | - | 15.22% |
| Sharp | - | 1.14% |
| Beta | - | 0.92% |
| Alpha | - | 3.65% |
Fund Managers
| Scheme Name | HSBC Multi Cap Fund - Regular - Growth | Axis Multicap Fund - Regular Plan - Growth |
|---|---|---|
| Name | Venugopal Manghat | Shreyash Devalkar |
| Total AUM | ₹41442 Cr | ₹166770 Cr |
| Funds Managed | 7 | 14 |
| HSBC Multi Cap Fund - Regular - Growth | Axis Multicap Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
HSBC Multi Cap Fund - Regular - Growth |
Axis Multicap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 8.31 | 11.22 |
| Large Cap | 41.83 | 40.97 |
| Small Cap | 29.42 | 24.06 |
| Mid Cap | 20.44 | 23.74 |
Sector Allocation
| Scheme Name |
HSBC Multi Cap Fund - Regular - Growth |
Axis Multicap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 0.62 | 2.14 |
| Energy | 3.12 | 3.83 |
| Industrials | 17.15 | 15.58 |
| Technology | 9.67 | 10.31 |
| Consumer Defensive | 8.12 | 3.71 |
| Consumer Cyclical | 16.82 | 16.86 |
| Healthcare | 7.8 | 11.08 |
| Financial Services | 28.75 | 25.36 |
| Basic Materials | 4.47 | 5.97 |
| Real Estate | 1.43 | 2.14 |
| Communication Services | 1.35 | 2.61 |
| Utilities | 0.7 | 0.41 |
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