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) | ₹4943 Cr | ₹8329 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 | 3.13% | 3.38% |
6 Month | 18.78% | 16.38% |
1 Year | -2.46% | -0.11% |
3 Year | - | 21.21% |
5 Year | - | - |
SIP Return Analysis
Scheme Name | HSBC Multi Cap Fund - Regular - Growth | Axis Multicap Fund - Regular Plan - Growth |
---|---|---|
6 Month | 4.97% | 5.33% |
1 Year | 12.08% | 12.7% |
3 Year | - | 21.89% |
5 Year | - | - |
Rolling Lumpsum Returns
Scheme Name | HSBC Multi Cap Fund - Regular - Growth | Axis Multicap Fund - Regular Plan - Growth |
---|---|---|
1 Year | 45.77% | 23.34% |
3 Year | - | 20.83% |
5 Year | - | - |
Risk Management
Scheme Name | HSBC Multi Cap Fund - Regular - Growth | Axis Multicap Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | - | 13.74% |
Sharp | - | 0.99% |
Beta | - | 0.95% |
Alpha | - | 6.03% |
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 | 4.61 | 6.44 |
Large Cap | 39.53 | 39.8 |
Small Cap | 33.8 | 26.59 |
Mid Cap | 22.06 | 27.16 |
Sector Allocation
Scheme Name |
HSBC Multi Cap Fund - Regular - Growth |
Axis Multicap Fund - Regular Plan - Growth |
---|---|---|
Others | 0.35 | 1.95 |
Energy | 2.96 | 3.27 |
Industrials | 17.05 | 17.49 |
Technology | 9.55 | 10.89 |
Consumer Defensive | 7.63 | 3.78 |
Consumer Cyclical | 16.12 | 15.08 |
Healthcare | 8.19 | 12.19 |
Financial Services | 28.2 | 22.26 |
Basic Materials | 6.53 | 7.12 |
Real Estate | 1.5 | 2.76 |
Utilities | 0.45 | 1 |
Communication Services | 1.46 | 2.2 |
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