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) | ₹5341 Cr | ₹9243 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 | -1.85% | -1.97% |
| 6 Month | 2.17% | 1.76% |
| 1 Year | -3.86% | -2.56% |
| 3 Year | - | 21.44% |
| 5 Year | - | - |
SIP Return Analysis
| Scheme Name | HSBC Multi Cap Fund - Regular - Growth | Axis Multicap Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 0.92% | 0.21% |
| 1 Year | 13.09% | 10.84% |
| 3 Year | - | 17.82% |
| 5 Year | - | - |
Rolling Lumpsum Returns
| Scheme Name | HSBC Multi Cap Fund - Regular - Growth | Axis Multicap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 35.72% | 21.34% |
| 3 Year | - | 21.22% |
| 5 Year | - | - |
Risk Management
| Scheme Name | HSBC Multi Cap Fund - Regular - Growth | Axis Multicap Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | - | 13.72% |
| Sharp | - | 1.03% |
| Beta | - | 0.92% |
| Alpha | - | 3.88% |
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 | 4.9 | 7.71 |
| Large Cap | 41.31 | 41.55 |
| Small Cap | 32.32 | 25.45 |
| Mid Cap | 21.46 | 25.3 |
Sector Allocation
| Scheme Name |
HSBC Multi Cap Fund - Regular - Growth |
Axis Multicap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 1.23 | 1.24 |
| Energy | 2.98 | 3.31 |
| Industrials | 17.38 | 16.17 |
| Technology | 10.23 | 11.3 |
| Consumer Defensive | 7.56 | 3.99 |
| Consumer Cyclical | 16.66 | 17.13 |
| Healthcare | 7.84 | 11.52 |
| Financial Services | 27.29 | 22.93 |
| Basic Materials | 5.09 | 6.18 |
| Real Estate | 1.54 | 3.07 |
| Communication Services | 1.48 | 2.15 |
| Utilities | 0.73 | 0.99 |
Top Comparisons
HSBC Aggressive Hybrid Active FOF - Growth
3Y Returns13.71%
Mirae Asset Diversified Equity Allocator Passive FOF - Regular Growth
3Y Returns15.35%
Franklin India Focused Equity Fund - Growth Plan
3Y Returns15%
Quant Focused Fund-Growth
3Y Returns13.32%
Aditya Birla Sun Life Global Emerging Opportunities Fund - Regular Plan - Growth Option
3Y Returns13.95%
Axis NASDAQ 100 Fund of Fund - Regular Plan - Growth
3Y Returns33.12%
Kotak Overnight Fund -Regular plan-Growth Option
3Y Returns6.33%
Quant Overnight Fund Regular - Growth
3Y Returns6.5%