HDFC Multi Cap Fund vs HSBC Multi Cap Fund compare

HDFC Multi Cap Fund vs HSBC Multi Cap Fund compare

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HDFC Multi Cap Fund - Growth Option

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HSBC Multi Cap Fund - Regular - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name	HDFC Multi Cap Fund - Growth Option	HSBC Multi Cap Fund - Regular - Growth
Fund	HDFC Multi Cap Fund - Growth Option	HSBC Multi Cap Fund - Regular - Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹19911 Cr	₹5341 Cr
Min Investment	₹100	₹5000
Min SIP Invesment	₹100	₹500
Min Addl Investment	₹100	₹1000
Launch Date	07 Dec 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	11.16%	0.0%
Expense Ratio	1.68	1.86
Manager	Dhruv Muchhal	Venugopal Manghat
ISIN Code	INF179KC1BV9	INF336L01QQ8
Exits Load	HDFC Multicap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 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	HDFC Multi Cap Fund - Growth Option	HSBC Multi Cap Fund - Regular - Growth
1 Month	-1.27%	-1.5%
6 Month	2.15%	3.26%
1 Year	-0.51%	-2.46%
3 Year	19.3%	-
5 Year	-	-

SIP Return Analysis

Scheme Name	HDFC Multi Cap Fund - Growth Option	HSBC Multi Cap Fund - Regular - Growth
6 Month	0.72%	0.92%
1 Year	12.18%	13.09%
3 Year	14.82%	-
5 Year	-	-

Rolling Lumpsum Returns

Scheme Name	HDFC Multi Cap Fund - Growth Option	HSBC Multi Cap Fund - Regular - Growth
1 Year	27.42%	35.72%
3 Year	21.54%	-
5 Year	-	-

Risk Management

Scheme Name	HDFC Multi Cap Fund - Growth Option	HSBC Multi Cap Fund - Regular - Growth
Standard Deviation	14.10%	-
Sharp	0.90%	-
Beta	0.98%	-
Alpha	1.76%	-

Fund Managers

Scheme Name	HDFC Multi Cap Fund - Growth Option	HSBC Multi Cap Fund - Regular - Growth
Name	Dhruv Muchhal	Venugopal Manghat
Total AUM	₹520687 Cr	₹41442 Cr
Funds Managed	40	7
	HDFC Multi Cap Fund - Growth Option	HSBC Multi Cap Fund - Regular - Growth

Market Cap

Scheme Name	HDFC Multi Cap Fund - Growth Option	HSBC Multi Cap Fund - Regular - Growth
Others	7.82	4.9
Large Cap	41.59	41.31
Small Cap	22.39	32.32
Mid Cap	28.19	21.46

Sector Allocation

Scheme Name	HDFC Multi Cap Fund - Growth Option	HSBC Multi Cap Fund - Regular - Growth
Others	2.14	1.23
Energy	5.08	2.98
Utilities	2.13	0.73
Technology	10.19	10.23
Consumer Defensive	5.15	7.56
Financial Services	28.49	27.29
Industrials	10.36	17.38
Consumer Cyclical	16.81	16.66
Basic Materials	6.29	5.09
Healthcare	8.17	7.84
Real Estate	1.92	1.54
Communication Services	3.27	1.48

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