Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

HSBC Multi Cap Fund vs Aditya Birla Sun Life Multi compare

Link copied to clipboard!

tortoise-icon Aditya Birla Sun Life Multi-Cap Fund-Regular Growth

Invest Now

tortoise-icon HSBC Multi Cap Fund - Regular - Growth

Invest Now

Chart Comparison

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

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) ₹6508 Cr ₹4954 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 -3.07% -1.98%
6 Month 12.59% 12.25%
1 Year 0.94% -0.04%
3 Year 16.24% -
5 Year - -

SIP Return Analysis

Scheme Name Aditya Birla Sun Life Multi-Cap Fund-Regular Growth HSBC Multi Cap Fund - Regular - Growth
6 Month 3.8% 4.31%
1 Year 4.1% 3.97%
3 Year 14.91% -
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 13.53% -
Sharp 0.79% -
Beta 0.95% -
Alpha 1.10% -

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 8.09 4.61
Large Cap 40.14 39.53
Small Cap 29.45 33.8
Mid Cap 22.33 22.06

Sector Allocation

Scheme Name

Aditya Birla Sun Life Multi-Cap Fund-Regular Growth

HSBC Multi Cap Fund - Regular - Growth

Others 2.52 0.35
Energy 1.26 2.96
Technology 7.63 9.55
Consumer Cyclical 15.71 16.12
Consumer Defensive 8.63 7.63
Industrials 13.55 17.05
Financial Services 26.36 28.2
Healthcare 7.67 8.19
Basic Materials 9.83 6.53
Communication Services 2.86 1.46
Utilities 1.46 0.45
Real Estate 2.52 1.5

Top Comparisons

HSBC Low Duration Fund - Regular Growth HSBC Low Duration Fund - Regular Growth

3Y Returns7.61%

VS

DSP Low Duration Fund - Regular Plan - Growth DSP Low Duration Fund - Regular Plan - Growth

3Y Returns7.09%

Compare Now

Franklin India Focused Equity Fund - Growth Plan Franklin India Focused Equity Fund - Growth Plan

3Y Returns16.61%

VS

Mahindra Manulife Focused Fund - Regular Plan - Growth Mahindra Manulife Focused Fund - Regular Plan - Growth

3Y Returns18.72%

Compare Now

Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option

3Y Returns16.8%

VS

Sundaram Large and Midcap Fund Regular Plan - Growth Sundaram Large and Midcap Fund Regular Plan - Growth

3Y Returns15.03%

Compare Now

Kotak Gilt-Investment Regular-Growth Kotak Gilt-Investment Regular-Growth

3Y Returns6.62%

VS

Kotak Gilt-Investment Regular-Growth Kotak Gilt-Investment Regular-Growth

3Y Returns6.62%

Compare Now
Add to Cart Successfully