HSBC Multi Cap Fund vs Aditya Birla Sun Life Multi compare
Aditya Birla Sun Life Multi-Cap Fund-Regular Growth
HSBC Multi Cap Fund - Regular - Growth
Chart Comparison
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) | ₹6748 Cr | ₹5268 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 | -1.45% | -1.75% |
| 6 Month | 0.92% | 1.04% |
| 1 Year | -1.55% | -3.99% |
| 3 Year | 15.75% | - |
| 5 Year | - | - |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Multi-Cap Fund-Regular Growth | HSBC Multi Cap Fund - Regular - Growth |
|---|---|---|
| 6 Month | 1.54% | 1.55% |
| 1 Year | 12.72% | 13.22% |
| 3 Year | 13.93% | - |
| 5 Year | - | - |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Multi-Cap Fund-Regular Growth | HSBC Multi Cap Fund - Regular - Growth |
|---|---|---|
| 1 Year | 12.74% | 35.72% |
| 3 Year | 17.21% | - |
| 5 Year | - | - |
Risk Management
| Scheme Name | Aditya Birla Sun Life Multi-Cap Fund-Regular Growth | HSBC Multi Cap Fund - Regular - Growth |
|---|---|---|
| Standard Deviation | 13.55% | - |
| Sharp | 0.74% | - |
| Beta | 0.93% | - |
| Alpha | -0.34% | - |
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 | 8.01 | 4.9 |
| Large Cap | 42.43 | 41.31 |
| Small Cap | 30.12 | 32.32 |
| Mid Cap | 19.44 | 21.46 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Multi-Cap Fund-Regular Growth |
HSBC Multi Cap Fund - Regular - Growth |
|---|---|---|
| Others | 3.84 | 1.23 |
| Energy | 1.3 | 2.98 |
| Technology | 9.63 | 10.23 |
| Consumer Cyclical | 16.74 | 16.66 |
| Consumer Defensive | 8.11 | 7.56 |
| Industrials | 10.3 | 17.38 |
| Basic Materials | 6.77 | 5.09 |
| Financial Services | 28.93 | 27.29 |
| Healthcare | 7.6 | 7.84 |
| Real Estate | 3.03 | 1.54 |
| Communication Services | 3.16 | 1.48 |
| Utilities | 0.6 | 0.73 |
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