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) | ₹6502 Cr | ₹5033 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 | 1.42% | 1.37% |
| 6 Month | 11.35% | 12.68% |
| 1 Year | 3.68% | 4.35% |
| 3 Year | 16.84% | - |
| 5 Year | - | - |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Multi-Cap Fund-Regular Growth | HSBC Multi Cap Fund - Regular - Growth |
|---|---|---|
| 6 Month | 2.3% | 2.52% |
| 1 Year | 13.33% | 13.75% |
| 3 Year | 14.85% | - |
| 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 | 13.54% | - |
| Sharp | 0.76% | - |
| Beta | 0.92% | - |
| Alpha | -0.86% | - |
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 | 7.25 | 4.57 |
| Large Cap | 41.99 | 42.19 |
| Small Cap | 30.18 | 31.57 |
| Mid Cap | 20.59 | 21.68 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Multi-Cap Fund-Regular Growth |
HSBC Multi Cap Fund - Regular - Growth |
|---|---|---|
| Others | 2.83 | 1.33 |
| Energy | 1.23 | 2.86 |
| Technology | 9.26 | 10.91 |
| Consumer Cyclical | 15.92 | 17.74 |
| Consumer Defensive | 8.01 | 7.96 |
| Industrials | 11.13 | 16.56 |
| Basic Materials | 9.32 | 5.6 |
| Financial Services | 27.67 | 25.95 |
| Healthcare | 8.64 | 7.79 |
| Communication Services | 2.77 | 1.41 |
| Utilities | 1.13 | 0.45 |
| Real Estate | 2.07 | 1.43 |
Top Comparisons
HDFC Multi-Asset Fund - Growth Option
3Y Returns14.56%
Edelweiss Multi Asset Allocation Fund - Reg (G)
3Y Returns0%
ICICI Prudential Smallcap Fund - Growth
3Y Returns16.84%
Canara Robeco Small Cap Fund - Regular Plan - Growth Option
3Y Returns16.33%
Aditya Birla Sun Life Multi-Index Fund Of Fund-Regular Growth
3Y Returns17.67%
Mirae Asset ESG Sector Leaders Fund of Fund Regular Growth
3Y Returns12.1%
UTI Large & Mid Cap Fund - Regular Plan - Growth Option
3Y Returns21.24%
Quant Large and Mid Cap Fund-Growth
3Y Returns15.95%