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) | ₹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 |
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