HSBC Multi Cap Fund vs Invesco India Multicap Fund compare

HSBC Multi Cap Fund vs Invesco India Multicap Fund compare

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Invesco India Multicap 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	Invesco India Multicap Fund - Growth Option	HSBC Multi Cap Fund - Regular - Growth
Fund	Invesco India Multicap Fund - Growth Option	HSBC Multi Cap Fund - Regular - Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹4228 Cr	₹5268 Cr
Min Investment	₹1000	₹5000
Min SIP Invesment	₹500	₹500
Min Addl Investment	₹1000	₹1000
Launch Date	17 Mar 2008	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	52%	0.0%
Expense Ratio	1.9	1.86
Manager	Dhimant Kothari	Venugopal Manghat
ISIN Code	INF205K01DN2	INF336L01QQ8
Exits Load	Invesco India Multicap Fund - 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	Invesco India Multicap Fund - Growth Option	HSBC Multi Cap Fund - Regular - Growth
1 Month	-2.55%	-2.44%
6 Month	-5.37%	0.07%
1 Year	-9.83%	-4.5%
3 Year	15.53%	-
5 Year	17.87%	-

SIP Return Analysis

Scheme Name	Invesco India Multicap Fund - Growth Option	HSBC Multi Cap Fund - Regular - Growth
6 Month	-0.98%	1.55%
1 Year	3.64%	13.22%
3 Year	12.72%	-
5 Year	14.56%	-

Rolling Lumpsum Returns

Scheme Name	Invesco India Multicap Fund - Growth Option	HSBC Multi Cap Fund - Regular - Growth
1 Year	14.16%	35.72%
3 Year	18.13%	-
5 Year	19.09%	-

Risk Management

Scheme Name	Invesco India Multicap Fund - Growth Option	HSBC Multi Cap Fund - Regular - Growth
Standard Deviation	12.65%	-
Sharp	0.8%	-
Beta	0.96%	-
Alpha	-0.24%	-

Fund Managers

Scheme Name	Invesco India Multicap Fund - Growth Option	HSBC Multi Cap Fund - Regular - Growth
Name	Dhimant Kothari	Venugopal Manghat
Total AUM	₹8118 Cr	₹41442 Cr
Funds Managed	7	7
	Invesco India Multicap Fund - Growth Option	HSBC Multi Cap Fund - Regular - Growth

Market Cap

Scheme Name	Invesco India Multicap Fund - Growth Option	HSBC Multi Cap Fund - Regular - Growth
Others	13	4.9
Small Cap	27.26	32.32
Large Cap	31.11	41.31
Mid Cap	28.63	21.46

Sector Allocation

Scheme Name	Invesco India Multicap Fund - Growth Option	HSBC Multi Cap Fund - Regular - Growth
Others	1.36	1.23
Communication Services	2.05	1.48
Consumer Defensive	0	7.56
Consumer Cyclical	24.85	16.66
Industrials	12.55	17.38
Healthcare	12.97	7.84
Financial Services	28.3	27.29
Real Estate	3.93	1.54
Technology	10.17	10.23
Basic Materials	3.82	5.09
Energy	-	2.98
Utilities	-	0.73

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