HSBC Multi Cap Fund vs Invesco India Multicap Fund compare
Invesco India Multicap Fund - Growth Option
HSBC Multi Cap Fund - Regular - Growth
Chart Comparison
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) | ₹4070 Cr | ₹4954 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 | -0.38% | -0.3% |
6 Month | 12% | 14.55% |
1 Year | 0.87% | -0.97% |
3 Year | 19.55% | - |
5 Year | 22.95% | - |
SIP Return Analysis
Scheme Name | Invesco India Multicap Fund - Growth Option | HSBC Multi Cap Fund - Regular - Growth |
---|---|---|
6 Month | 2.91% | 4.31% |
1 Year | 0.9% | 3.97% |
3 Year | 16.72% | - |
5 Year | 17.35% | - |
Rolling Lumpsum Returns
Scheme Name | Invesco India Multicap Fund - Growth Option | HSBC Multi Cap Fund - Regular - Growth |
---|---|---|
1 Year | 14.75% | 45.77% |
3 Year | 18.04% | - |
5 Year | 18.82% | - |
Risk Management
Scheme Name | Invesco India Multicap Fund - Growth Option | HSBC Multi Cap Fund - Regular - Growth |
---|---|---|
Standard Deviation | 12.65% | - |
Sharp | 0.97% | - |
Beta | 0.95% | - |
Alpha | 0.53% | - |
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 | 12.55 | 4.61 |
Large Cap | 33.42 | 39.53 |
Small Cap | 28.46 | 33.8 |
Mid Cap | 25.56 | 22.06 |
Sector Allocation
Scheme Name |
Invesco India Multicap Fund - Growth Option |
HSBC Multi Cap Fund - Regular - Growth |
---|---|---|
Others | 2.24 | 0.35 |
Communication Services | 2.64 | 1.46 |
Technology | 9.35 | 9.55 |
Consumer Defensive | 3.13 | 7.63 |
Healthcare | 11.49 | 8.19 |
Industrials | 15.91 | 17.05 |
Consumer Cyclical | 18.15 | 16.12 |
Basic Materials | 7.01 | 6.53 |
Financial Services | 27.17 | 28.2 |
Utilities | 0 | 0.45 |
Real Estate | 2.9 | 1.5 |
Energy | - | 2.96 |
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