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) | ₹4259 Cr | ₹5341 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 | -3.31% | -1.49% |
| 6 Month | -4.95% | 1.23% |
| 1 Year | -6.53% | 0.92% |
| 3 Year | 17.36% | - |
| 5 Year | 17.49% | - |
SIP Return Analysis
| Scheme Name | Invesco India Multicap Fund - Growth Option | HSBC Multi Cap Fund - Regular - Growth |
|---|---|---|
| 6 Month | -3.52% | -0.35% |
| 1 Year | -0.47% | 9.27% |
| 3 Year | 11.54% | - |
| 5 Year | 14.07% | - |
Rolling Lumpsum Returns
| Scheme Name | Invesco India Multicap Fund - Growth Option | HSBC Multi Cap Fund - Regular - Growth |
|---|---|---|
| 1 Year | 14.1% | 35.72% |
| 3 Year | 18.1% | - |
| 5 Year | 19.06% | - |
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 | 12.63 | 4.91 |
| Large Cap | 30.86 | 41.7 |
| Mid Cap | 30.73 | 20.71 |
| Small Cap | 25.77 | 32.68 |
Sector Allocation
| Scheme Name |
Invesco India Multicap Fund - Growth Option |
HSBC Multi Cap Fund - Regular - Growth |
|---|---|---|
| Others | 0.76 | 0.79 |
| Communication Services | 2.07 | 1.49 |
| Consumer Cyclical | 24.78 | 16.98 |
| Industrials | 12.87 | 16.33 |
| Healthcare | 12.96 | 7.85 |
| Financial Services | 28.24 | 28.19 |
| Real Estate | 4.68 | 1.41 |
| Technology | 10.16 | 10.26 |
| Basic Materials | 3.48 | 4.76 |
| Energy | - | 3.09 |
| Consumer Defensive | - | 8.14 |
| Utilities | - | 0.69 |
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