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) | ₹4182 Cr | ₹4985 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 | 1.69% | 2.79% |
6 Month | 4.31% | 5.76% |
1 Year | 4.23% | 0.11% |
3 Year | 22.98% | - |
5 Year | 24.46% | - |
SIP Return Analysis
Scheme Name | Invesco India Multicap Fund - Growth Option | HSBC Multi Cap Fund - Regular - Growth |
---|---|---|
6 Month | 8.01% | 9.41% |
1 Year | 6.32% | 8.48% |
3 Year | 19.64% | - |
5 Year | 19.26% | - |
Rolling Lumpsum Returns
Scheme Name | Invesco India Multicap Fund - Growth Option | HSBC Multi Cap Fund - Regular - Growth |
---|---|---|
1 Year | 14.92% | 50.5% |
3 Year | 17.84% | - |
5 Year | 18.59% | - |
Risk Management
Scheme Name | Invesco India Multicap Fund - Growth Option | HSBC Multi Cap Fund - Regular - Growth |
---|---|---|
Standard Deviation | 12.65% | - |
Sharp | 1.25% | - |
Beta | 0.94% | - |
Alpha | 0.93% | - |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 | 6.85 | 6.29 |
Large Cap | 41.24 | 41.34 |
Small Cap | 26.21 | 27.02 |
Mid Cap | 25.71 | 25.36 |
Sector Allocation
Scheme Name |
Invesco India Multicap Fund - Growth Option |
HSBC Multi Cap Fund - Regular - Growth |
---|---|---|
Others | 2.44 | 1.17 |
Communication Services | 2.73 | 1.53 |
Technology | 9.47 | 9.96 |
Consumer Defensive | 8.01 | 5.45 |
Healthcare | 11.09 | 7.5 |
Consumer Cyclical | 15.63 | 16.55 |
Basic Materials | 11.84 | 5.17 |
Financial Services | 19.92 | 29.61 |
Industrials | 15.06 | 16.67 |
Utilities | 2.07 | 1.47 |
Real Estate | 1.74 | 1.74 |
Energy | - | 3.17 |
Top Comparisons
BANDHAN Flexi Cap Fund - Regular Plan - Growth
3Y Returns18.84%
LIC MF Flexi Cap Fund-Growth
3Y Returns17.86%
Kotak Multicap Fund-Regular Plan-Growth
3Y Returns27.25%
Nippon India Multi Cap Fund-Growth Plan-Bonus Option
3Y Returns25.99%
Invesco India Largecap Fund - Growth
3Y Returns20.17%
PGIM India Large Cap Fund - Growth
3Y Returns15.46%
Franklin India Focused Equity Fund - Growth Plan
3Y Returns20.06%
Mahindra Manulife Focused Fund - Regular Plan - Growth
3Y Returns23.48%