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) | ₹4084 Cr | ₹5033 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 | 0.89% | 0.97% |
| 6 Month | 5.73% | 8.58% |
| 1 Year | 0.05% | 3.69% |
| 3 Year | 18.9% | - |
| 5 Year | 21.92% | - |
SIP Return Analysis
| Scheme Name | Invesco India Multicap Fund - Growth Option | HSBC Multi Cap Fund - Regular - Growth |
|---|---|---|
| 6 Month | 0.6% | 2.67% |
| 1 Year | 7.19% | 13.33% |
| 3 Year | 16.24% | - |
| 5 Year | 16.78% | - |
Rolling Lumpsum Returns
| Scheme Name | Invesco India Multicap Fund - Growth Option | HSBC Multi Cap Fund - Regular - Growth |
|---|---|---|
| 1 Year | 14.47% | 35.72% |
| 3 Year | 18.1% | - |
| 5 Year | 18.96% | - |
Risk Management
| Scheme Name | Invesco India Multicap Fund - Growth Option | HSBC Multi Cap Fund - Regular - Growth |
|---|---|---|
| Standard Deviation | 12.65% | - |
| Sharp | 0.83% | - |
| 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 | 12.56 | 4.57 |
| Small Cap | 27.43 | 31.57 |
| Large Cap | 32.97 | 42.19 |
| Mid Cap | 27.03 | 21.68 |
Sector Allocation
| Scheme Name |
Invesco India Multicap Fund - Growth Option |
HSBC Multi Cap Fund - Regular - Growth |
|---|---|---|
| Others | 0.96 | 1.33 |
| Communication Services | 2.18 | 1.41 |
| Consumer Defensive | 2.74 | 7.96 |
| Consumer Cyclical | 24.81 | 17.74 |
| Healthcare | 11.37 | 7.79 |
| Industrials | 14 | 16.56 |
| Financial Services | 26.34 | 25.95 |
| Basic Materials | 5 | 5.6 |
| Technology | 9.63 | 10.91 |
| Real Estate | 2.97 | 1.43 |
| Energy | - | 2.86 |
| Utilities | - | 0.45 |
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