HSBC Multi Cap Fund vs ITI Multi Cap Fund Regular compare

HSBC Multi Cap Fund vs ITI Multi Cap Fund Regular compare

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ITI Multi Cap Fund Regular - Growth

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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	ITI Multi Cap Fund Regular - Growth	HSBC Multi Cap Fund - Regular - Growth
Fund	ITI Multi Cap Fund Regular - Growth	HSBC Multi Cap Fund - Regular - Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹1326 Cr	₹5341 Cr
Min Investment	₹1000	₹5000
Min SIP Invesment	₹500	₹500
Min Addl Investment	₹1000	₹1000
Launch Date	15 May 2019	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	%	0.0%
Expense Ratio	2.01	1.86
Manager	Rohan Korde	Venugopal Manghat
ISIN Code	INF00XX01135	INF336L01QQ8
Exits Load	ITI Multi Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 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	ITI Multi Cap Fund Regular - Growth	HSBC Multi Cap Fund - Regular - Growth
1 Month	-1.42%	-1.85%
6 Month	0.84%	2.17%
1 Year	-3.1%	-3.86%
3 Year	18.48%	-
5 Year	15.72%	-

SIP Return Analysis

Scheme Name	ITI Multi Cap Fund Regular - Growth	HSBC Multi Cap Fund - Regular - Growth
6 Month	0.88%	0.92%
1 Year	13.15%	13.09%
3 Year	14.18%	-
5 Year	14.94%	-

Rolling Lumpsum Returns

Scheme Name	ITI Multi Cap Fund Regular - Growth	HSBC Multi Cap Fund - Regular - Growth
1 Year	8.43%	35.72%
3 Year	18.36%	-
5 Year	18.97%	-

Risk Management

Scheme Name	ITI Multi Cap Fund Regular - Growth	HSBC Multi Cap Fund - Regular - Growth
Standard Deviation	14.97%	-
Sharp	0.78%	-
Beta	1.02%	-
Alpha	0.34%	-

Fund Managers

Scheme Name	ITI Multi Cap Fund Regular - Growth	HSBC Multi Cap Fund - Regular - Growth
Name	Rohan Korde	Venugopal Manghat
Total AUM	₹4626 Cr	₹41442 Cr
Funds Managed	10	7
	ITI Multi Cap Fund Regular - Growth	HSBC Multi Cap Fund - Regular - Growth

Market Cap

Scheme Name	ITI Multi Cap Fund Regular - Growth	HSBC Multi Cap Fund - Regular - Growth
Others	10.05	4.9
Large Cap	39.45	41.31
Small Cap	23.01	32.32
Mid Cap	27.49	21.46

Sector Allocation

Scheme Name	ITI Multi Cap Fund Regular - Growth	HSBC Multi Cap Fund - Regular - Growth
Others	2.88	1.23
Energy	4.45	2.98
Technology	11.34	10.23
Consumer Defensive	5.95	7.56
Industrials	19.4	17.38
Financial Services	22.95	27.29
Basic Materials	8.93	5.09
Healthcare	7.08	7.84
Consumer Cyclical	11.39	16.66
Communication Services	2.34	1.48
Real Estate	2.05	1.54
Utilities	1.24	0.73

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