HSBC Multi Cap Fund vs Mahindra Manulife Multi Cap Fund compare
Mahindra Manulife Multi Cap Fund - Regular Plan - Growth
HSBC Multi Cap Fund - Regular - Growth
Chart Comparison
Overview
Scheme Name | Mahindra Manulife Multi Cap Fund - Regular Plan - Growth | HSBC Multi Cap Fund - Regular - Growth |
---|---|---|
Fund | Mahindra Manulife Multi Cap Fund - Regular Plan - Growth | HSBC Multi Cap Fund - Regular - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹5622 Cr | ₹4943 Cr |
Min Investment | ₹1000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 11 May 2017 | 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 | 110% | 0.0% |
Expense Ratio | 1.82 | 1.86 |
Manager | Manish Lodha | Venugopal Manghat |
ISIN Code | INF174V01317 | INF336L01QQ8 |
Exits Load | Mahindra Manulife 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 | Mahindra Manulife Multi Cap Fund - Regular Plan - Growth | HSBC Multi Cap Fund - Regular - Growth |
---|---|---|
1 Month | 2.33% | 3.13% |
6 Month | 17.45% | 18.78% |
1 Year | -3.6% | -2.46% |
3 Year | 18.4% | - |
5 Year | 25.29% | - |
SIP Return Analysis
Scheme Name | Mahindra Manulife Multi Cap Fund - Regular Plan - Growth | HSBC Multi Cap Fund - Regular - Growth |
---|---|---|
6 Month | 3.33% | 4.97% |
1 Year | 10.48% | 12.08% |
3 Year | 17.77% | - |
5 Year | 18.81% | - |
Rolling Lumpsum Returns
Scheme Name | Mahindra Manulife Multi Cap Fund - Regular Plan - Growth | HSBC Multi Cap Fund - Regular - Growth |
---|---|---|
1 Year | 11.92% | 45.77% |
3 Year | 22.44% | - |
5 Year | 21.35% | - |
Risk Management
Scheme Name | Mahindra Manulife Multi Cap Fund - Regular Plan - Growth | HSBC Multi Cap Fund - Regular - Growth |
---|---|---|
Standard Deviation | 14.71% | - |
Sharp | 0.78% | - |
Beta | 0.99% | - |
Alpha | 3.60% | - |
Fund Managers
Scheme Name | Mahindra Manulife Multi Cap Fund - Regular Plan - Growth | HSBC Multi Cap Fund - Regular - Growth |
---|---|---|
Name | Manish Lodha | Venugopal Manghat |
Total AUM | ₹10881 Cr | ₹41442 Cr |
Funds Managed | 9 | 7 |
Mahindra Manulife Multi Cap Fund - Regular Plan - Growth | HSBC Multi Cap Fund - Regular - Growth |
Market Cap
Scheme Name |
Mahindra Manulife Multi Cap Fund - Regular Plan - Growth |
HSBC Multi Cap Fund - Regular - Growth |
---|---|---|
Others | 6.85 | 4.61 |
Large Cap | 33.25 | 39.53 |
Small Cap | 30.65 | 33.8 |
Mid Cap | 29.25 | 22.06 |
Sector Allocation
Scheme Name |
Mahindra Manulife Multi Cap Fund - Regular Plan - Growth |
HSBC Multi Cap Fund - Regular - Growth |
---|---|---|
Others | 2.32 | 0.35 |
Energy | 2.49 | 2.96 |
Utilities | 2.2 | 0.45 |
Technology | 6.49 | 9.55 |
Financial Services | 30.62 | 28.2 |
Industrials | 15.39 | 17.05 |
Consumer Cyclical | 11.55 | 16.12 |
Healthcare | 14.58 | 8.19 |
Basic Materials | 8.37 | 6.53 |
Consumer Defensive | 1.05 | 7.63 |
Communication Services | 3.41 | 1.46 |
Real Estate | 1.52 | 1.5 |
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