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) | ₹5720 Cr | ₹5033 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 | 1.67% | 1.23% |
| 6 Month | 9.21% | 10.2% |
| 1 Year | 2.94% | 2.51% |
| 3 Year | 18.64% | - |
| 5 Year | 24.26% | - |
SIP Return Analysis
| Scheme Name | Mahindra Manulife Multi Cap Fund - Regular Plan - Growth | HSBC Multi Cap Fund - Regular - Growth |
|---|---|---|
| 6 Month | 3.9% | 4.21% |
| 1 Year | 16.06% | 15.97% |
| 3 Year | 17.67% | - |
| 5 Year | 18.49% | - |
Rolling Lumpsum Returns
| Scheme Name | Mahindra Manulife Multi Cap Fund - Regular Plan - Growth | HSBC Multi Cap Fund - Regular - Growth |
|---|---|---|
| 1 Year | 10.79% | 35.72% |
| 3 Year | 22.23% | - |
| 5 Year | 22.01% | - |
Risk Management
| Scheme Name | Mahindra Manulife Multi Cap Fund - Regular Plan - Growth | HSBC Multi Cap Fund - Regular - Growth |
|---|---|---|
| Standard Deviation | 14.77% | - |
| Sharp | 0.85% | - |
| Beta | 0.99% | - |
| Alpha | 0.68% | - |
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 | 10.2 | 4.57 |
| Large Cap | 36.81 | 42.19 |
| Small Cap | 24.52 | 31.57 |
| Mid Cap | 28.48 | 21.68 |
Sector Allocation
| Scheme Name |
Mahindra Manulife Multi Cap Fund - Regular Plan - Growth |
HSBC Multi Cap Fund - Regular - Growth |
|---|---|---|
| Others | 5.3 | 1.33 |
| Energy | 2.44 | 2.86 |
| Utilities | 2.11 | 0.45 |
| Financial Services | 24.55 | 25.95 |
| Technology | 8.73 | 10.91 |
| Industrials | 15.79 | 16.56 |
| Basic Materials | 7.77 | 5.6 |
| Consumer Cyclical | 12.71 | 17.74 |
| Healthcare | 15.53 | 7.79 |
| Consumer Defensive | 0 | 7.96 |
| Communication Services | 3.66 | 1.41 |
| Real Estate | 1.42 | 1.43 |
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