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) | ₹5762 Cr | ₹4985 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 | -1.23% | -1.35% |
6 Month | 12.16% | 8.81% |
1 Year | 0.12% | -1.65% |
3 Year | 21.89% | - |
5 Year | 26.45% | - |
SIP Return Analysis
Scheme Name | Mahindra Manulife Multi Cap Fund - Regular Plan - Growth | HSBC Multi Cap Fund - Regular - Growth |
---|---|---|
6 Month | 8.28% | 6.69% |
1 Year | 11.07% | 6.35% |
3 Year | 20.45% | - |
5 Year | 21.05% | - |
Rolling Lumpsum Returns
Scheme Name | Mahindra Manulife Multi Cap Fund - Regular Plan - Growth | HSBC Multi Cap Fund - Regular - Growth |
---|---|---|
1 Year | 13.05% | 50.5% |
3 Year | 22.32% | - |
5 Year | 20.89% | - |
Risk Management
Scheme Name | Mahindra Manulife Multi Cap Fund - Regular Plan - Growth | HSBC Multi Cap Fund - Regular - Growth |
---|---|---|
Standard Deviation | 14.96% | - |
Sharp | 1.19% | - |
Beta | 0.97% | - |
Alpha | 4.08% | - |
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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 | 7.79 | 6.29 |
Large Cap | 34.22 | 41.34 |
Small Cap | 29.59 | 27.02 |
Mid Cap | 28.41 | 25.36 |
Sector Allocation
Scheme Name |
Mahindra Manulife Multi Cap Fund - Regular Plan - Growth |
HSBC Multi Cap Fund - Regular - Growth |
---|---|---|
Others | 3.62 | 1.17 |
Energy | 3.22 | 3.17 |
Utilities | 2.33 | 1.47 |
Technology | 6.17 | 9.96 |
Financial Services | 32.8 | 29.61 |
Industrials | 12.72 | 16.67 |
Consumer Cyclical | 12.11 | 16.55 |
Healthcare | 11.21 | 7.5 |
Basic Materials | 9.03 | 5.17 |
Consumer Defensive | 1.43 | 5.45 |
Communication Services | 3.87 | 1.53 |
Real Estate | 1.5 | 1.74 |
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