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HSBC Multi Cap Fund vs Tata Multicap Fund compare
Tata Multicap Fund - Regular Plan - Growth
Tata Multicap Fund - Regular Plan - Growth
HSBC Multi Cap Fund - Regular - Growth
Chart Comparison
Overview
| Scheme Name | Tata Multicap Fund - Regular Plan - Growth | Tata Multicap Fund - Regular Plan - Growth | HSBC Multi Cap Fund - Regular - Growth |
|---|---|---|---|
| Fund | Tata Multicap Fund - Regular Plan - Growth | Tata Multicap Fund - Regular Plan - Growth | HSBC Multi Cap Fund - Regular - Growth |
| Investment Plan | Growth | Growth | Growth |
| Level of Risk | Very High | Very High | Very High |
| Asset Size (Cr) | ₹3227 Cr | ₹3227 Cr | ₹5341 Cr |
| Min Investment | ₹5000 | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹150 | ₹150 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 | ₹1000 |
| Launch Date | 02 Feb 2023 | 02 Feb 2023 | 30 Jan 2023 |
| Category | Multi Cap | Multi Cap | Multi Cap |
| Fund Type | Open Ended | Open Ended | Open Ended |
| Benchmark | Nifty 500 Multicap 50:25:25 TRI | Nifty 500 Multicap 50:25:25 TRI | Nifty 500 Multicap 50:25:25 TRI |
| Turn Over | 3.53% | 3.53% | 0.0% |
| Expense Ratio | 1.89 | 1.89 | 1.86 |
| Manager | Rahul Singh | Rahul Singh | Venugopal Manghat |
| ISIN Code | INF277KA1703 | INF277KA1703 | INF336L01QQ8 |
| Exits Load | Tata Multicap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Tata Multicap Fund - Regular Plan - 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 | Tata Multicap Fund - Regular Plan - Growth | Tata Multicap Fund - Regular Plan - Growth | HSBC Multi Cap Fund - Regular - Growth |
|---|---|---|---|
| 1 Month | -1.04% | -1.04% | -2.05% |
| 6 Month | 4.02% | 4.02% | 2.41% |
| 1 Year | -0.72% | -0.72% | -2.93% |
| 3 Year | - | - | - |
| 5 Year | - | - | - |
SIP Return Analysis
| Scheme Name | Tata Multicap Fund - Regular Plan - Growth | Tata Multicap Fund - Regular Plan - Growth | HSBC Multi Cap Fund - Regular - Growth |
|---|---|---|---|
| 6 Month | 2.89% | 2.89% | 0.92% |
| 1 Year | 17.08% | 17.08% | 13.09% |
| 3 Year | - | - | - |
| 5 Year | - | - | - |
Rolling Lumpsum Returns
| Scheme Name | Tata Multicap Fund - Regular Plan - Growth | Tata Multicap Fund - Regular Plan - Growth | HSBC Multi Cap Fund - Regular - Growth |
|---|---|---|---|
| 1 Year | 19.44% | 19.44% | 35.72% |
| 3 Year | - | - | - |
| 5 Year | - | - | - |
Risk Management
| Scheme Name | Tata Multicap Fund - Regular Plan - Growth | Tata Multicap Fund - Regular Plan - Growth | HSBC Multi Cap Fund - Regular - Growth |
|---|---|---|---|
| Standard Deviation | - | - | - |
| Sharp | - | - | - |
| Beta | - | - | - |
| Alpha | - | - | - |
Fund Managers
| Scheme Name | Tata Multicap Fund - Regular Plan - Growth | Tata Multicap Fund - Regular Plan - Growth | HSBC Multi Cap Fund - Regular - Growth |
|---|---|---|---|
| Name | Rahul Singh | Rahul Singh | Venugopal Manghat |
| Total AUM | ₹19760 Cr | ₹19760 Cr | ₹41442 Cr |
| Funds Managed | 9 | 9 | 7 |
| Tata Multicap Fund - Regular Plan - Growth | Tata Multicap Fund - Regular Plan - Growth | HSBC Multi Cap Fund - Regular - Growth |
Market Cap
| Scheme Name |
Tata Multicap Fund - Regular Plan - Growth |
Tata Multicap Fund - Regular Plan - Growth |
HSBC Multi Cap Fund - Regular - Growth |
|---|---|---|---|
| Others | 3.85 | 3.85 | 4.91 |
| Large Cap | 43.52 | 43.52 | 41.7 |
| Small Cap | 27.55 | 27.55 | 32.68 |
| Mid Cap | 25.09 | 25.09 | 20.71 |
Sector Allocation
| Scheme Name |
Tata Multicap Fund - Regular Plan - Growth |
Tata Multicap Fund - Regular Plan - Growth |
HSBC Multi Cap Fund - Regular - Growth |
|---|---|---|---|
| Others | 1.53 | 1.53 | 0.79 |
| Energy | 3.4 | 3.4 | 3.09 |
| Technology | 11.52 | 11.52 | 10.26 |
| Consumer Cyclical | 12.84 | 12.84 | 16.98 |
| Industrials | 15.12 | 15.12 | 16.33 |
| Financial Services | 28.37 | 28.37 | 28.19 |
| Healthcare | 8.3 | 8.3 | 7.85 |
| Basic Materials | 7.25 | 7.25 | 4.76 |
| Real Estate | 2.36 | 2.36 | 1.41 |
| Consumer Defensive | 2 | 2 | 8.14 |
| Communication Services | 4.07 | 4.07 | 1.49 |
| Utilities | 3.24 | 3.24 | 0.69 |
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