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HSBC Multi Cap Fund vs Tata Multicap Fund compare

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tortoise-icon Tata Multicap Fund - Regular Plan - Growth

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tortoise-icon Tata Multicap Fund - Regular Plan - Growth

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tortoise-icon 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 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) ₹3069 Cr ₹3069 Cr ₹4757 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 3.57% 3.57% 3.13%
6 Month -1.42% -1.42% -2.43%
1 Year -1.8% -1.8% 2.33%
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 11.05% 11.05% 11.43%
1 Year 7.04% 7.04% 10.27%
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 27.25% 27.25% 50.5%
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 - - -

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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 8.65 8.65 3.41
Large Cap 36.4 36.4 40.83
Small Cap 28.67 28.67 26.46
Mid Cap 26.28 26.28 29.31

Sector Allocation

Scheme Name

Tata Multicap Fund - Regular Plan - Growth

Tata Multicap Fund - Regular Plan - Growth

HSBC Multi Cap Fund - Regular - Growth

Others 7.05 7.05 3.76
Energy 4.21 4.21 3.82
Technology 5.47 5.47 15.87
Consumer Cyclical 16.02 16.02 15.42
Consumer Defensive 1.07 1.07 5.47
Industrials 14.86 14.86 16.24
Financial Services 26.7 26.7 23.2
Healthcare 4.16 4.16 5.82
Basic Materials 7.15 7.15 5.68
Utilities 4.01 4.01 1.63
Communication Services 4.36 4.36 1.13
Real Estate 4.94 4.94 1.94

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