Invesco India Multicap Fund vs HSBC Multi Cap Fund compare
Invesco India Multicap Fund - Growth Option
HSBC Multi Cap Fund - Regular - Growth
Chart Comparison
Overview
| Scheme Name | Invesco India Multicap Fund - Growth Option | HSBC Multi Cap Fund - Regular - Growth |
|---|---|---|
| Fund | Invesco India Multicap Fund - Growth Option | HSBC Multi Cap Fund - Regular - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹4259 Cr | ₹5341 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 17 Mar 2008 | 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 | 52% | 0.0% |
| Expense Ratio | 1.9 | 1.86 |
| Manager | Dhimant Kothari | Venugopal Manghat |
| ISIN Code | INF205K01DN2 | INF336L01QQ8 |
| Exits Load | Invesco India Multicap Fund - 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 | Invesco India Multicap Fund - Growth Option | HSBC Multi Cap Fund - Regular - Growth |
|---|---|---|
| 1 Month | -0.57% | 0.69% |
| 6 Month | -4.04% | 2.17% |
| 1 Year | -5.69% | 2.2% |
| 3 Year | 17.36% | - |
| 5 Year | 16.61% | - |
SIP Return Analysis
| Scheme Name | Invesco India Multicap Fund - Growth Option | HSBC Multi Cap Fund - Regular - Growth |
|---|---|---|
| 6 Month | -1.12% | 1.62% |
| 1 Year | 2.66% | 13.74% |
| 3 Year | 11.32% | - |
| 5 Year | 13.73% | - |
Rolling Lumpsum Returns
| Scheme Name | Invesco India Multicap Fund - Growth Option | HSBC Multi Cap Fund - Regular - Growth |
|---|---|---|
| 1 Year | 14.04% | 17.87% |
| 3 Year | 18.07% | - |
| 5 Year | 19% | - |
Risk Management
| Scheme Name | Invesco India Multicap Fund - Growth Option | HSBC Multi Cap Fund - Regular - Growth |
|---|---|---|
| Standard Deviation | 12.65% | - |
| Sharp | 0.8% | - |
| Beta | 0.96% | - |
| Alpha | -0.24% | - |
Fund Managers
| Scheme Name | Invesco India Multicap Fund - Growth Option | HSBC Multi Cap Fund - Regular - Growth |
|---|---|---|
| Name | Dhimant Kothari | Venugopal Manghat |
| Total AUM | ₹8118 Cr | ₹41442 Cr |
| Funds Managed | 7 | 7 |
| Invesco India Multicap Fund - Growth Option | HSBC Multi Cap Fund - Regular - Growth |
Market Cap
| Scheme Name |
Invesco India Multicap Fund - Growth Option |
HSBC Multi Cap Fund - Regular - Growth |
|---|---|---|
| Others | 12.63 | 0.7 |
| Large Cap | 30.86 | 44.47 |
| Mid Cap | 30.73 | 28.59 |
| Small Cap | 25.77 | 26.24 |
Sector Allocation
| Scheme Name |
Invesco India Multicap Fund - Growth Option |
HSBC Multi Cap Fund - Regular - Growth |
|---|---|---|
| Others | 0.76 | 0.7 |
| Communication Services | 2.07 | - |
| Consumer Cyclical | 24.78 | - |
| Industrials | 12.87 | - |
| Healthcare | 12.96 | - |
| Financial Services | 28.24 | - |
| Real Estate | 4.68 | - |
| Technology | 10.16 | - |
| Basic Materials | 3.48 | - |
| Petroleum Products | - | 3.09 |
| Electrical Equipment | - | 5.9 |
| IT - Software | - | 5.66 |
| Food Products | - | 1.67 |
| Retailing | - | 2.91 |
| Construction | - | 4.28 |
| Healthcare Services | - | 2.31 |
| Diversified FMCG | - | 1.48 |
| Finance | - | 5.5 |
| Banks | - | 15.87 |
| Automobiles | - | 7.07 |
| Aerospace & Defense | - | 1.62 |
| Chemicals & Petrochemicals | - | 0.75 |
| Consumer Durables | - | 2.87 |
| Fertilizers & Agrochemicals | - | 1.09 |
| Realty | - | 1.41 |
| Capital Markets | - | 6.84 |
| Personal Products | - | 0.23 |
| Transport Services | - | 0.97 |
| Agricultural Food & other Products | - | 1.62 |
| Beverages | - | 1.99 |
| Agricultural, Commercial & Construction Vehicles | - | 0.56 |
| Cigarettes & Tobacco Products | - | 1.29 |
| Industrial Products | - | 3.17 |
| Commercial Services & Supplies | - | 3 |
| Pharmaceuticals & Biotechnology | - | 5.55 |
| Cement & Cement Products | - | 1.78 |
| Telecom - Services | - | 1.49 |
| Power | - | 0.69 |
| Ferrous Metals | - | 0.52 |
| Leisure Services | - | 2.96 |
| Industrial Manufacturing | - | 1.68 |
| Textiles & Apparels | - | 1.29 |
| Paper, Forest & Jute Products | - | 0.19 |
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