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) | ₹4084 Cr | ₹5033 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 | -0.31% | 1.46% |
| 6 Month | 5.57% | 11.52% |
| 1 Year | -3.59% | 1.75% |
| 3 Year | 17.53% | - |
| 5 Year | 21.03% | - |
SIP Return Analysis
| Scheme Name | Invesco India Multicap Fund - Growth Option | HSBC Multi Cap Fund - Regular - Growth |
|---|---|---|
| 6 Month | 1.04% | 4.21% |
| 1 Year | 6.31% | 15.97% |
| 3 Year | 15.22% | - |
| 5 Year | 16.09% | - |
Rolling Lumpsum Returns
| Scheme Name | Invesco India Multicap Fund - Growth Option | HSBC Multi Cap Fund - Regular - Growth |
|---|---|---|
| 1 Year | 14.47% | 35.72% |
| 3 Year | 18.1% | - |
| 5 Year | 18.96% | - |
Risk Management
| Scheme Name | Invesco India Multicap Fund - Growth Option | HSBC Multi Cap Fund - Regular - Growth |
|---|---|---|
| Standard Deviation | 12.65% | - |
| Sharp | 0.83% | - |
| 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 |
|---|---|---|
| Large Cap | 37.3 | 42.19 |
| Small Cap | 27.79 | 31.57 |
| Mid Cap | 34.91 | 21.68 |
| Others | - | 4.57 |
Sector Allocation
| Scheme Name |
Invesco India Multicap Fund - Growth Option |
HSBC Multi Cap Fund - Regular - Growth |
|---|---|---|
| Others | 0.91 | 1.33 |
| Telecom - Services | 2.18 | - |
| Food Products | 1.46 | - |
| Retailing | 11.44 | - |
| Construction | 2.09 | - |
| Healthcare Services | 8.4 | - |
| Insurance | 1.97 | - |
| Banks | 7.92 | - |
| Electrical Equipment | 1.58 | - |
| Consumer Durables | 7.39 | - |
| Paper, Forest & Jute Products | 0.81 | - |
| IT - Software | 5.97 | - |
| Leisure Services | 2.78 | - |
| Automobiles | 4.79 | - |
| Commercial Services & Supplies | 1.35 | - |
| Capital Markets | 5.73 | - |
| Finance | 9.12 | - |
| Transport Services | 3.84 | - |
| Realty | 2.98 | - |
| Aerospace & Defense | 1.99 | - |
| Industrial Products | 2.43 | - |
| Pharmaceuticals & Biotechnology | 2.98 | - |
| Cement & Cement Products | 4.19 | - |
| Auto Components | 1.48 | - |
| Financial Technology (Fintech) | 1.6 | - |
| Industrial Manufacturing | 1.34 | - |
| Beverages | 1.28 | - |
| Energy | - | 2.86 |
| Industrials | - | 16.56 |
| Technology | - | 10.91 |
| Consumer Defensive | - | 7.96 |
| Consumer Cyclical | - | 17.74 |
| Healthcare | - | 7.79 |
| Financial Services | - | 25.95 |
| Basic Materials | - | 5.6 |
| Real Estate | - | 1.43 |
| Communication Services | - | 1.41 |
| Utilities | - | 0.45 |
Top Comparisons
FRANKLIN INDIA MONEY MARKET FUND-GROWTH
3Y Returns7.5%
Tata Money Market Fund-Regular Plan - Growth Option
3Y Returns7.56%
Motilal Oswal Small Cap Fund - Regular (G)
3Y Returns0%
Quant Small Cap Fund Regular Growth
3Y Returns22.97%
Aditya Birla Sun Life Liquid Fund-Institutional (Growth)
3Y Returns7.01%
Baroda BNP Paribas LIQUID FUND - Regular Plan - GROWTH OPTION
3Y Returns6.94%
WhiteOak Capital Liquid Fund- Regular plan-Growth Option
3Y Returns6.85%
Canara Robeco Liquid Fund - Regular Plan - Growth Option
3Y Returns7.02%