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) | ₹4003 Cr | ₹4757 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 | 3.57% | 3.89% |
6 Month | -1.42% | -0.11% |
1 Year | 8.35% | 3.76% |
3 Year | 25.08% | - |
5 Year | 25.34% | - |
SIP Return Analysis
Scheme Name | Invesco India Multicap Fund - Growth Option | HSBC Multi Cap Fund - Regular - Growth |
---|---|---|
6 Month | 11.16% | 11.43% |
1 Year | 10.97% | 10.27% |
3 Year | 22.02% | - |
5 Year | 20.64% | - |
Rolling Lumpsum Returns
Scheme Name | Invesco India Multicap Fund - Growth Option | HSBC Multi Cap Fund - Regular - Growth |
---|---|---|
1 Year | 14.92% | 50.5% |
3 Year | 17.84% | - |
5 Year | 18.59% | - |
Risk Management
Scheme Name | Invesco India Multicap Fund - Growth Option | HSBC Multi Cap Fund - Regular - Growth |
---|---|---|
Standard Deviation | 12.65% | - |
Sharp | 1% | - |
Beta | 0.94% | - |
Alpha | 1.05% | - |
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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 | 2.39 | 3.41 |
Large Cap | 44.59 | 40.83 |
Small Cap | 25.03 | 26.46 |
Mid Cap | 27.99 | 29.31 |
Sector Allocation
Scheme Name |
Invesco India Multicap Fund - Growth Option |
HSBC Multi Cap Fund - Regular - Growth |
---|---|---|
Others | 2.39 | 3.76 |
Telecom - Services | 2.79 | - |
IT - Software | 7.66 | - |
Food Products | 1.95 | - |
Retailing | 7.21 | - |
Healthcare Services | 2.7 | - |
Non - Ferrous Metals | 0.77 | - |
Pharmaceuticals & Biotechnology | 5.54 | - |
Banks | 11.95 | - |
Electrical Equipment | 3.76 | - |
Cement & Cement Products | 3.59 | - |
Paper, Forest & Jute Products | 0.99 | - |
Ferrous Metals | 1.52 | - |
Power | 2.3 | - |
Automobiles | 1.62 | - |
Commercial Services & Supplies | 1.64 | - |
Finance | 4.48 | - |
Agricultural Food & other Products | 2.16 | - |
Industrial Products | 3.57 | - |
Beverages | 4.78 | - |
Healthcare Equipment & Supplies | 1.68 | - |
Realty | 1.97 | - |
Chemicals & Petrochemicals | 3.92 | - |
Aerospace & Defense | 2.05 | - |
Consumer Durables | 6.04 | - |
Auto Components | 3.09 | - |
Financial Technology (Fintech) | 1.65 | - |
Insurance | 0.97 | - |
Transport Services | 1.64 | - |
Industrial Manufacturing | 1.64 | - |
Capital Markets | 1.98 | - |
Energy | - | 3.82 |
Industrials | - | 16.24 |
Technology | - | 15.87 |
Consumer Cyclical | - | 15.42 |
Consumer Defensive | - | 5.47 |
Financial Services | - | 23.2 |
Basic Materials | - | 5.68 |
Healthcare | - | 5.82 |
Real Estate | - | 1.94 |
Communication Services | - | 1.13 |
Utilities | - | 1.63 |
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