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) | ₹4130 Cr | ₹5315 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 | -2% | -0.58% |
| 6 Month | -6.46% | -0.88% |
| 1 Year | -3.3% | 4.5% |
| 3 Year | 16.14% | - |
| 5 Year | 15.84% | - |
SIP Return Analysis
| Scheme Name | Invesco India Multicap Fund - Growth Option | HSBC Multi Cap Fund - Regular - Growth |
|---|---|---|
| 6 Month | -4.72% | -1.28% |
| 1 Year | -3.75% | 7.36% |
| 3 Year | 8.82% | - |
| 5 Year | 12.35% | - |
Rolling Lumpsum Returns
| Scheme Name | Invesco India Multicap Fund - Growth Option | HSBC Multi Cap Fund - Regular - Growth |
|---|---|---|
| 1 Year | 13.96% | 15.85% |
| 3 Year | 18.07% | - |
| 5 Year | 18.99% | - |
Risk Management
| Scheme Name | Invesco India Multicap Fund - Growth Option | HSBC Multi Cap Fund - Regular - Growth |
|---|---|---|
| Standard Deviation | 12.65% | - |
| Sharp | 0.76% | - |
| Beta | 0.97% | - |
| Alpha | -1.46% | - |
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 | 16.4 | 8.31 |
| Large Cap | 30.34 | 41.83 |
| Mid Cap | 29.91 | 20.44 |
| Small Cap | 23.34 | 29.42 |
Sector Allocation
| Scheme Name |
Invesco India Multicap Fund - Growth Option |
HSBC Multi Cap Fund - Regular - Growth |
|---|---|---|
| Others | 0.52 | 0.62 |
| Communication Services | 2.39 | 1.35 |
| Consumer Cyclical | 23.58 | 16.82 |
| Industrials | 12.7 | 17.15 |
| Healthcare | 13.25 | 7.8 |
| Financial Services | 30.61 | 28.75 |
| Real Estate | 4.77 | 1.43 |
| Technology | 8.64 | 9.67 |
| Basic Materials | 3.53 | 4.47 |
| Energy | - | 3.12 |
| Consumer Defensive | - | 8.12 |
| Utilities | - | 0.7 |
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