Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

Invesco India Multicap Fund vs HSBC Multi Cap Fund compare

Link copied to clipboard!

tortoise-icon Invesco India Multicap Fund - Growth Option

Invest Now

tortoise-icon HSBC Multi Cap Fund - Regular - Growth

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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 FRANKLIN INDIA MONEY MARKET FUND-GROWTH

3Y Returns7.5%

VS

Tata Money Market Fund-Regular Plan - Growth Option Tata Money Market Fund-Regular Plan - Growth Option

3Y Returns7.56%

Compare Now

Motilal Oswal Small Cap Fund - Regular (G) Motilal Oswal Small Cap Fund - Regular (G)

3Y Returns0%

VS

Quant Small Cap Fund Regular Growth Quant Small Cap Fund Regular Growth

3Y Returns22.97%

Compare Now

Aditya Birla Sun Life Liquid Fund-Institutional (Growth) Aditya Birla Sun Life Liquid Fund-Institutional (Growth)

3Y Returns7.01%

VS

Baroda BNP Paribas LIQUID FUND - Regular Plan - GROWTH OPTION Baroda BNP Paribas LIQUID FUND - Regular Plan - GROWTH OPTION

3Y Returns6.94%

Compare Now

WhiteOak Capital Liquid Fund- Regular plan-Growth Option WhiteOak Capital Liquid Fund- Regular plan-Growth Option

3Y Returns6.85%

VS

Canara Robeco Liquid Fund - Regular Plan - Growth Option Canara Robeco Liquid Fund - Regular Plan - Growth Option

3Y Returns7.02%

Compare Now
Add to Cart Successfully