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Invesco India Multicap Fund vs HSBC Multi Cap Fund compare

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tortoise-icon Invesco India Multicap Fund - Growth Option

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tortoise-icon HSBC Multi Cap Fund - Regular - Growth

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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) ₹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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