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% | -0.03% |
6 Month | 8.79% | 12% |
1 Year | -3.51% | 0.29% |
3 Year | 19.21% | - |
5 Year | 22.33% | - |
SIP Return Analysis
Scheme Name | Invesco India Multicap Fund - Growth Option | HSBC Multi Cap Fund - Regular - Growth |
---|---|---|
6 Month | 1.28% | 2.89% |
1 Year | 8.39% | 13.33% |
3 Year | 16.56% | - |
5 Year | 17.04% | - |
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 |
---|---|---|
Others | 12.56 | 4.57 |
Small Cap | 27.43 | 31.57 |
Large Cap | 32.97 | 42.19 |
Mid Cap | 27.03 | 21.68 |
Sector Allocation
Scheme Name |
Invesco India Multicap Fund - Growth Option |
HSBC Multi Cap Fund - Regular - Growth |
---|---|---|
Others | 0.96 | 1.33 |
Communication Services | 2.18 | 1.41 |
Consumer Defensive | 2.74 | 7.96 |
Consumer Cyclical | 24.81 | 17.74 |
Healthcare | 11.37 | 7.79 |
Industrials | 14 | 16.56 |
Financial Services | 26.34 | 25.95 |
Basic Materials | 5 | 5.6 |
Technology | 9.63 | 10.91 |
Real Estate | 2.97 | 1.43 |
Energy | - | 2.86 |
Utilities | - | 0.45 |
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