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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) ₹4228 Cr ₹5268 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 -1.71% -1.21%
6 Month -1.88% 3.94%
1 Year -7.07% -1.53%
3 Year 16.14% -
5 Year 18.55% -

SIP Return Analysis

Scheme Name Invesco India Multicap Fund - Growth Option HSBC Multi Cap Fund - Regular - Growth
6 Month -0.98% 1.55%
1 Year 3.64% 13.22%
3 Year 12.72% -
5 Year 14.56% -

Rolling Lumpsum Returns

Scheme Name Invesco India Multicap Fund - Growth Option HSBC Multi Cap Fund - Regular - Growth
1 Year 14.16% 35.72%
3 Year 18.13% -
5 Year 19.09% -

Risk Management

Scheme Name Invesco India Multicap Fund - Growth Option HSBC Multi Cap Fund - Regular - Growth
Standard Deviation 14.28% -
Sharp 0.74% -
Beta 0.96% -
Alpha -0.17% -

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 1.36 4.9
Large Cap 33.89 41.31
Mid Cap 36.6 21.46
Small Cap 28.15 32.32

Sector Allocation

Scheme Name

Invesco India Multicap Fund - Growth Option

HSBC Multi Cap Fund - Regular - Growth

Others 1.36 1.23
Telecom - Services 2.05 -
Retailing 12.12 -
Construction 1.35 -
Healthcare Services 9.57 -
Insurance 2.05 -
Banks 8.25 -
Consumer Durables 8.37 -
Paper, Forest & Jute Products 0.87 -
Electrical Equipment 0.93 -
IT - Software 6.41 -
Leisure Services 2.71 -
Automobiles 3.51 -
Commercial Services & Supplies 1.19 -
Capital Markets 6.29 -
Finance 9.69 -
Transport Services 4.1 -
Realty 3.07 -
Aerospace & Defense 2.03 -
Industrial Products 2.21 -
Pharmaceuticals & Biotechnology 3.4 -
Cement & Cement Products 3.82 -
Auto Components 1.36 -
Financial Technology (Fintech) 2.01 -
Industrial Manufacturing 1.28 -
Energy - 2.98
Industrials - 17.38
Technology - 10.23
Consumer Defensive - 7.56
Consumer Cyclical - 16.66
Healthcare - 7.84
Financial Services - 27.29
Basic Materials - 5.09
Real Estate - 1.54
Communication Services - 1.48
Utilities - 0.73

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