ITI Multi Cap Fund Regular vs HSBC Multi Cap Fund compare
ITI Multi Cap Fund Regular - Growth
HSBC Multi Cap Fund - Regular - Growth
Chart Comparison
Overview
Scheme Name | ITI Multi Cap Fund Regular - Growth | HSBC Multi Cap Fund - Regular - Growth |
---|---|---|
Fund | ITI Multi Cap Fund Regular - Growth | HSBC Multi Cap Fund - Regular - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹1201 Cr | ₹4757 Cr |
Min Investment | ₹1000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 15 May 2019 | 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 | % | 0.0% |
Expense Ratio | 2.01 | 1.86 |
Manager | Rohan Korde | Venugopal Manghat |
ISIN Code | INF00XX01135 | INF336L01QQ8 |
Exits Load | ITI Multi Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 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 | ITI Multi Cap Fund Regular - Growth | HSBC Multi Cap Fund - Regular - Growth |
---|---|---|
1 Month | 3.08% | 3.13% |
6 Month | -0.1% | -2.43% |
1 Year | -0.48% | 2.33% |
3 Year | 25.33% | - |
5 Year | 21.12% | - |
SIP Return Analysis
Scheme Name | ITI Multi Cap Fund Regular - Growth | HSBC Multi Cap Fund - Regular - Growth |
---|---|---|
6 Month | 13.25% | 11.43% |
1 Year | 11.5% | 10.27% |
3 Year | 21.13% | - |
5 Year | 18.95% | - |
Rolling Lumpsum Returns
Scheme Name | ITI Multi Cap Fund Regular - Growth | HSBC Multi Cap Fund - Regular - Growth |
---|---|---|
1 Year | 16.75% | 50.5% |
3 Year | 17.85% | - |
5 Year | 17.93% | - |
Risk Management
Scheme Name | ITI Multi Cap Fund Regular - Growth | HSBC Multi Cap Fund - Regular - Growth |
---|---|---|
Standard Deviation | 15.61% | - |
Sharp | 0.96% | - |
Beta | 1.02% | - |
Alpha | 3.46% | - |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
Scheme Name | ITI Multi Cap Fund Regular - Growth | HSBC Multi Cap Fund - Regular - Growth |
---|---|---|
Name | Rohan Korde | Venugopal Manghat |
Total AUM | ₹4626 Cr | ₹41442 Cr |
Funds Managed | 10 | 7 |
ITI Multi Cap Fund Regular - Growth | HSBC Multi Cap Fund - Regular - Growth |
Market Cap
Scheme Name |
ITI Multi Cap Fund Regular - Growth |
HSBC Multi Cap Fund - Regular - Growth |
---|---|---|
Others | 4.77 | 3.87 |
Large Cap | 40.06 | 43.12 |
Small Cap | 26.83 | 27.31 |
Mid Cap | 28.33 | 25.71 |
Sector Allocation
Scheme Name |
ITI Multi Cap Fund Regular - Growth |
HSBC Multi Cap Fund - Regular - Growth |
---|---|---|
Others | 2.77 | 1.87 |
Energy | 4.86 | 2.75 |
Technology | 10.43 | 10.06 |
Industrials | 20.88 | 17.15 |
Financial Services | 22.24 | 29.56 |
Basic Materials | 11.08 | 5.15 |
Healthcare | 7.03 | 7.06 |
Consumer Cyclical | 11.61 | 15.26 |
Consumer Defensive | 3.39 | 6.49 |
Communication Services | 2.24 | 1.48 |
Real Estate | 2.16 | 1.68 |
Utilities | 1.31 | 1.5 |
Top Comparisons
Aditya Birla Sun Life Global Excellence Equity Fund Of Fund- Retail Plan - Regular Plan - Growth Option
3Y Returns20.91%
Kotak NASDAQ 100 Fund of Fund - Regular Plan - Growth
3Y Returns28.04%
SBI Focused Fund - Regular Plan -Growth
3Y Returns19.77%
Tata Focused Fund-Regular Plan-Growth
3Y Returns19.93%
Tata Quant Fund-Regular Plan-Growth
3Y Returns-100%
Sundaram Services Fund Regular Plan - Growth
3Y Returns24.1%
HDFC Balanced Advantage Fund - Growth Plan
3Y Returns23.17%
Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
3Y Returns12.21%