Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

ITI Multi Cap Fund Regular vs HSBC Multi Cap Fund compare

Link copied to clipboard!

tortoise-icon ITI Multi Cap Fund Regular - Growth

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 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) ₹1261 Cr ₹4943 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 2.5% 3.01%
6 Month 19.78% 19.63%
1 Year -5.76% -2.38%
3 Year 18.61% -
5 Year 19.4% -

SIP Return Analysis

Scheme Name ITI Multi Cap Fund Regular - Growth HSBC Multi Cap Fund - Regular - Growth
6 Month 4.49% 4.97%
1 Year 11.21% 12.08%
3 Year 16.99% -
5 Year 16.43% -

Rolling Lumpsum Returns

Scheme Name ITI Multi Cap Fund Regular - Growth HSBC Multi Cap Fund - Regular - Growth
1 Year 14.48% 45.77%
3 Year 18.05% -
5 Year 18.7% -

Risk Management

Scheme Name ITI Multi Cap Fund Regular - Growth HSBC Multi Cap Fund - Regular - Growth
Standard Deviation 15.02% -
Sharp 0.77% -
Beta 1.07% -
Alpha 3.13% -

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 5.81 4.61
Large Cap 39.79 39.53
Small Cap 26.3 33.8
Mid Cap 28.09 22.06

Sector Allocation

Scheme Name

ITI Multi Cap Fund Regular - Growth

HSBC Multi Cap Fund - Regular - Growth

Others 2.8 0.35
Energy 5.01 2.96
Technology 10.23 9.55
Consumer Cyclical 12.4 16.12
Industrials 19.58 17.05
Consumer Defensive 3.9 7.63
Financial Services 23.58 28.2
Basic Materials 8.54 6.53
Healthcare 8.4 8.19
Communication Services 2.26 1.46
Real Estate 2.03 1.5
Utilities 1.28 0.45

Top Comparisons

Nippon India Aggressive Hybrid Fund - Regular - Growth Nippon India Aggressive Hybrid Fund - Regular - Growth

3Y Returns15.17%

VS

DSP Aggressive Hybrid Fund- Regular Plan - Growth DSP Aggressive Hybrid Fund- Regular Plan - Growth

3Y Returns15.01%

Compare Now

Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth

3Y Returns22.93%

VS

LIC Nifty Next 50 Index Fund Growth LIC Nifty Next 50 Index Fund Growth

3Y Returns14.44%

Compare Now

HDFC Dividend Yield Fund - Growth Plan HDFC Dividend Yield Fund - Growth Plan

3Y Returns17.98%

VS

SBI Dividend Yield Fund - Regular Plan - Growth SBI Dividend Yield Fund - Regular Plan - Growth

3Y Returns0%

Compare Now

SBI Equity Savings Fund - Regular Plan - Growth SBI Equity Savings Fund - Regular Plan - Growth

3Y Returns10.52%

VS

UTI Conservative Hybrid Fund - Regular Plan - Growth Option UTI Conservative Hybrid Fund - Regular Plan - Growth Option

3Y Returns10.27%

Compare Now
Add to Cart Successfully