Mahindra Manulife Multi Cap Fund vs HSBC Multi Cap Fund compare

Mahindra Manulife Multi Cap Fund vs HSBC Multi Cap Fund compare

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Mahindra Manulife Multi Cap Fund - Regular Plan - Growth

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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	Mahindra Manulife Multi Cap Fund - Regular Plan - Growth	HSBC Multi Cap Fund - Regular - Growth
Fund	Mahindra Manulife Multi Cap Fund - Regular Plan - Growth	HSBC Multi Cap Fund - Regular - Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹6133 Cr	₹5315 Cr
Min Investment	₹1000	₹5000
Min SIP Invesment	₹500	₹500
Min Addl Investment	₹1000	₹1000
Launch Date	11 May 2017	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	110%	0.0%
Expense Ratio	1.82	1.86
Manager	Manish Lodha	Venugopal Manghat
ISIN Code	INF174V01317	INF336L01QQ8
Exits Load	Mahindra Manulife 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	Mahindra Manulife Multi Cap Fund - Regular Plan - Growth	HSBC Multi Cap Fund - Regular - Growth
1 Month	-4.01%	-5.92%
6 Month	-4.45%	-4.65%
1 Year	5.73%	2.8%
3 Year	18.44%	-
5 Year	19.85%	-

SIP Return Analysis

Scheme Name	Mahindra Manulife Multi Cap Fund - Regular Plan - Growth	HSBC Multi Cap Fund - Regular - Growth
6 Month	-3.06%	-5.07%
1 Year	0.79%	-2.42%
3 Year	11.22%	-
5 Year	14.79%	-

Rolling Lumpsum Returns

Scheme Name	Mahindra Manulife Multi Cap Fund - Regular Plan - Growth	HSBC Multi Cap Fund - Regular - Growth
1 Year	9.14%	15.85%
3 Year	21.71%	-
5 Year	22.29%	-

Risk Management

Scheme Name	Mahindra Manulife Multi Cap Fund - Regular Plan - Growth	HSBC Multi Cap Fund - Regular - Growth
Standard Deviation	13.97%	-
Sharp	0.91%	-
Beta	0.99%	-
Alpha	0.69%	-

Fund Managers

Scheme Name	Mahindra Manulife Multi Cap Fund - Regular Plan - Growth	HSBC Multi Cap Fund - Regular - Growth
Name	Manish Lodha	Venugopal Manghat
Total AUM	₹10881 Cr	₹41442 Cr
Funds Managed	9	7
	Mahindra Manulife Multi Cap Fund - Regular Plan - Growth	HSBC Multi Cap Fund - Regular - Growth

Market Cap

Scheme Name	Mahindra Manulife Multi Cap Fund - Regular Plan - Growth	HSBC Multi Cap Fund - Regular - Growth
Others	12.73	8.31
Large Cap	37.88	41.83
Small Cap	26.85	29.42
Mid Cap	22.53	20.44

Sector Allocation

Scheme Name	Mahindra Manulife Multi Cap Fund - Regular Plan - Growth	HSBC Multi Cap Fund - Regular - Growth
Others	1.64	0.62
Energy	2.11	3.12
Utilities	1.05	0.7
Industrials	17.41	17.15
Financial Services	30.94	28.75
Technology	7.15	9.67
Basic Materials	8.23	4.47
Consumer Cyclical	12.25	16.82
Healthcare	14.11	7.8
Communication Services	4.08	1.35
Real Estate	1.03	1.43
Consumer Defensive	-	8.12

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