Mahindra Manulife Multi Cap Fund vs HSBC Multi Cap Fund compare
Mahindra Manulife Multi Cap Fund - Regular Plan - Growth
HSBC Multi Cap Fund - Regular - Growth
Chart Comparison
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 | ₹5341 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 | 0.11% | -1.78% |
| 6 Month | -0.53% | -0.08% |
| 1 Year | 6.39% | 3.33% |
| 3 Year | 19.88% | - |
| 5 Year | 20.03% | - |
SIP Return Analysis
| Scheme Name | Mahindra Manulife Multi Cap Fund - Regular Plan - Growth | HSBC Multi Cap Fund - Regular - Growth |
|---|---|---|
| 6 Month | 1.48% | -0.33% |
| 1 Year | 11.4% | 8.3% |
| 3 Year | 14.25% | - |
| 5 Year | 16.17% | - |
Rolling Lumpsum Returns
| Scheme Name | Mahindra Manulife Multi Cap Fund - Regular Plan - Growth | HSBC Multi Cap Fund - Regular - Growth |
|---|---|---|
| 1 Year | 9.39% | 17.87% |
| 3 Year | 21.79% | - |
| 5 Year | 22.33% | - |
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 | 10.27 | 0.7 |
| Large Cap | 35.58 | 44.47 |
| Small Cap | 27.51 | 26.24 |
| Mid Cap | 26.64 | 28.59 |
Sector Allocation
| Scheme Name |
Mahindra Manulife Multi Cap Fund - Regular Plan - Growth |
HSBC Multi Cap Fund - Regular - Growth |
|---|---|---|
| Others | 3.33 | 0.7 |
| Energy | 2.11 | - |
| Utilities | 1.11 | - |
| Industrials | 15.18 | - |
| Financial Services | 30.92 | - |
| Technology | 7.53 | - |
| Basic Materials | 6.36 | - |
| Consumer Cyclical | 11.78 | - |
| Healthcare | 15.65 | - |
| Communication Services | 3.95 | - |
| Real Estate | 2.07 | - |
| Petroleum Products | - | 3.09 |
| Electrical Equipment | - | 5.9 |
| IT - Software | - | 5.66 |
| Food Products | - | 1.67 |
| Retailing | - | 2.91 |
| Construction | - | 4.28 |
| Healthcare Services | - | 2.31 |
| Diversified FMCG | - | 1.48 |
| Finance | - | 5.5 |
| Banks | - | 15.87 |
| Automobiles | - | 7.07 |
| Aerospace & Defense | - | 1.62 |
| Chemicals & Petrochemicals | - | 0.75 |
| Consumer Durables | - | 2.87 |
| Fertilizers & Agrochemicals | - | 1.09 |
| Realty | - | 1.41 |
| Capital Markets | - | 6.84 |
| Personal Products | - | 0.23 |
| Transport Services | - | 0.97 |
| Agricultural Food & other Products | - | 1.62 |
| Beverages | - | 1.99 |
| Agricultural, Commercial & Construction Vehicles | - | 0.56 |
| Cigarettes & Tobacco Products | - | 1.29 |
| Industrial Products | - | 3.17 |
| Commercial Services & Supplies | - | 3 |
| Pharmaceuticals & Biotechnology | - | 5.55 |
| Cement & Cement Products | - | 1.78 |
| Telecom - Services | - | 1.49 |
| Power | - | 0.69 |
| Ferrous Metals | - | 0.52 |
| Leisure Services | - | 2.96 |
| Industrial Manufacturing | - | 1.68 |
| Textiles & Apparels | - | 1.29 |
| Paper, Forest & Jute Products | - | 0.19 |
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