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)	₹5720 Cr	₹5033 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	5.39%	3.92%
6 Month	9.58%	10.38%
1 Year	5.54%	5.23%
3 Year	20.02%	-
5 Year	25.43%	-

SIP Return Analysis

Scheme Name	Mahindra Manulife Multi Cap Fund - Regular Plan - Growth	HSBC Multi Cap Fund - Regular - Growth
6 Month	2.3%	2.67%
1 Year	13.81%	13.33%
3 Year	17.69%	-
5 Year	18.72%	-

Rolling Lumpsum Returns

Scheme Name	Mahindra Manulife Multi Cap Fund - Regular Plan - Growth	HSBC Multi Cap Fund - Regular - Growth
1 Year	10.79%	35.72%
3 Year	22.23%	-
5 Year	22.01%	-

Risk Management

Scheme Name	Mahindra Manulife Multi Cap Fund - Regular Plan - Growth	HSBC Multi Cap Fund - Regular - Growth
Standard Deviation	14.66%	-
Sharp	0.81%	-
Beta	1.01%	-
Alpha	2.46%	-

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	10.2	4.57
Large Cap	36.81	42.19
Small Cap	24.52	31.57
Mid Cap	28.48	21.68

Sector Allocation

Scheme Name	Mahindra Manulife Multi Cap Fund - Regular Plan - Growth	HSBC Multi Cap Fund - Regular - Growth
Others	5.3	1.33
Energy	2.44	2.86
Utilities	2.11	0.45
Financial Services	24.55	25.95
Technology	8.73	10.91
Industrials	15.79	16.56
Basic Materials	7.77	5.6
Consumer Cyclical	12.71	17.74
Healthcare	15.53	7.79
Consumer Defensive	0	7.96
Communication Services	3.66	1.41
Real Estate	1.42	1.43

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