SBI Multicap Fund vs HSBC Multi Cap Fund compare
SBI Multicap Fund- Regular Plan- Growth Option
HSBC Multi Cap Fund - Regular - Growth
Chart Comparison
Overview
| Scheme Name | SBI Multicap Fund- Regular Plan- Growth Option | HSBC Multi Cap Fund - Regular - Growth |
|---|---|---|
| Fund | SBI Multicap Fund- Regular Plan- Growth Option | HSBC Multi Cap Fund - Regular - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹23724 Cr | ₹5315 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 08 Mar 2022 | 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 | 18% | 0.0% |
| Expense Ratio | 1.69 | 1.86 |
| Manager | Rama Iyer Srinivasan | Venugopal Manghat |
| ISIN Code | INF200KA15E8 | INF336L01QQ8 |
| Exits Load | SBI Multicap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 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 | SBI Multicap Fund- Regular Plan- Growth Option | HSBC Multi Cap Fund - Regular - Growth |
|---|---|---|
| 1 Month | -3.5% | -4.62% |
| 6 Month | -6.31% | -3.04% |
| 1 Year | 3.23% | 5.69% |
| 3 Year | 15.85% | - |
| 5 Year | - | - |
SIP Return Analysis
| Scheme Name | SBI Multicap Fund- Regular Plan- Growth Option | HSBC Multi Cap Fund - Regular - Growth |
|---|---|---|
| 6 Month | -2.99% | -1.28% |
| 1 Year | 0.4% | 7.36% |
| 3 Year | 11.61% | - |
| 5 Year | - | - |
Rolling Lumpsum Returns
| Scheme Name | SBI Multicap Fund- Regular Plan- Growth Option | HSBC Multi Cap Fund - Regular - Growth |
|---|---|---|
| 1 Year | 15.11% | 15.85% |
| 3 Year | 16.85% | - |
| 5 Year | - | - |
Risk Management
| Scheme Name | SBI Multicap Fund- Regular Plan- Growth Option | HSBC Multi Cap Fund - Regular - Growth |
|---|---|---|
| Standard Deviation | 15.58% | - |
| Sharp | 0.88% | - |
| Beta | 0.8% | - |
| Alpha | 0.22% | - |
Fund Managers
| Scheme Name | SBI Multicap Fund- Regular Plan- Growth Option | HSBC Multi Cap Fund - Regular - Growth |
|---|---|---|
| Name | Rama Iyer Srinivasan | Venugopal Manghat |
| Total AUM | ₹158765 Cr | ₹41442 Cr |
| Funds Managed | 8 | 7 |
| SBI Multicap Fund- Regular Plan- Growth Option | HSBC Multi Cap Fund - Regular - Growth |
Market Cap
| Scheme Name |
SBI Multicap Fund- Regular Plan- Growth Option |
HSBC Multi Cap Fund - Regular - Growth |
|---|---|---|
| Others | 11.03 | 8.31 |
| Large Cap | 36.3 | 41.83 |
| Small Cap | 27.44 | 29.42 |
| Mid Cap | 25.23 | 20.44 |
Sector Allocation
| Scheme Name |
SBI Multicap Fund- Regular Plan- Growth Option |
HSBC Multi Cap Fund - Regular - Growth |
|---|---|---|
| Others | 4.64 | 0.62 |
| Technology | 2.43 | 9.67 |
| Consumer Cyclical | 18.93 | 16.82 |
| Basic Materials | 21.32 | 4.47 |
| Financial Services | 22.63 | 28.75 |
| Industrials | 7.76 | 17.15 |
| Communication Services | 5.95 | 1.35 |
| Real Estate | 0.5 | 1.43 |
| Energy | 0.9 | 3.12 |
| Healthcare | 6.61 | 7.8 |
| Consumer Defensive | 2.83 | 8.12 |
| Utilities | 5.5 | 0.7 |
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