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) | ₹22988 Cr | ₹5033 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 | 1.71% | 3.39% |
| 6 Month | 6.92% | 12.31% |
| 1 Year | 6.42% | 4.9% |
| 3 Year | 16.67% | - |
| 5 Year | - | - |
SIP Return Analysis
| Scheme Name | SBI Multicap Fund- Regular Plan- Growth Option | HSBC Multi Cap Fund - Regular - Growth |
|---|---|---|
| 6 Month | 2.36% | 4.21% |
| 1 Year | 11.52% | 15.97% |
| 3 Year | 17.11% | - |
| 5 Year | - | - |
Rolling Lumpsum Returns
| Scheme Name | SBI Multicap Fund- Regular Plan- Growth Option | HSBC Multi Cap Fund - Regular - Growth |
|---|---|---|
| 1 Year | 18.04% | 35.72% |
| 3 Year | 17.45% | - |
| 5 Year | - | - |
Risk Management
| Scheme Name | SBI Multicap Fund- Regular Plan- Growth Option | HSBC Multi Cap Fund - Regular - Growth |
|---|---|---|
| Standard Deviation | 11.91% | - |
| Sharp | 0.80% | - |
| Beta | 0.78% | - |
| Alpha | 0.19% | - |
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 | 14.41 | 4.57 |
| Small Cap | 26.51 | 31.57 |
| Mid Cap | 25.84 | 21.68 |
| Large Cap | 33.24 | 42.19 |
Sector Allocation
| Scheme Name |
SBI Multicap Fund- Regular Plan- Growth Option |
HSBC Multi Cap Fund - Regular - Growth |
|---|---|---|
| Others | 8.04 | 1.33 |
| Consumer Cyclical | 19 | 17.74 |
| Basic Materials | 21.56 | 5.6 |
| Financial Services | 22.4 | 25.95 |
| Industrials | 7.35 | 16.56 |
| Communication Services | 6.03 | 1.41 |
| Real Estate | 0.57 | 1.43 |
| Energy | 0.91 | 2.86 |
| Healthcare | 5.37 | 7.79 |
| Consumer Defensive | 3.22 | 7.96 |
| Utilities | 5.55 | 0.45 |
| Technology | - | 10.91 |
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