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SBI Multicap Fund vs HSBC Multi Cap Fund compare

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tortoise-icon SBI Multicap Fund- Regular Plan- Growth Option

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tortoise-icon 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 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) ₹22424 Cr ₹4943 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 1.34% 3.01%
6 Month 13.93% 19.63%
1 Year 1.25% -2.38%
3 Year 15.29% -
5 Year - -

SIP Return Analysis

Scheme Name SBI Multicap Fund- Regular Plan- Growth Option HSBC Multi Cap Fund - Regular - Growth
6 Month 2.63% 4.97%
1 Year 10.58% 12.08%
3 Year 17.76% -
5 Year - -

Rolling Lumpsum Returns

Scheme Name SBI Multicap Fund- Regular Plan- Growth Option HSBC Multi Cap Fund - Regular - Growth
1 Year 18.92% 45.77%
3 Year 19.03% -
5 Year - -

Risk Management

Scheme Name SBI Multicap Fund- Regular Plan- Growth Option HSBC Multi Cap Fund - Regular - Growth
Standard Deviation 12.00% -
Sharp 0.76% -
Beta 0.82% -
Alpha 2.65% -

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 6.97 4.61
Small Cap 29.42 33.8
Mid Cap 29.5 22.06
Large Cap 34.12 39.53

Sector Allocation

Scheme Name

SBI Multicap Fund- Regular Plan- Growth Option

HSBC Multi Cap Fund - Regular - Growth

Others 5.97 0.35
Consumer Cyclical 21.55 16.12
Basic Materials 19.97 6.53
Consumer Defensive 3.71 7.63
Financial Services 24.65 28.2
Industrials 7.7 17.05
Communication Services 6.36 1.46
Real Estate 0.62 1.5
Energy 0.97 2.96
Healthcare 5.97 8.19
Utilities 2.53 0.45
Technology - 9.55

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