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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) ₹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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