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) | ₹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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