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Tata Multicap Fund vs HSBC Multi Cap Fund compare
Tata Multicap Fund - Regular Plan - Growth
Tata Multicap Fund - Regular Plan - Growth
HSBC Multi Cap Fund - Regular - Growth
Chart Comparison
Overview
| Scheme Name | Tata Multicap Fund - Regular Plan - Growth | Tata Multicap Fund - Regular Plan - Growth | HSBC Multi Cap Fund - Regular - Growth |
|---|---|---|---|
| Fund | Tata Multicap Fund - Regular Plan - Growth | Tata Multicap Fund - Regular Plan - Growth | HSBC Multi Cap Fund - Regular - Growth |
| Investment Plan | Growth | Growth | Growth |
| Level of Risk | Very High | Very High | Very High |
| Asset Size (Cr) | ₹3069 Cr | ₹3069 Cr | ₹4757 Cr |
| Min Investment | ₹5000 | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹150 | ₹150 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 | ₹1000 |
| Launch Date | 02 Feb 2023 | 02 Feb 2023 | 30 Jan 2023 |
| Category | Multi Cap | Multi Cap | Multi Cap |
| Fund Type | Open Ended | Open Ended | Open Ended |
| Benchmark | Nifty 500 Multicap 50:25:25 TRI | Nifty 500 Multicap 50:25:25 TRI | Nifty 500 Multicap 50:25:25 TRI |
| Turn Over | 3.53% | 3.53% | 0.0% |
| Expense Ratio | 1.89 | 1.89 | 1.86 |
| Manager | Rahul Singh | Rahul Singh | Venugopal Manghat |
| ISIN Code | INF277KA1703 | INF277KA1703 | INF336L01QQ8 |
| Exits Load | Tata Multicap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Tata 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 | Tata Multicap Fund - Regular Plan - Growth | Tata Multicap Fund - Regular Plan - Growth | HSBC Multi Cap Fund - Regular - Growth |
|---|---|---|---|
| 1 Month | 0.7% | 0.7% | 0.72% |
| 6 Month | 4.38% | 4.38% | 4.24% |
| 1 Year | -2.65% | -2.65% | 1.07% |
| 3 Year | - | - | - |
| 5 Year | - | - | - |
SIP Return Analysis
| Scheme Name | Tata Multicap Fund - Regular Plan - Growth | Tata Multicap Fund - Regular Plan - Growth | HSBC Multi Cap Fund - Regular - Growth |
|---|---|---|---|
| 6 Month | 11.07% | 11.07% | 10.92% |
| 1 Year | 8.31% | 8.31% | 10.88% |
| 3 Year | - | - | - |
| 5 Year | - | - | - |
Rolling Lumpsum Returns
| Scheme Name | Tata Multicap Fund - Regular Plan - Growth | Tata Multicap Fund - Regular Plan - Growth | HSBC Multi Cap Fund - Regular - Growth |
|---|---|---|---|
| 1 Year | 27.25% | 27.25% | 50.5% |
| 3 Year | - | - | - |
| 5 Year | - | - | - |
Risk Management
| Scheme Name | Tata Multicap Fund - Regular Plan - Growth | Tata Multicap Fund - Regular Plan - Growth | HSBC Multi Cap Fund - Regular - Growth |
|---|---|---|---|
| Standard Deviation | - | - | - |
| Sharp | - | - | - |
| Beta | - | - | - |
| Alpha | - | - | - |
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Fund Managers
| Scheme Name | Tata Multicap Fund - Regular Plan - Growth | Tata Multicap Fund - Regular Plan - Growth | HSBC Multi Cap Fund - Regular - Growth |
|---|---|---|---|
| Name | Rahul Singh | Rahul Singh | Venugopal Manghat |
| Total AUM | ₹19760 Cr | ₹19760 Cr | ₹41442 Cr |
| Funds Managed | 9 | 9 | 7 |
| Tata Multicap Fund - Regular Plan - Growth | Tata Multicap Fund - Regular Plan - Growth | HSBC Multi Cap Fund - Regular - Growth |
Market Cap
| Scheme Name |
Tata Multicap Fund - Regular Plan - Growth |
Tata Multicap Fund - Regular Plan - Growth |
HSBC Multi Cap Fund - Regular - Growth |
|---|---|---|---|
| Others | 4.48 | 4.48 | 3.87 |
| Large Cap | 45.72 | 45.72 | 43.12 |
| Small Cap | 24.71 | 24.71 | 27.31 |
| Mid Cap | 25.09 | 25.09 | 25.71 |
Sector Allocation
| Scheme Name |
Tata Multicap Fund - Regular Plan - Growth |
Tata Multicap Fund - Regular Plan - Growth |
HSBC Multi Cap Fund - Regular - Growth |
|---|---|---|---|
| Others | 2.21 | 2.21 | 1.87 |
| Energy | 4.76 | 4.76 | 2.75 |
| Technology | 10.66 | 10.66 | 10.06 |
| Consumer Cyclical | 12.55 | 12.55 | 15.26 |
| Industrials | 12.91 | 12.91 | 17.15 |
| Financial Services | 30.17 | 30.17 | 29.56 |
| Healthcare | 7.63 | 7.63 | 7.06 |
| Basic Materials | 7.29 | 7.29 | 5.15 |
| Communication Services | 4.46 | 4.46 | 1.48 |
| Consumer Defensive | 2.19 | 2.19 | 6.49 |
| Real Estate | 1.95 | 1.95 | 1.68 |
| Utilities | 3.23 | 3.23 | 1.5 |
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