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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