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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) | ₹3124 Cr | ₹3124 Cr | ₹4954 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 | -1.75% | -1.75% | -1.98% |
| 6 Month | 12.62% | 12.62% | 12.25% |
| 1 Year | -3.49% | -3.49% | -0.04% |
| 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 | 4.27% | 4.27% | 4.31% |
| 1 Year | 2.31% | 2.31% | 3.97% |
| 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 | 24.62% | 24.62% | 45.77% |
| 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 | - | - | - |
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 | 3.91 | 3.91 | 4.61 |
| Large Cap | 44.67 | 44.67 | 39.53 |
| Small Cap | 26.98 | 26.98 | 33.8 |
| Mid Cap | 24.44 | 24.44 | 22.06 |
Sector Allocation
| Scheme Name |
Tata Multicap Fund - Regular Plan - Growth |
Tata Multicap Fund - Regular Plan - Growth |
HSBC Multi Cap Fund - Regular - Growth |
|---|---|---|---|
| Others | 1.77 | 1.77 | 0.35 |
| Energy | 4.56 | 4.56 | 2.96 |
| Technology | 10.43 | 10.43 | 9.55 |
| Consumer Cyclical | 12.84 | 12.84 | 16.12 |
| Industrials | 12.23 | 12.23 | 17.05 |
| Financial Services | 30.26 | 30.26 | 28.2 |
| Healthcare | 8.5 | 8.5 | 8.19 |
| Basic Materials | 7.45 | 7.45 | 6.53 |
| Communication Services | 4.38 | 4.38 | 1.46 |
| Consumer Defensive | 2.44 | 2.44 | 7.63 |
| Real Estate | 1.91 | 1.91 | 1.5 |
| Utilities | 3.23 | 3.23 | 0.45 |
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