- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
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) | ₹3101 Cr | ₹3101 Cr | ₹5033 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 | 4.67% | 4.67% | 4.15% |
| 6 Month | 11.81% | 11.81% | 11.8% |
| 1 Year | 2.67% | 2.67% | 6.14% |
| 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 | 3.1% | 3.1% | 2.67% |
| 1 Year | 13.39% | 13.39% | 13.33% |
| 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 | 19.44% | 19.44% | 35.72% |
| 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 | 5.41 | 5.41 | 4.57 |
| Large Cap | 41.98 | 41.98 | 42.19 |
| Small Cap | 27.81 | 27.81 | 31.57 |
| Mid Cap | 24.8 | 24.8 | 21.68 |
Sector Allocation
| Scheme Name |
Tata Multicap Fund - Regular Plan - Growth |
Tata Multicap Fund - Regular Plan - Growth |
HSBC Multi Cap Fund - Regular - Growth |
|---|---|---|---|
| Others | 3.4 | 3.4 | 1.33 |
| Energy | 3.08 | 3.08 | 2.86 |
| Technology | 11.03 | 11.03 | 10.91 |
| Consumer Cyclical | 12.48 | 12.48 | 17.74 |
| Industrials | 15.49 | 15.49 | 16.56 |
| Financial Services | 27.12 | 27.12 | 25.95 |
| Healthcare | 7.96 | 7.96 | 7.79 |
| Basic Materials | 7.84 | 7.84 | 5.6 |
| Communication Services | 3.79 | 3.79 | 1.41 |
| Consumer Defensive | 1.93 | 1.93 | 7.96 |
| Real Estate | 2.53 | 2.53 | 1.43 |
| Utilities | 3.36 | 3.36 | 0.45 |
Top Comparisons
Sundaram Services Fund Regular Plan - Growth
3Y Returns18.83%
Quant ESG Integration Strategy Fund Regular - Growth
3Y Returns15.06%
Franklin India Conservative Hybrid Fund - Growth
3Y Returns9.66%
Franklin India Conservative Hybrid Fund - Growth
3Y Returns9.66%
Axis Equity Savings Fund - Regular Plan - Growth
3Y Returns10.24%
HSBC Equity Savings Fund - Regular Growth
3Y Returns13.84%
DSP Regular Savings Fund- Regular Plan - Growth
3Y Returns10.16%
Canara Robeco Conservative Hybrid Fund - Regular Plan - Growth Option
3Y Returns8.59%
