HSBC Multi Cap Fund vs Invesco India Multicap Fund compare
Invesco India Multicap Fund - Growth Option
HSBC Multi Cap Fund - Regular - Growth
Chart Comparison
Overview
Scheme Name | Invesco India Multicap Fund - Growth Option | HSBC Multi Cap Fund - Regular - Growth |
---|---|---|
Fund | Invesco India Multicap Fund - Growth Option | HSBC Multi Cap Fund - Regular - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹3728 Cr | ₹4254 Cr |
Min Investment | ₹1000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 17 Mar 2008 | 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 | 52% | 0.0% |
Expense Ratio | 1.88 | 1.86 |
Manager | Dhimant Kothari | Venugopal Manghat |
ISIN Code | INF205K01DN2 | INF336L01QQ8 |
Exits Load | Invesco India Multicap Fund - 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 | Invesco India Multicap Fund - Growth Option | HSBC Multi Cap Fund - Regular - Growth |
---|---|---|
1 Month | 7.06% | 7.45% |
6 Month | -13.61% | -14.13% |
1 Year | 10.37% | 6.25% |
3 Year | 16.96% | - |
5 Year | 27.02% | - |
SIP Return Analysis
Scheme Name | Invesco India Multicap Fund - Growth Option | HSBC Multi Cap Fund - Regular - Growth |
---|---|---|
6 Month | -4.91% | -5.77% |
1 Year | -7.32% | -12.43% |
3 Year | 18.04% | - |
5 Year | 19.21% | - |
Rolling Lumpsum Returns
Scheme Name | Invesco India Multicap Fund - Growth Option | HSBC Multi Cap Fund - Regular - Growth |
---|---|---|
1 Year | 15.33% | 54.37% |
3 Year | 18.01% | - |
5 Year | 18.46% | - |
Risk Management
Scheme Name | Invesco India Multicap Fund - Growth Option | HSBC Multi Cap Fund - Regular - Growth |
---|---|---|
Standard Deviation | 12.65% | - |
Sharp | 0.59% | - |
Beta | 0.93% | - |
Alpha | 0.77% | - |
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Fund Managers
Scheme Name | Invesco India Multicap Fund - Growth Option | HSBC Multi Cap Fund - Regular - Growth |
---|---|---|
Name | Dhimant Kothari | Venugopal Manghat |
Total AUM | ₹8118 Cr | ₹41442 Cr |
Funds Managed | 7 | 7 |
Invesco India Multicap Fund - Growth Option | HSBC Multi Cap Fund - Regular - Growth |
Market Cap
Scheme Name |
Invesco India Multicap Fund - Growth Option |
HSBC Multi Cap Fund - Regular - Growth |
---|---|---|
Others | 4.58 | 3.41 |
Large Cap | 37.36 | 40.83 |
Small Cap | 27.32 | 26.46 |
Mid Cap | 30.74 | 29.31 |
Sector Allocation
Scheme Name |
Invesco India Multicap Fund - Growth Option |
HSBC Multi Cap Fund - Regular - Growth |
---|---|---|
Others | 2.33 | 3.76 |
Communication Services | 2.25 | 1.13 |
Technology | 11.31 | 15.87 |
Consumer Cyclical | 13.88 | 15.42 |
Healthcare | 12.43 | 5.82 |
Financial Services | 17.59 | 23.2 |
Industrials | 19.03 | 16.24 |
Basic Materials | 8.77 | 5.68 |
Utilities | 2.58 | 1.63 |
Consumer Defensive | 6.67 | 5.47 |
Real Estate | 3.17 | 1.94 |
Energy | - | 3.82 |
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