HSBC Multi Cap Fund vs Mahindra Manulife Multi Cap Fund compare
Mahindra Manulife Multi Cap Fund - Regular Plan - Growth
HSBC Multi Cap Fund - Regular - Growth
Chart Comparison
Overview
Scheme Name | Mahindra Manulife Multi Cap Fund - Regular Plan - Growth | HSBC Multi Cap Fund - Regular - Growth |
---|---|---|
Fund | Mahindra Manulife Multi Cap Fund - Regular Plan - Growth | HSBC Multi Cap Fund - Regular - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹4750 Cr | ₹4254 Cr |
Min Investment | ₹1000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 11 May 2017 | 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 | 110% | 0.0% |
Expense Ratio | 1.82 | 1.86 |
Manager | Manish Lodha | Venugopal Manghat |
ISIN Code | INF174V01317 | INF336L01QQ8 |
Exits Load | Mahindra Manulife Multi Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 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 | Mahindra Manulife Multi Cap Fund - Regular Plan - Growth | HSBC Multi Cap Fund - Regular - Growth |
---|---|---|
1 Month | 8.19% | 7.82% |
6 Month | -9.38% | -10.52% |
1 Year | 7.09% | 6.3% |
3 Year | 15.01% | - |
5 Year | 27.74% | - |
SIP Return Analysis
Scheme Name | Mahindra Manulife Multi Cap Fund - Regular Plan - Growth | HSBC Multi Cap Fund - Regular - Growth |
---|---|---|
6 Month | -4.42% | -6.29% |
1 Year | -13.61% | -16.42% |
3 Year | 14.78% | - |
5 Year | 18.46% | - |
Rolling Lumpsum Returns
Scheme Name | Mahindra Manulife Multi Cap Fund - Regular Plan - Growth | HSBC Multi Cap Fund - Regular - Growth |
---|---|---|
1 Year | 14.05% | 54.37% |
3 Year | 22.75% | - |
5 Year | 19.45% | - |
Risk Management
Scheme Name | Mahindra Manulife Multi Cap Fund - Regular Plan - Growth | HSBC Multi Cap Fund - Regular - Growth |
---|---|---|
Standard Deviation | 15.822% | - |
Sharp | 0.564% | - |
Beta | 1% | - |
Alpha | 2.224% | - |
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Fund Managers
Scheme Name | Mahindra Manulife Multi Cap Fund - Regular Plan - Growth | HSBC Multi Cap Fund - Regular - Growth |
---|---|---|
Name | Manish Lodha | Venugopal Manghat |
Total AUM | ₹10881 Cr | ₹41442 Cr |
Funds Managed | 9 | 7 |
Mahindra Manulife Multi Cap Fund - Regular Plan - Growth | HSBC Multi Cap Fund - Regular - Growth |
Market Cap
Scheme Name |
Mahindra Manulife Multi Cap Fund - Regular Plan - Growth |
HSBC Multi Cap Fund - Regular - Growth |
---|---|---|
Others | 3.34 | 3.41 |
Large Cap | 42.81 | 40.83 |
Small Cap | 28.49 | 26.46 |
Mid Cap | 25.35 | 29.31 |
Sector Allocation
Scheme Name |
Mahindra Manulife Multi Cap Fund - Regular Plan - Growth |
HSBC Multi Cap Fund - Regular - Growth |
---|---|---|
Others | 3.29 | 3.76 |
Communication Services | 4.3 | 1.13 |
Energy | 6.09 | 3.82 |
Utilities | 1.87 | 1.63 |
Technology | 7.65 | 15.87 |
Financial Services | 29.06 | 23.2 |
Basic Materials | 5.16 | 5.68 |
Industrials | 11.67 | 16.24 |
Consumer Defensive | 4.16 | 5.47 |
Consumer Cyclical | 17.84 | 15.42 |
Real Estate | 1.09 | 1.94 |
Healthcare | 7.83 | 5.82 |
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