Axis MultiCap vs HSBC Multi Cap
Data updated · direct-growth plans · not investment advice
Axis MultiCap currently edges it with a Smart Score of 75/100 vs 72/100. Axis MultiCap has the stronger risk-adjusted profile (Sortino 1.24 vs 1.11), 3-year returns of 19.8% vs 19.8%, and an expense ratio of 1.13% vs 0.82%. Scores are relative to all Multi Cap peers and refresh with every data update.
Portfolio overlap
lower = better diversificationOverlap = combined weight of stocks both funds hold (sum of the smaller weight per shared stock), from each fund's latest disclosed top-25 holdings.
| Returns (CAGR) | ||||
1Y return | 7.7% | 8.8%BEST | ||
3Y return | 19.8%BEST | 19.8% | ||
5Y return | — | — | ||
Since launch | 16.1% | 22.9%BEST | ||
| Vs category benchmark | ||||
1Y vs index | +5.6% | +6.7%BEST | ||
3Y vs index | +8.1%BEST | +8.1% | ||
5Y vs index | — | — | ||
Benchmark used | Nifty 500 | Nifty 500 | ||
| Risk | ||||
Sharpe ratio | 0.95BEST | 0.92 | ||
Sortino ratio | 1.24BEST | 1.11 | ||
Std deviation | 15.89BEST | 17.65 | ||
Alpha | 4.53BEST | 4.52 | ||
Beta | 0.91 | 1.01 | ||
| Cost & size | ||||
Expense ratio | 1.13% | 0.82%BEST | ||
Fund size | ₹10.4k CrBEST | ₹5.9k Cr | ||
Portfolio P/E | 32.75 | 31.36BEST | ||
| Ratings | ||||
Value Research | ★★★★★BEST | ★★★★★ | ||
Morningstar | ★★★★★BEST | ★★★★★ | ||
| Details | ||||
Fund manager | Shreyash Devalkar, Hitesh Das | Venugopal Manghat, Mahesh A Chhabria | ||
Benchmark | — | — | ||
Riskometer | Very High | Very High | ||
Start date | 16 Dec 2021 | 30 Jan 2023 | ||
| Top 5 holdings | ||||
Biggest positions |
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Quick answers
Is Axis MultiCap better than HSBC Multi Cap?
Axis MultiCap currently edges it with a Smart Score of 75/100 vs 72/100. Axis MultiCap has the stronger risk-adjusted profile (Sortino 1.24 vs 1.11), 3-year returns of 19.8% vs 19.8%, and an expense ratio of 1.13% vs 0.82%. Scores are relative to all Multi Cap peers and refresh with every data update.
Which is cheaper — Axis MultiCap or HSBC Multi Cap?
HSBC Multi Cap has the lower expense ratio: 0.82% vs 1.13% (direct plans). Lower fees compound in your favour over long holding periods.
Which has better risk-adjusted returns?
On the Sortino ratio (return per unit of downside risk), Axis MultiCap leads with 1.24 vs 1.11. Sharpe ratios: Axis MultiCap 0.95, HSBC Multi Cap 0.92.