Axis MultiCap vs HSBC Multi Cap
Data updated · direct-growth plans · not investment advice
Axis MultiCap currently edges it with a Smart Score of 77/100 vs 72/100. Axis MultiCap has the stronger risk-adjusted profile (Sortino 1.20 vs 0.94), 3-year returns of 19.4% vs 17.7%, and an expense ratio of 1.04% 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 | 11.4%BEST | 9.4% | ||
3Y return | 19.4%BEST | 17.7% | ||
5Y return | — | — | ||
Since launch | 17.1% | 23.2%BEST | ||
| Vs category benchmark | ||||
1Y vs index | +11.7%BEST | +9.6% | ||
3Y vs index | +9.6%BEST | +7.9% | ||
5Y vs index | — | — | ||
Benchmark used | Nifty 500 | Nifty 500 | ||
| Risk | ||||
Sharpe ratio | 0.97BEST | 0.84 | ||
Sortino ratio | 1.20BEST | 0.94 | ||
Std deviation | 15.91BEST | 17.49 | ||
Alpha | 6.62BEST | 4.91 | ||
Beta | 0.91 | 1.01 | ||
| Cost & size | ||||
Expense ratio | 1.04% | 0.82%BEST | ||
Fund size | ₹11.9k CrBEST | ₹6.5k Cr | ||
Portfolio P/E | 34.14 | 31.45BEST | ||
| Ratings | ||||
Value Research | ★★★★★BEST | ★★★★★ | ||
Morningstar | — | — | ||
| 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 77/100 vs 72/100. Axis MultiCap has the stronger risk-adjusted profile (Sortino 1.20 vs 0.94), 3-year returns of 19.4% vs 17.7%, and an expense ratio of 1.04% 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 1.04% (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 1.20 vs 0.94. Sharpe ratios: Axis MultiCap 0.97, HSBC Multi Cap 0.84.