HSBC Multi Cap vs Axis MultiCap
Data updated · direct-growth plans · not investment advice
HSBC Multi Cap currently edges it with a Smart Score of 75/100 vs 74/100. HSBC Multi Cap has the weaker risk-adjusted profile (Sortino 1.20 vs 1.24), 3-year returns of 20.8% vs 20.3%, and an expense ratio of 0.82% vs 1.13%. Scores are relative to all Multi Cap peers and refresh with every data update.
| Metric | 75 HSBC Multi Cap HSBC Buy | 74 Axis MultiCap Axis Buy | Add fund (3 left) |
|---|---|---|---|
| Returns (CAGR) | |||
1Y return ↑ higher is better | 6.9%BEST | 6.5% | |
3Y return ↑ higher is better | 20.8%BEST | 20.3% | |
5Y return ↑ higher is better | — | — | |
Since launch ↑ higher is better | 23.4%BEST | 16.4% | |
| Vs category benchmark | |||
1Y vs index fund minus its own index | +6.1%BEST | +5.7% | |
3Y vs index fund minus its own index | +8.6%BEST | +8.1% | |
5Y vs index fund minus its own index | — | — | |
Benchmark used | Nifty 500 | Nifty 500 | |
| Risk | |||
Sharpe ratio ↑ higher is better | 0.92 | 0.95BEST | |
Sortino ratio ↑ higher is better | 1.20 | 1.24BEST | |
Std deviation ↓ lower is better | 17.65 | 15.89BEST | |
Alpha ↑ higher is better | 4.52 | 4.53BEST | |
Beta ≈1 moves with the market | 1.01 | 0.91 | |
| Cost & size | |||
Expense ratio ↓ lower is better | 0.82%BEST | 1.13% | |
Fund size ↑ higher is better | ₹5.9k Cr | ₹10.4k CrBEST | |
Portfolio P/E ↓ lower is better | 31.36BEST | 32.75 | |
| Ratings | |||
Value Research 1–5 stars | ★★★★★BEST | ★★★★★ | |
Morningstar 1–5 stars | ★★★★★BEST | ★★★★★ | |
| Details | |||
Fund manager | Venugopal Manghat, Mahesh A Chhabria | Shreyash Devalkar, Hitesh Das | |
Benchmark | — | — | |
Riskometer | Very High | Very High | |
Start date | 30 Jan 2023 | 16 Dec 2021 | |
Quick answers
Is HSBC Multi Cap better than Axis MultiCap?
HSBC Multi Cap currently edges it with a Smart Score of 75/100 vs 74/100. HSBC Multi Cap has the weaker risk-adjusted profile (Sortino 1.20 vs 1.24), 3-year returns of 20.8% vs 20.3%, and an expense ratio of 0.82% vs 1.13%. Scores are relative to all Multi Cap peers and refresh with every data update.
Which is cheaper — HSBC Multi Cap or Axis MultiCap?
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 1.20. Sharpe ratios: HSBC Multi Cap 0.92, Axis MultiCap 0.95.