HSBC Multi Cap vs MahIndra Manulife Multi Cap
Data updated · direct-growth plans · not investment advice
HSBC Multi Cap currently edges it with a Smart Score of 73/100 vs 68/100. HSBC Multi Cap has the stronger risk-adjusted profile (Sortino — vs —), 3-year returns of 20.7% vs 19.5%, and an expense ratio of 0.84% vs 0.87%. 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 | 14.2% | 19.7%BEST | ||
3Y return | 20.7%BEST | 19.5% | ||
5Y return | — | 18.2%BEST | ||
Since launch | 24.0%BEST | 18.3% | ||
| Vs category benchmark | ||||
1Y vs index | +9.0% | +14.5%BEST | ||
3Y vs index | +8.2%BEST | +7.0% | ||
5Y vs index | — | +6.8%BEST | ||
Benchmark used | Nifty 500 | Nifty 500 | ||
| Risk | ||||
Sharpe ratio | 0.92BEST | 0.89 | ||
Sortino ratio | — | — | ||
Std deviation | 17.65 | 16.76BEST | ||
Alpha | 4.52BEST | 3.76 | ||
Beta | 1.01 | 0.96 | ||
| Cost & size | ||||
Expense ratio | 0.84%BEST | 0.87% | ||
Fund size | ₹6.1k Cr | ₹7.2k CrBEST | ||
Portfolio P/E | 29.70 | 26.51BEST | ||
| Ratings | ||||
Value Research | ★★★★★BEST | ★★★★★ | ||
Morningstar | — | — | ||
| Details | ||||
Fund manager | Venugopal Manghat, Mahesh A Chhabria | Vishal Jajoo, Neelesh Dhamnaskar | ||
Benchmark | — | — | ||
Riskometer | Very High | Very High | ||
Start date | 30 Jan 2023 | 04 May 2017 | ||
| Top 5 holdings | ||||
Biggest positions |
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Quick answers
Is HSBC Multi Cap better than MahIndra Manulife Multi Cap?
HSBC Multi Cap currently edges it with a Smart Score of 73/100 vs 68/100. HSBC Multi Cap has the stronger risk-adjusted profile (Sortino — vs —), 3-year returns of 20.7% vs 19.5%, and an expense ratio of 0.84% vs 0.87%. Scores are relative to all Multi Cap peers and refresh with every data update.
Which is cheaper — HSBC Multi Cap or MahIndra Manulife Multi Cap?
HSBC Multi Cap has the lower expense ratio: 0.84% vs 0.87% (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), HSBC Multi Cap leads with -9.00 vs -9.00. Sharpe ratios: HSBC Multi Cap 0.92, MahIndra Manulife Multi Cap 0.89.