Funds similar to HSBC Multi Cap Fund Direct-Growth in the Equity: Multi Cap category include Nippon India Multi Cap Fund Direct-Growth, Kotak Multicap Fund Direct-Growth, and SBI Multicap Fund Direct-Growth. These funds follow a comparable investment mandate and are benchmarked against similar indices. You can compare them in detail — across returns, risk metrics, expense ratio, and portfolio composition — using the fund comparison tool on sharpely.

What is the rank of HSBC Multi Cap Fund Direct-Growth in its category?

On a 3-year return basis HSBC Multi Cap Fund Direct-Growth is ranked 1 out of 19 funds in the Equity: Multi Cap category as of 16 Jul 2026. Consistently ranking in the top across multiple time periods is a stronger signal of fund quality than a single-period rank.

How does HSBC Multi Cap Fund Direct-Growth's expense ratio compare to similar funds?

HSBC Multi Cap Fund Direct-Growth has an expense ratio of 0.84%. The peers Nippon India Multi Cap Fund Direct-Growth has an expense ratio of 0.84% and Kotak Multicap Fund Direct-Growth has 0.61%. Over the long term, a higher expense ratio can meaningfully drag on returns, so it is worth evaluating whether the fund's performance justifies the additional cost.

How does HSBC Multi Cap Fund Direct-Growth's AUM compare to similar funds?

HSBC Multi Cap Fund Direct-Growth has an AUM of ₹5,914 crore. The peers Nippon India Multi Cap Fund Direct-Growth has an AUM of ₹54,584.6 crore and Kotak Multicap Fund Direct-Growth has ₹28,074.2 crore. A large AUM can sometimes limit a fund's ability to take meaningful positions in mid and small-cap stocks, as larger trades can move prices. This is particularly relevant for funds that invest outside large caps.

Which fund has the best 3-year returns in the Equity: Multi Cap?

The top performing fund in the Equity: Multi Cap category on a 3-year basis is Bank of India Multi Cap Fund Direct-Growth with a CAGR of 20.89% as of 16 Jul 2026. HSBC Multi Cap Fund Direct-Growth has delivered 20.92% CAGR over the same period, ranking 1 out of 19 funds. You can view and compare the full category ranking on sharpely.

How does HSBC Multi Cap Fund Direct-Growth rank in risk-adjusted returns vs peers?

On a risk-adjusted basis, HSBC Multi Cap Fund Direct-Growth has a Sharpe ratio of 0.88 compared to the Equity: Multi Cap average of 0.72 as of 16 Jul 2026. It ranks 3 out of 19 funds in its category on Sharpe ratio.