HDFC Multi Cap Fund vs SBI MultiCap Fund
Over the last 3 years, SBI MultiCap Fund returned 13.5% a year against 11.9% for HDFC Multi Cap Fund (Direct plans). HDFC Multi Cap Fund costs less (0.96% a year, Direct). They hold 23 stocks in common; the portfolio overlap is 22%. Data as of 5 Nov 2026.
| HDFC Multi Cap Fund | SBI MultiCap Fund | |
|---|---|---|
| Category | Multi Cap | Multi Cap |
| Fund house | HDFC Mutual Fund | SBI Mutual Fund |
| Benchmark (TRI) | NIFTY500 Multicap 50:25:25 | NIFTY500 Multicap 50:25:25 |
| Age | 4.9 years | 4.6 years |
| AUM | ₹20,439 cr | ₹24,132 cr |
| Direct plan | ||
| Rating | C | B |
| Expense ratio | 0.96% | 1.05% |
| 1Y return | -4.0% | -1.0% |
| 3Y return (a year) | 11.9% | 13.5% |
| 5Y return (a year) | – | – |
| 3Y vs index | -1.0% | +0.6% |
| Regular plan | ||
| Rating | C | B |
| Expense ratio | 1.79% | 1.83% |
| 1Y return | -4.9% | -1.8% |
| 3Y return (a year) | 10.8% | 12.5% |
| 5Y return (a year) | – | – |
| 3Y vs index | -2.1% | -0.4% |
| Risk and portfolio | ||
| Volatility, 3Y | 15.5% | 13.4% |
| Max fall, 5Y | -20.2% | -15.1% |
| Down capture, 3Y | 100 | 79 |
| Stocks held | 119 | 70 |
| Top 10 holdings | 24% | 30% |
Common questions
HDFC Multi Cap Fund or SBI MultiCap Fund: which has done better?
Over the last 3 years, SBI MultiCap Fund returned 13.5% a year against 11.9% for HDFC Multi Cap Fund (Direct plans).
How much do HDFC Multi Cap Fund and SBI MultiCap Fund overlap?
They hold 23 stocks in common; the portfolio overlap is 22%.
Should I hold both?
Two funds with a high overlap add little diversification. Check how they fit your goal and the rest of your portfolio; we can help.
Past performance does not guarantee future returns. This comparison is not a recommendation to buy or sell either fund.