Aditya Birla Sun Life Flexi Cap Fund vs HDFC Flexi Cap Fund compare

HDFC Flexi Cap Fund - Growth Plan

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Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan

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Overview

Scheme Name	HDFC Flexi Cap Fund - Growth Plan	Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan
Fund	HDFC Flexi Cap Fund - Growth Plan	Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan
Investment Plan	Growth	Growth
Level of Risk	Average	Very High
Asset Size (Cr)	₹59103 Cr	₹21899 Cr
Min Investment	₹100	₹100
Min SIP Invesment	₹100	₹1000
Min Addl Investment	₹100	₹100
Launch Date	01 Jan 1995	14 Aug 1998
Category	Flexi Cap	Flexi Cap
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 500 TRI	NIFTY 500 TRI
Turn Over	42.17%	20%
Expense Ratio	1.46	1.68
Manager	Dhruv Muchhal	Dhaval Joshi
ISIN Code	INF179K01608	INF209K01AJ8
Exits Load	Exit load of 1% if redeemed within 1 year/365	Exit load of 1%, if redeemed within 90 days./365

Scheme Name	HDFC Flexi Cap Fund - Growth Plan	Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan
1 Month	-3.7%	-6.42%
6 Month	9.78%	8.22%
1 Year	35%	27.94%
3 Year	22.54%	12.9%
5 Year	22.3%	17.61%

Scheme Name	HDFC Flexi Cap Fund - Growth Plan	Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan
6 Month	-	-
1 Year	27.09%	21.49%
3 Year	29.09%	21.94%
5 Year	28.78%	20.86%

Scheme Name	HDFC Flexi Cap Fund - Growth Plan	Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan
1 Year	18.58%	17.29%
3 Year	18.66%	16.34%
5 Year	18.53%	16.91%

Scheme Name	HDFC Flexi Cap Fund - Growth Plan	Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan
Standard Deviation	12.12%	12.55%
Sharp	1.51%	0.56%
Beta	0.86%	0.98%
Alpha	7.25%	-1.25%

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Scheme Name	HDFC Flexi Cap Fund - Growth Plan	Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan
Name	Dhruv Muchhal	Dhaval Joshi
Total AUM	₹520687 Cr	₹361932 Cr
Fund Manage	40	55
	HDFC Flexi Cap Fund - Growth Plan	Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan

Scheme Name	HDFC Flexi Cap Fund - Growth Plan	Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan
Others	9.74	3.81
Large Cap	74.75	74.07
Mid Cap	3.47	13.14
Small Cap	12.04	8.98

Scheme Name	HDFC Flexi Cap Fund - Growth Plan	Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan
Others	9.74	1.56
Telecom - Services	4.78	-
Petroleum Products	0.22	-
IT - Software	9.02	-
Construction	1.48	3.07
Banks	34.35	-
Realty	4.51	-
Agricultural, Commercial & Construction Vehicles	0.52	-
Pharmaceuticals & Biotechnology	8.79	-
Automobiles	7.13	-
Aerospace & Defense	1.25	-
Leisure Services	1.65	-
Ferrous Metals	0.52	-
Consumer Durables	1.19	-
Healthcare Services	3.76	-
Insurance	4.46	2.8
IT - Services	0.4	-
Transport Services	0.12	-
Diversified FMCG	0.38	-
Entertainment	0.29	-
Auto Components	2.55	-
Cement & Cement Products	0.39	-
Power	1.33	-
Beverages	1.17	-
Energy	-	4.06
Healthcare	-	10.07
Communication	-	4.78
Technology	-	10.34
Materials	-	1.29
Financial	-	27.49
Metals & Mining	-	4.07
Consumer Staples	-	7.81
Capital Goods	-	6.1
Chemicals	-	1.19
Services	-	2.72
Automobile	-	7.27
Consumer Discretionary	-	3.45
Diversified	-	0.91
Unclassified	-	1.02