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

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

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tortoise-icon HSBC Flexi Cap Fund - Regular Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan HSBC Flexi Cap Fund - Regular Growth
Fund Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan HSBC Flexi Cap Fund - Regular Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹22507 Cr ₹4943 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹1000 ₹500
Min Addl Investment ₹100 ₹1000
Launch Date 27 Aug 1998 24 Feb 2004
Category Flexi Cap Flexi Cap
Fund Type Open Ended Open Ended
Benchmark NIFTY 500 TRI NIFTY 500 TRI
Turn Over 20% 27%
Expense Ratio 1.68 1.93
Manager Dhaval Joshi Venugopal Manghat
ISIN Code INF209K01AJ8 INF336L01AF5
Exits Load Aditya Birla Sun Life Flexi Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 HSBC Flexi Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan HSBC Flexi Cap Fund - Regular Growth
1 Month -3.46% -6.71%
6 Month -3.26% -3.21%
1 Year 12.94% 17.6%
3 Year 12.5% 14.17%
5 Year 16.08% 17.95%

SIP Return Analysis

Scheme Name Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan HSBC Flexi Cap Fund - Regular Growth
6 Month - -
1 Year 3.62% 6.82%
3 Year 17.39% 22.06%
5 Year 18.14% 21.42%

Rolling Lumpsum Returns

Scheme Name Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan HSBC Flexi Cap Fund - Regular Growth
1 Year 17.29% 15.55%
3 Year 16.34% 12.7%
5 Year 16.91% 13.61%

Risk Management

Scheme Name Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan HSBC Flexi Cap Fund - Regular Growth
Standard Deviation 12.55% 11.4%
Sharp 0.53% 1.08%
Beta 0.97% 0.95%
Alpha -0.89% 1.39%

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Fund Managers

Scheme Name Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan HSBC Flexi Cap Fund - Regular Growth
Name Dhaval Joshi Venugopal Manghat
Total AUM ₹361932 Cr ₹41442 Cr
Fund Manage 55 7
Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan HSBC Flexi Cap Fund - Regular Growth

Market Cap

Scheme Name

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

HSBC Flexi Cap Fund - Regular Growth

Others 0.98 2.69
Large Cap 67.65 51.59
Small Cap 13.11 23.51
Mid Cap 17.83 22.21

Sector Allocation

Scheme Name

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

HSBC Flexi Cap Fund - Regular Growth

Others 0.98 2.69
Telecom - Services 3.25 2.65
Petroleum Products 5.03 2.87
IT - Software 10.74 10.94
Construction 2.89 3.08
Finance 4.45 5.78
Banks 20.57 14.12
Non - Ferrous Metals 1.22 -
Pharmaceuticals & Biotechnology 6.63 4.36
Cement & Cement Products 2.5 2.06
Paper, Forest & Jute Products 0.56 0.85
Healthcare Services 2.27 1.42
Electrical Equipment 2.5 4.44
Auto Components 4.54 2.75
Ferrous Metals 0.98 1.76
Automobiles 5.24 2.89
Chemicals & Petrochemicals 2.23 1.4
Personal Products 1.11 1.34
Insurance 3.99 0.77
Consumer Durables 4.27 3.04
Industrial Products 2.85 2.41
Agricultural Food & other Products 1.47 -
Retailing 1.86 4.36
Entertainment 0.43 -
Fertilizers & Agrochemicals 0.24 1.42
Aerospace & Defense 0.51 2.41
Minerals & Mining 0.37 -
Transport Services 0.57 -
Industrial Manufacturing 0.26 2.23
Realty 0.59 1.31
Capital Markets 0.53 3.61
Beverages 3.94 2.25
Diversified FMCG - 2.42
Power - 2.47
Gas - 1.22
Oil - 0.91
Financial Technology (Fintech) - 1.28
Textiles & Apparels - 0.77
Leisure Services - 0.93
Transport Infrastructure - 0.79

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