Aditya Birla Sun Life Flexi Cap Fund vs HSBC Flexi Cap Fund compare
Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan
HSBC Flexi Cap Fund - Regular Growth
Chart Comparison
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) | ₹21417 Cr | ₹4680 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 | 6.02% | 6.82% |
6 Month | -11.61% | -14.37% |
1 Year | 7.55% | 5% |
3 Year | 12.41% | 13.68% |
5 Year | 25.57% | 26% |
SIP Return Analysis
Scheme Name | Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan | HSBC Flexi Cap Fund - Regular Growth |
---|---|---|
6 Month | -2.69% | -7.63% |
1 Year | -3.78% | -11.5% |
3 Year | 16.04% | 16.69% |
5 Year | 16.68% | 17.66% |
Rolling Lumpsum Returns
Scheme Name | Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan | HSBC Flexi Cap Fund - Regular Growth |
---|---|---|
1 Year | 17.42% | 15.75% |
3 Year | 16.25% | 12.91% |
5 Year | 16.95% | 13.75% |
Risk Management
Scheme Name | Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan | HSBC Flexi Cap Fund - Regular Growth |
---|---|---|
Standard Deviation | 12.55% | 15.323% |
Sharp | 0.44% | 0.455% |
Beta | 0.95% | 1.003% |
Alpha | -0.39% | 0.255% |
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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 |
Funds Managed | 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 | 2.97 | 3.71 |
Large Cap | 68.48 | 51.36 |
Small Cap | 10.36 | 22.72 |
Mid Cap | 18.19 | 22.21 |
Sector Allocation
Scheme Name |
Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan |
HSBC Flexi Cap Fund - Regular Growth |
---|---|---|
Others | 1.38 | 2.43 |
Communication Services | 3.18 | 2.85 |
Energy | 5.54 | 4.88 |
Technology | 11.14 | 13.99 |
Healthcare | 8.65 | 6.32 |
Industrials | 11.66 | 14.36 |
Financial Services | 30.82 | 25.6 |
Basic Materials | 8.1 | 8.29 |
Consumer Cyclical | 11.37 | 12.05 |
Utilities | 0.08 | 2.24 |
Consumer Defensive | 7.5 | 4.92 |
Real Estate | 0.6 | 2.05 |
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