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 1.15% 3.76%
6 Month 3.65% 5.98%
1 Year 20.18% 30.11%
3 Year 14.98% 18.18%
5 Year 17.46% 20.19%

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 12.59% 22.26%
3 Year 20.34% 26.78%
5 Year 20.07% 24.3%

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 0.66% 1.08%
Beta 0.97% 0.95%
Alpha -0.85% 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 2.71
Large Cap 67.65 59.05
Small Cap 13.11 20.09
Mid Cap 17.83 18.15

Sector Allocation

Scheme Name

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

HSBC Flexi Cap Fund - Regular Growth

Others 0.98 1.22
Telecom - Services 3.25 -
Petroleum Products 5.03 -
IT - Software 10.74 -
Construction 2.89 6.3
Finance 4.45 -
Banks 20.57 -
Non - Ferrous Metals 1.22 -
Pharmaceuticals & Biotechnology 6.63 -
Cement & Cement Products 2.5 -
Paper, Forest & Jute Products 0.56 -
Healthcare Services 2.27 -
Electrical Equipment 2.5 -
Auto Components 4.54 -
Ferrous Metals 0.98 -
Automobiles 5.24 -
Chemicals & Petrochemicals 2.23 -
Personal Products 1.11 -
Insurance 3.99 1.08
Consumer Durables 4.27 -
Industrial Products 2.85 -
Agricultural Food & other Products 1.47 -
Retailing 1.86 -
Entertainment 0.43 -
Fertilizers & Agrochemicals 0.24 -
Aerospace & Defense 0.51 -
Minerals & Mining 0.37 -
Transport Services 0.57 -
Industrial Manufacturing 0.26 -
Realty 0.59 -
Capital Markets 0.53 -
Beverages 3.94 -
Energy - 7.73
Capital Goods - 11.13
Technology - 7.44
Materials - 3.71
Healthcare - 5.68
Services - 6.82
Consumer Staples - 8.51
Financial - 21.81
Automobile - 8.04
Metals & Mining - 3.45
Consumer Discretionary - 1.17
Diversified - 1.22
Communication - 2.75
Chemicals - 1.94

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