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 Risk | Very High Risk |
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 | -3.05% | -6.09% |
6 Month | -8.52% | -11.78% |
1 Year | 7.04% | 5.15% |
3 Year | 12.82% | 13.85% |
5 Year | 14.91% | 15.95% |
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 | -5.79% | -10.86% |
3 Year | 14.23% | 15.63% |
5 Year | 16.35% | 17.74% |
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% | 14.343% |
Sharp | 0.5% | 0.603% |
Beta | 0.97% | 0.978% |
Alpha | -0.81% | 0.75% |
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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 | 1.13 |
Large Cap | 67.65 | 50.96 |
Small Cap | 13.11 | 23.15 |
Mid Cap | 17.83 | 24.76 |
Sector Allocation
Scheme Name |
Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan |
HSBC Flexi Cap Fund - Regular Growth |
---|---|---|
Others | 0.98 | 1.13 |
Telecom - Services | 3.25 | 2.59 |
Petroleum Products | 5.03 | 2.7 |
IT - Software | 10.74 | 11.24 |
Construction | 2.89 | 3.29 |
Finance | 4.45 | 5.51 |
Banks | 20.57 | 13.75 |
Non - Ferrous Metals | 1.22 | - |
Pharmaceuticals & Biotechnology | 6.63 | 4.8 |
Cement & Cement Products | 2.5 | 2.09 |
Paper, Forest & Jute Products | 0.56 | 0.47 |
Healthcare Services | 2.27 | 1.36 |
Electrical Equipment | 2.5 | 4.97 |
Auto Components | 4.54 | 2.66 |
Ferrous Metals | 0.98 | 1.81 |
Automobiles | 5.24 | 2.88 |
Chemicals & Petrochemicals | 2.23 | 1.28 |
Personal Products | 1.11 | 0.51 |
Insurance | 3.99 | 0.72 |
Consumer Durables | 4.27 | 3.3 |
Industrial Products | 2.85 | 2.4 |
Agricultural Food & other Products | 1.47 | - |
Retailing | 1.86 | 4.66 |
Entertainment | 0.43 | - |
Fertilizers & Agrochemicals | 0.24 | 1.3 |
Aerospace & Defense | 0.51 | 2.64 |
Minerals & Mining | 0.37 | - |
Transport Services | 0.57 | - |
Industrial Manufacturing | 0.26 | 2.79 |
Realty | 0.59 | 2.26 |
Capital Markets | 0.53 | 3.69 |
Beverages | 3.94 | 2.36 |
Diversified FMCG | - | 2.33 |
Power | - | 2.35 |
Gas | - | 1.11 |
Oil | - | 0.8 |
Financial Technology (Fintech) | - | 1.43 |
Textiles & Apparels | - | 0.97 |
Leisure Services | - | 1.04 |
Transport Infrastructure | - | 0.81 |
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