Axis Flexi Cap Fund vs HDFC Flexi Cap Fund compare

Overview

Scheme Name	HDFC Flexi Cap Fund - Growth Plan	Axis Flexi Cap Fund - Regular Plan - Growth
Fund	HDFC Flexi Cap Fund - Growth Plan	Axis Flexi Cap Fund - Regular Plan - Growth
Investment Plan	Growth	Growth
Level of Risk	Average	Very High
Asset Size (Cr)	₹59103 Cr	₹12723 Cr
Min Investment	₹100	₹100
Min SIP Invesment	₹100	₹100
Min Addl Investment	₹100	₹100
Launch Date	01 Jan 1995	10 Nov 2017
Category	Flexi Cap	Flexi Cap
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 500 TRI	NIFTY 500 TRI
Turn Over	42.17%	30%
Expense Ratio	1.46	1.72
Manager	Dhruv Muchhal	Shreyash Devalkar
ISIN Code	INF179K01608	INF846K01B51
Exits Load	Exit load of 1% if redeemed within 1 year/365	Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months./365

Scheme Name	HDFC Flexi Cap Fund - Growth Plan	Axis Flexi Cap Fund - Regular Plan - Growth
1 Month	-3.7%	-5.21%
6 Month	9.78%	7.84%
1 Year	35%	28.56%
3 Year	22.54%	8.24%
5 Year	22.3%	15.12%

Scheme Name	HDFC Flexi Cap Fund - Growth Plan	Axis Flexi Cap Fund - Regular Plan - Growth
6 Month	-	-
1 Year	27.09%	20.77%
3 Year	29.09%	18.53%
5 Year	28.78%	17.1%

Scheme Name	HDFC Flexi Cap Fund - Growth Plan	Axis Flexi Cap Fund - Regular Plan - Growth
1 Year	18.58%	11.73%
3 Year	18.66%	14.47%
5 Year	18.53%	13.76%

Scheme Name	HDFC Flexi Cap Fund - Growth Plan	Axis Flexi Cap Fund - Regular Plan - Growth
Standard Deviation	12.12%	13.16%
Sharp	1.51%	0.59%
Beta	0.86%	0.94%
Alpha	7.25%	-4.77%

Scheme Name	HDFC Flexi Cap Fund - Growth Plan	Axis Flexi Cap Fund - Regular Plan - Growth
Name	Dhruv Muchhal	Shreyash Devalkar
Total AUM	₹520687 Cr	₹166770 Cr
Fund Manage	40	14
	HDFC Flexi Cap Fund - Growth Plan	Axis Flexi Cap Fund - Regular Plan - Growth

Scheme Name	HDFC Flexi Cap Fund - Growth Plan	Axis Flexi Cap Fund - Regular Plan - Growth
Others	9.74	5.7
Large Cap	74.75	68.09
Mid Cap	3.47	13.32
Small Cap	12.04	12.9

Scheme Name	HDFC Flexi Cap Fund - Growth Plan	Axis Flexi Cap Fund - Regular Plan - Growth
Others	9.74	5.69
Telecom - Services	4.78	-
Petroleum Products	0.22	-
IT - Software	9.02	-
Construction	1.48	6.14
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	-
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	-
Materials	-	3.65
Technology	-	5.32
Automobile	-	11.39
Financial	-	24.97
Energy	-	4.56
Healthcare	-	6.98
Services	-	11.77
Capital Goods	-	8.03
Chemicals	-	2.33
Metals & Mining	-	0.53
Consumer Staples	-	2.36
Consumer Discretionary	-	0.98
Diversified	-	1.73
Communication	-	3.58