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

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tortoise-icon HDFC Flexi Cap Fund - Growth Plan

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

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Chart Comparison

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

Overview

Scheme Name HDFC Flexi Cap Fund - Growth Plan Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan
Fund HDFC Flexi Cap Fund - Growth Plan Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹65967 Cr ₹21417 Cr
Min Investment ₹100 ₹100
Min SIP Invesment ₹100 ₹1000
Min Addl Investment ₹100 ₹100
Launch Date 01 Jan 1995 27 Aug 1998
Category Flexi Cap Flexi Cap
Fund Type Open Ended Open Ended
Benchmark NIFTY 500 TRI NIFTY 500 TRI
Turn Over 42.17% 20%
Expense Ratio 1.42 1.68
Manager Dhruv Muchhal Dhaval Joshi
ISIN Code INF179K01608 INF209K01AJ8
Exits Load HDFC Flexi Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 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

Trailing Lumpsum Returns

Scheme Name HDFC Flexi Cap Fund - Growth Plan Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan
1 Month 6.44% 7.74%
6 Month -6.5% -10.86%
1 Year 14.98% 10.52%
3 Year 22.56% 13.82%
5 Year 32.49% 24.91%

SIP Return Analysis

Scheme Name HDFC Flexi Cap Fund - Growth Plan Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan
6 Month -0.04% -1.75%
1 Year 2.74% -3.16%
3 Year 22.18% 15.97%
5 Year 24.84% 16.68%

Rolling Lumpsum Returns

Scheme Name HDFC Flexi Cap Fund - Growth Plan Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan
1 Year 18.75% 17.42%
3 Year 18.86% 16.25%
5 Year 18.67% 16.95%

Risk Management

Scheme Name HDFC Flexi Cap Fund - Growth Plan Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan
Standard Deviation 12.345% 12.55%
Sharp 1.134% 0.44%
Beta 0.834% 0.95%
Alpha 8.405% -0.39%

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Fund Managers

Scheme Name HDFC Flexi Cap Fund - Growth Plan Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan
Name Dhruv Muchhal Dhaval Joshi
Total AUM ₹520687 Cr ₹361932 Cr
Funds Managed 40 55
HDFC Flexi Cap Fund - Growth Plan Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan

Market Cap

Scheme Name

HDFC Flexi Cap Fund - Growth Plan

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

Others 12.44 2.97
Large Cap 72.89 68.48
Mid Cap 4.37 18.19
Small Cap 10.31 10.36

Sector Allocation

Scheme Name

HDFC Flexi Cap Fund - Growth Plan

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

Others 10.1 1.38
Communication Services 4.33 3.18
Energy 0.19 5.54
Technology 5.99 11.14
Industrials 4.87 11.66
Basic Materials 4.67 8.1
Financial Services 38.64 30.82
Healthcare 10.33 8.65
Consumer Cyclical 15.43 11.37
Real Estate 2.97 0.6
Consumer Defensive 1.33 7.5
Utilities 1.14 0.08

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