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

Link copied to clipboard!

tortoise-icon HDFC Flexi Cap Fund - Growth Plan

Invest Now

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

Invest Now

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 Average Very High
Asset Size (Cr) ₹59103 Cr ₹21899 Cr
Min Investment ₹100 ₹100
Min SIP Invesment ₹100 ₹1000
Min Addl Investment ₹100 ₹100
Launch Date 01 Jan 1995 14 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 1.46 1.68
Manager Dhruv Muchhal Dhaval Joshi
ISIN Code INF179K01608 INF209K01AJ8
Exits Load Exit load of 1% if redeemed within 1 year/365 Exit load of 1%, if redeemed within 90 days./365

Trailing Lumpsum Returns

Scheme Name HDFC Flexi Cap Fund - Growth Plan Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan
1 Month -1.37% -7.21%
6 Month 15.68% 10.2%
1 Year 40.62% 30.02%
3 Year 22.57% 11.91%
5 Year 23.06% 17.86%

SIP Return Analysis

Scheme Name HDFC Flexi Cap Fund - Growth Plan Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan
6 Month - -
1 Year 27.09% 21.49%
3 Year 29.09% 21.94%
5 Year 28.78% 20.86%

Rolling Lumpsum Returns

Scheme Name HDFC Flexi Cap Fund - Growth Plan Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan
1 Year 18.58% 17.29%
3 Year 18.66% 16.34%
5 Year 18.53% 16.91%

Risk Management

Scheme Name HDFC Flexi Cap Fund - Growth Plan Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan
Standard Deviation 12.12% 12.55%
Sharp 1.51% 0.56%
Beta 0.86% 0.98%
Alpha 7.25% -1.25%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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
Fund Manage 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 12.96 3.81
Large Cap 75.31 74.07
Small Cap 8.4 8.98
Mid Cap 3.33 13.14

Sector Allocation

Scheme Name

HDFC Flexi Cap Fund - Growth Plan

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

Others 9.63 1.56
Telecom - Services 4.52 -
Petroleum Products 0.26 -
IT - Software 9.97 -
Construction 1.81 3.07
Banks 35.17 -
Realty 5.23 -
Pharmaceuticals & Biotechnology 8.83 -
Automobiles 4.92 -
Aerospace & Defense 2.37 -
Ferrous Metals 0.18 -
Healthcare Services 3.98 -
Insurance 4.04 2.8
IT - Services 0.43 -
Transport Services 0.19 -
Oil 0.39 -
Entertainment 0.34 -
Consumer Durables 1.15 -
Auto Components 2.6 -
Power 1.88 -
Leisure Services 1.06 -
Beverages 1.05 -
Energy - 4.06
Healthcare - 10.07
Communication - 4.78
Technology - 10.34
Materials - 1.29
Financial - 27.49
Metals & Mining - 4.07
Consumer Staples - 7.81
Capital Goods - 6.1
Chemicals - 1.19
Services - 2.72
Automobile - 7.27
Consumer Discretionary - 3.45
Diversified - 0.91
Unclassified - 1.02

Top Comparisons

Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan

3Y Returns8.1%

VS

UTI Conservative Hybrid Fund - Regular Plan - Growth Option UTI Conservative Hybrid Fund - Regular Plan - Growth Option

3Y Returns8.29%

Compare Now

Invesco India Flexi Cap Fund - Growth Invesco India Flexi Cap Fund - Growth

3Y Returns0%

VS

DSP Flexi Cap Fund - Regular Plan - Growth DSP Flexi Cap Fund - Regular Plan - Growth

3Y Returns12.38%

Compare Now

DSP Savings Fund - Regular Plan - Growth DSP Savings Fund - Regular Plan - Growth

3Y Returns6.01%

VS

UTI MMF-Discontinued - Regular Plan -Growth UTI MMF-Discontinued - Regular Plan -Growth

3Y Returns6.01%

Compare Now

Invesco India Arbitrage Fund - Growth Option Invesco India Arbitrage Fund - Growth Option

3Y Returns6.56%

VS

Edelweiss Arbitrage Fund- Regular Plan- Growth Option Edelweiss Arbitrage Fund- Regular Plan- Growth Option

3Y Returns6.23%

Compare Now
Request call back
Add to Cart Successfully