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

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HDFC Flexi Cap Fund - Growth Plan

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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

Scheme Name	HDFC Flexi Cap Fund - Growth Plan	Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan
1 Month	7.05%	6.31%
6 Month	-0.43%	-6.63%
1 Year	17.17%	10.66%
3 Year	21.61%	13.4%
5 Year	30.1%	22.95%

Scheme Name	HDFC Flexi Cap Fund - Growth Plan	Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan
6 Month	3.41%	1.18%
1 Year	6.84%	-0.39%
3 Year	23.29%	16.62%
5 Year	25.1%	16.68%

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%

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%	0.96%
Alpha	8.405%	-0.36%

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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

Scheme Name	HDFC Flexi Cap Fund - Growth Plan	Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan
Others	12.44	1.22
Large Cap	72.89	70.79
Mid Cap	4.37	17.25
Small Cap	10.31	10.72

Scheme Name	HDFC Flexi Cap Fund - Growth Plan	Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan
Others	10.1	1.22
Communication Services	4.33	-
Energy	0.19	-
Technology	5.99	-
Industrials	4.87	-
Basic Materials	4.67	-
Financial Services	38.64	-
Healthcare	10.33	-
Consumer Cyclical	15.43	-
Real Estate	2.97	-
Consumer Defensive	1.33	-
Utilities	1.14	-
Telecom - Services	-	3.14
Petroleum Products	-	5.4
IT - Software	-	10.03
Pharmaceuticals & Biotechnology	-	5.52
Construction	-	2.34
Finance	-	5.94
Consumer Durables	-	2.43
Banks	-	22.94
Non - Ferrous Metals	-	1.63
Cement & Cement Products	-	2.51
Healthcare Services	-	1.97
Electrical Equipment	-	2.2
Auto Components	-	4.82
Automobiles	-	5.47
Chemicals & Petrochemicals	-	2.51
Personal Products	-	1.18
Insurance	-	4.04
Industrial Products	-	3.32
Agricultural Food & other Products	-	1.68
Retailing	-	2.07
Fertilizers & Agrochemicals	-	0.4
Minerals & Mining	-	0.35
Transport Services	-	0.76
Industrial Manufacturing	-	0.42
Realty	-	0.58
Capital Markets	-	0.54
Ferrous Metals	-	1.17
Beverages	-	3.4