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 Risk	Very High Risk
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	-0.56%	-3.05%
6 Month	-3.83%	-8.52%
1 Year	12.29%	7.04%
3 Year	21.78%	12.82%
5 Year	21.93%	14.91%

Scheme Name	HDFC Flexi Cap Fund - Growth Plan	Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan
6 Month	-	-
1 Year	1.29%	-5.79%
3 Year	21.38%	14.23%
5 Year	24.87%	16.35%

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	12.445%	12.55%
Sharp	1.119%	0.5%
Beta	0.876%	0.97%
Alpha	6.835%	-0.81%

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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
Fund Manage	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	9.01	0.98
Large Cap	74.7	67.65
Mid Cap	3.09	17.83
Small Cap	13.2	13.11

Scheme Name	HDFC Flexi Cap Fund - Growth Plan	Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan
Others	9.01	0.98
Telecom - Services	4.18	3.25
Petroleum Products	0.21	5.03
IT - Software	7.99	10.74
Construction	1.44	2.89
Ferrous Metals	1.27	0.98
Banks	35.11	20.57
Realty	4.35	0.59
Agricultural, Commercial & Construction Vehicles	0.46	-
Pharmaceuticals & Biotechnology	8.97	6.63
Automobiles	8.29	5.24
Aerospace & Defense	1.23	0.51
Leisure Services	1.46	-
Consumer Durables	1.11	4.27
Healthcare Services	3.34	2.27
Cement & Cement Products	1.27	2.5
Insurance	4.37	3.99
IT - Services	0.39	-
Transport Services	0.1	0.57
Diversified FMCG	0.36	-
Entertainment	0.26	0.43
Auto Components	2.5	4.54
Power	1.24	-
Beverages	1.09	3.94
Finance	-	4.45
Non - Ferrous Metals	-	1.22
Paper, Forest & Jute Products	-	0.56
Electrical Equipment	-	2.5
Chemicals & Petrochemicals	-	2.23
Personal Products	-	1.11
Industrial Products	-	2.85
Agricultural Food & other Products	-	1.47
Retailing	-	1.86
Fertilizers & Agrochemicals	-	0.24
Minerals & Mining	-	0.37
Industrial Manufacturing	-	0.26
Capital Markets	-	0.53