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

HDFC Flexi Cap Fund - Growth Plan

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

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)	₹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

Scheme Name	HDFC Flexi Cap Fund - Growth Plan	Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan
1 Month	0.96%	6.81%
6 Month	18.37%	19.9%
1 Year	43.72%	37.47%
3 Year	27.67%	15.91%
5 Year	24.69%	21.61%

Scheme Name	HDFC Flexi Cap Fund - Growth Plan	Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan
6 Month	-	-
1 Year	19.39%	15.35%
3 Year	51.25%	34.1%
5 Year	100.41%	66.01%

Scheme Name	HDFC Flexi Cap Fund - Growth Plan	Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan
1 Year	26.55%	21.14%
3 Year	74.39%	49.92%
5 Year	107.42%	72.67%

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%	0.82%
Beta	0.86%	0.96%
Alpha	7.25%	-2.34%

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

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