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
Chart Comparison
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% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 |
Top Comparisons
Kotak Banking & Financial Services Fund - Regular Plan - Growth
3Y Returns0%
Bandhan Financial Services Fund - Regular (G)
3Y Returns0%
Franklin India Liquid Fund - Super Institutional Plan - Growth
3Y Returns6.71%
Franklin India Liquid Fund - Super Institutional Plan - Growth
3Y Returns6.71%
SBI Short Horizon Debt Fund - Ultra Short Term Fund - Institutional Plan - Growth
3Y Returns6.35%
UTI Ultra Short Duration Fund- Regular Plan - Growth Option
3Y Returns6.36%
Kotak Gold Fund Growth
3Y Returns18.17%
Edelweiss Gold and Silver ETF FOF - Regular Plan - Growth
3Y Returns0%