HDFC Flexi Cap Fund vs Edelweiss Flexi Cap Fund compare

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tortoise-icon HDFC Flexi Cap Fund - Growth Plan

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tortoise-icon Edelweiss Flexi Cap Fund - Regular Plan - Growth Option

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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 Edelweiss Flexi Cap Fund - Regular Plan - Growth Option
Fund HDFC Flexi Cap Fund - Growth Plan Edelweiss Flexi Cap Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Average Very High
Asset Size (Cr) ₹59103 Cr ₹2138 Cr
Min Investment ₹100 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹100 ₹100
Launch Date 01 Jan 1995 05 Jan 2015
Category Flexi Cap Flexi Cap
Fund Type Open Ended Open Ended
Benchmark NIFTY 500 TRI NIFTY 500 TRI
Turn Over 42.17% 49%
Expense Ratio 1.46 1.99
Manager Dhruv Muchhal Trideep Bhattacharya
ISIN Code INF179K01608 INF843K01KN5
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 Edelweiss Flexi Cap Fund - Regular Plan - Growth Option
1 Month 0.96% -5.14%
6 Month 18.37% 17.36%
1 Year 43.72% 44.24%
3 Year 27.67% 17.86%
5 Year 24.69% 21.14%

SIP Return Analysis

Scheme Name HDFC Flexi Cap Fund - Growth Plan Edelweiss Flexi Cap Fund - Regular Plan - Growth Option
6 Month - -
1 Year 19.39% 20.14%
3 Year 51.25% 42.98%
5 Year 100.41% 79.68%

Rolling Lumpsum Returns

Scheme Name HDFC Flexi Cap Fund - Growth Plan Edelweiss Flexi Cap Fund - Regular Plan - Growth Option
1 Year 18.21% 13.34%
3 Year 18.68% 14.8%
5 Year 18.53% 13.65%

Risk Management

Scheme Name HDFC Flexi Cap Fund - Growth Plan Edelweiss Flexi Cap Fund - Regular Plan - Growth Option
Standard Deviation 12.12% 12.65%
Sharp 1.51% 1.01%
Beta 0.86% 0.98%
Alpha 7.25% 2.49%

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Fund Managers

Scheme Name HDFC Flexi Cap Fund - Growth Plan Edelweiss Flexi Cap Fund - Regular Plan - Growth Option
Name Dhruv Muchhal Trideep Bhattacharya
Total AUM ₹520687 Cr ₹0 Cr
Fund Manage 40 9
HDFC Flexi Cap Fund - Growth Plan Edelweiss Flexi Cap Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

HDFC Flexi Cap Fund - Growth Plan

Edelweiss Flexi Cap Fund - Regular Plan - Growth Option

Others 12.96 4.52
Large Cap 75.31 67.48
Small Cap 8.4 6.52
Mid Cap 3.33 21.48

Sector Allocation

Scheme Name

HDFC Flexi Cap Fund - Growth Plan

Edelweiss Flexi Cap Fund - Regular Plan - Growth Option

Others 9.63 0.62
Telecom - Services 4.52 -
Petroleum Products 0.26 -
IT - Software 9.97 -
Construction 1.81 7.1
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 -
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 - 6.26
Technology - 7.45
Consumer Staples - 4.55
Financial - 24.63
Metals & Mining - 4.86
Healthcare - 3.63
Automobile - 9.65
Capital Goods - 15
Communication - 3.13
Materials - 5.42
Consumer Discretionary - 2.16
Services - 5.24
Chemicals - 0.3

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