HDFC Flexi Cap Fund vs Tata Flexi Cap Fund compare

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tortoise-icon HDFC Flexi Cap Fund - Growth Plan

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tortoise-icon Tata Flexi Cap Fund -Regular Plan-Growth

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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 Tata Flexi Cap Fund -Regular Plan-Growth
Fund HDFC Flexi Cap Fund - Growth Plan Tata Flexi Cap Fund -Regular Plan-Growth
Investment Plan Growth Growth
Level of Risk Average Very High
Asset Size (Cr) ₹59103 Cr ₹2910 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹100 ₹1000
Launch Date 01 Jan 1995 05 Aug 2018
Category Flexi Cap Flexi Cap
Fund Type Open Ended Open Ended
Benchmark NIFTY 500 TRI NIFTY 500 TRI
Turn Over 42.17% 69.17%
Expense Ratio 1.46 1.94
Manager Dhruv Muchhal Amey Sathe
ISIN Code INF179K01608 INF277K019K2
Exits Load Exit load of 1% if redeemed within 1 year/365 For units more than 12% of the investments, an exit load of 1% if redeemed within 12 months./365

Trailing Lumpsum Returns

Scheme Name HDFC Flexi Cap Fund - Growth Plan Tata Flexi Cap Fund -Regular Plan-Growth
1 Month 0.96% -4.16%
6 Month 18.37% 11.07%
1 Year 43.72% 32.09%
3 Year 27.67% 13.09%
5 Year 24.69% 15.87%

SIP Return Analysis

Scheme Name HDFC Flexi Cap Fund - Growth Plan Tata Flexi Cap Fund -Regular Plan-Growth
6 Month - -
1 Year 19.39% 13.56%
3 Year 51.25% 31.33%
5 Year 100.41% 56.93%

Rolling Lumpsum Returns

Scheme Name HDFC Flexi Cap Fund - Growth Plan Tata Flexi Cap Fund -Regular Plan-Growth
1 Year 18.21% 13.92%
3 Year 18.68% 15.84%
5 Year 18.53% 15.14%

Risk Management

Scheme Name HDFC Flexi Cap Fund - Growth Plan Tata Flexi Cap Fund -Regular Plan-Growth
Standard Deviation 12.12% 11.4%
Sharp 1.51% 0.68%
Beta 0.86% 0.85%
Alpha 7.25% -1.37%

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Fund Managers

Scheme Name HDFC Flexi Cap Fund - Growth Plan Tata Flexi Cap Fund -Regular Plan-Growth
Name Dhruv Muchhal Amey Sathe
Total AUM ₹520687 Cr ₹11910 Cr
Fund Manage 40 4
HDFC Flexi Cap Fund - Growth Plan Tata Flexi Cap Fund -Regular Plan-Growth

Market Cap

Scheme Name

HDFC Flexi Cap Fund - Growth Plan

Tata Flexi Cap Fund -Regular Plan-Growth

Others 12.96 7.91
Large Cap 75.31 46.17
Small Cap 8.4 23.69
Mid Cap 3.33 22.23

Sector Allocation

Scheme Name

HDFC Flexi Cap Fund - Growth Plan

Tata Flexi Cap Fund -Regular Plan-Growth

Others 9.63 4.08
Telecom - Services 4.52 -
Petroleum Products 0.26 -
IT - Software 9.97 -
Construction 1.81 6.97
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 2
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 - 9.26
Technology - 4.96
Automobile - 2.92
Materials - 4.45
Consumer Staples - 7.21
Financial - 27.21
Metals & Mining - 2.46
Healthcare - 7.01
Capital Goods - 7.19
Communication - 1.54
Services - 8.25
Consumer Discretionary - 2.95
Chemicals - 1.54

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