HDFC Flexi Cap Fund vs Tata Flexi Cap Fund compare

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HDFC Flexi Cap Fund - Growth Plan

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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	Very High	Very High
Asset Size (Cr)	₹65967 Cr	₹2886 Cr
Min Investment	₹100	₹5000
Min SIP Invesment	₹100	₹100
Min Addl Investment	₹100	₹1000
Launch Date	01 Jan 1995	06 Sep 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	1.42	1.94
Manager	Dhruv Muchhal	Amey Sathe
ISIN Code	INF179K01608	INF277K019K2
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	Tata Flexi Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Scheme Name	HDFC Flexi Cap Fund - Growth Plan	Tata Flexi Cap Fund -Regular Plan-Growth
1 Month	7.05%	8.49%
6 Month	-0.43%	-3.02%
1 Year	17.17%	12.26%
3 Year	21.61%	13.33%
5 Year	30.1%	19.89%

Scheme Name	HDFC Flexi Cap Fund - Growth Plan	Tata Flexi Cap Fund -Regular Plan-Growth
6 Month	-0.62%	-0.64%
1 Year	-0.66%	-3.92%
3 Year	20.41%	13.47%
5 Year	23.28%	13.71%

Scheme Name	HDFC Flexi Cap Fund - Growth Plan	Tata Flexi Cap Fund -Regular Plan-Growth
1 Year	18.75%	14.24%
3 Year	18.86%	15.51%
5 Year	18.67%	15.14%

Scheme Name	HDFC Flexi Cap Fund - Growth Plan	Tata Flexi Cap Fund -Regular Plan-Growth
Standard Deviation	12.345%	11.4%
Sharp	1.134%	0.45%
Beta	0.834%	0.8%
Alpha	8.405%	-

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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
Funds Managed	40	4
	HDFC Flexi Cap Fund - Growth Plan	Tata Flexi Cap Fund -Regular Plan-Growth

Scheme Name	HDFC Flexi Cap Fund - Growth Plan	Tata Flexi Cap Fund -Regular Plan-Growth
Others	12.44	3.13
Large Cap	72.89	58.34
Mid Cap	4.37	14.68
Small Cap	10.31	23.85

Scheme Name	HDFC Flexi Cap Fund - Growth Plan	Tata Flexi Cap Fund -Regular Plan-Growth
Others	10.1	3.02
Communication Services	4.33	1.35
Energy	0.19	4.28
Technology	5.99	5.01
Industrials	4.87	7.26
Basic Materials	4.67	9.55
Financial Services	38.64	40.02
Healthcare	10.33	7.59
Consumer Cyclical	15.43	11.56
Real Estate	2.97	0.75
Consumer Defensive	1.33	9.62
Utilities	1.14	-