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 Risk	Very High Risk
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	-0.56%	-2.29%
6 Month	-3.83%	-7.99%
1 Year	12.29%	8.11%
3 Year	21.78%	12.5%
5 Year	21.93%	13.65%

Scheme Name	HDFC Flexi Cap Fund - Growth Plan	Tata Flexi Cap Fund -Regular Plan-Growth
6 Month	-	-
1 Year	1.67%	-3.83%
3 Year	21.26%	13.03%
5 Year	24.46%	14.11%

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	12.445%	11.4%
Sharp	1.119%	0.47%
Beta	0.876%	0.83%
Alpha	6.835%	-0.76%

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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
Fund Manage	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	9.01	5.31
Large Cap	74.7	47.99
Mid Cap	3.09	19.09
Small Cap	13.2	27.61

Scheme Name	HDFC Flexi Cap Fund - Growth Plan	Tata Flexi Cap Fund -Regular Plan-Growth
Others	9.01	5.31
Telecom - Services	4.18	1.29
Petroleum Products	0.21	3.98
IT - Software	7.99	4.38
Construction	1.44	3.68
Ferrous Metals	1.27	1.28
Banks	35.11	22.27
Realty	4.35	2.64
Agricultural, Commercial & Construction Vehicles	0.46	1.74
Pharmaceuticals & Biotechnology	8.97	6.3
Automobiles	8.29	2.39
Aerospace & Defense	1.23	-
Leisure Services	1.46	0.97
Consumer Durables	1.11	3.93
Healthcare Services	3.34	1.75
Cement & Cement Products	1.27	4.62
Insurance	4.37	2.82
IT - Services	0.39	-
Transport Services	0.1	0.5
Diversified FMCG	0.36	2.27
Entertainment	0.26	-
Auto Components	2.5	2.14
Power	1.24	-
Beverages	1.09	-
Personal Products	-	2.81
Finance	-	9
Industrial Manufacturing	-	1.2
Retailing	-	3.21
Food Products	-	1.93
Commercial Services & Supplies	-	1.13
Industrial Products	-	2.92
Transport Infrastructure	-	1.37
Capital Markets	-	2.17