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HDFC Flexi Cap Fund vs Tata Flexi Cap Fund compare
HDFC Flexi Cap Fund - Growth Plan
Tata Flexi Cap Fund -Regular Plan-Growth
Chart Comparison
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 |
Trailing Lumpsum Returns
| Scheme Name | HDFC Flexi Cap Fund - Growth Plan | Tata Flexi Cap Fund -Regular Plan-Growth |
|---|---|---|
| 1 Month | 6.44% | 5.37% |
| 6 Month | -6.5% | -9.84% |
| 1 Year | 14.98% | 9.99% |
| 3 Year | 22.56% | 13.25% |
| 5 Year | 32.49% | 21.14% |
SIP Return Analysis
| Scheme Name | HDFC Flexi Cap Fund - Growth Plan | Tata Flexi Cap Fund -Regular Plan-Growth |
|---|---|---|
| 6 Month | -0.04% | -1.43% |
| 1 Year | 2.74% | -3.2% |
| 3 Year | 22.18% | 14.2% |
| 5 Year | 24.84% | 14.52% |
Rolling Lumpsum Returns
| 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% |
Risk Management
| Scheme Name | HDFC Flexi Cap Fund - Growth Plan | Tata Flexi Cap Fund -Regular Plan-Growth |
|---|---|---|
| Standard Deviation | 12.345% | 11.4% |
| Sharp | 1.134% | 0.47% |
| Beta | 0.834% | 0.8% |
| Alpha | 8.405% | 0.34% |
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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 |
| Funds Managed | 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 | 12.44 | 2.85 |
| Large Cap | 72.89 | 56.99 |
| Mid Cap | 4.37 | 15.63 |
| Small Cap | 10.31 | 24.53 |
Sector Allocation
| Scheme Name |
HDFC Flexi Cap Fund - Growth Plan |
Tata Flexi Cap Fund -Regular Plan-Growth |
|---|---|---|
| Others | 10.1 | 2.75 |
| Communication Services | 4.33 | 1.37 |
| Energy | 0.19 | 4.27 |
| Technology | 5.99 | 5.58 |
| Industrials | 4.87 | 7.54 |
| Basic Materials | 4.67 | 9.67 |
| Financial Services | 38.64 | 38.78 |
| Healthcare | 10.33 | 7.6 |
| Consumer Cyclical | 15.43 | 11.52 |
| Real Estate | 2.97 | 0.93 |
| Consumer Defensive | 1.33 | 9.99 |
| Utilities | 1.14 | - |
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