HSBC Flexi Cap Fund vs Aditya Birla Sun Life Flexi Cap Fund compare
Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan
HSBC Flexi Cap Fund - Regular Growth
Chart Comparison
Overview
Scheme Name | Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan | HSBC Flexi Cap Fund - Regular Growth |
---|---|---|
Fund | Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan | HSBC Flexi Cap Fund - Regular Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹21417 Cr | ₹4680 Cr |
Min Investment | ₹100 | ₹5000 |
Min SIP Invesment | ₹1000 | ₹500 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 27 Aug 1998 | 24 Feb 2004 |
Category | Flexi Cap | Flexi Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
Turn Over | 20% | 27% |
Expense Ratio | 1.68 | 1.93 |
Manager | Dhaval Joshi | Venugopal Manghat |
ISIN Code | INF209K01AJ8 | INF336L01AF5 |
Exits Load | Aditya Birla Sun Life Flexi Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 | HSBC 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 | Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan | HSBC Flexi Cap Fund - Regular Growth |
---|---|---|
1 Month | -4.68% | -7.55% |
6 Month | -10.8% | -14.48% |
1 Year | 4.84% | 1.93% |
3 Year | 14.95% | 16.67% |
5 Year | 16.95% | 17.8% |
SIP Return Analysis
Scheme Name | Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan | HSBC Flexi Cap Fund - Regular Growth |
---|---|---|
6 Month | -8.38% | -12.88% |
1 Year | -11.1% | -18.92% |
3 Year | 12.76% | 13.37% |
5 Year | 14.96% | 15.95% |
Rolling Lumpsum Returns
Scheme Name | Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan | HSBC Flexi Cap Fund - Regular Growth |
---|---|---|
1 Year | 17.42% | 15.75% |
3 Year | 16.25% | 12.91% |
5 Year | 16.95% | 13.75% |
Risk Management
Scheme Name | Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan | HSBC Flexi Cap Fund - Regular Growth |
---|---|---|
Standard Deviation | 12.55% | 14.343% |
Sharp | 0.5% | 0.603% |
Beta | 0.97% | 0.978% |
Alpha | -0.81% | 0.75% |
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Fund Managers
Scheme Name | Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan | HSBC Flexi Cap Fund - Regular Growth |
---|---|---|
Name | Dhaval Joshi | Venugopal Manghat |
Total AUM | ₹361932 Cr | ₹41442 Cr |
Fund Manage | 55 | 7 |
Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan | HSBC Flexi Cap Fund - Regular Growth |
Market Cap
Scheme Name |
Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan |
HSBC Flexi Cap Fund - Regular Growth |
---|---|---|
Others | 2.96802 | 3.7128 |
Large Cap | 68.48317 | 51.35685 |
Small Cap | 10.35996 | 22.71618 |
Mid Cap | 18.18885 | 22.21421 |
Sector Allocation
Scheme Name |
Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan |
HSBC Flexi Cap Fund - Regular Growth |
---|---|---|
Others | 1.3816 | 2.43369 |
Communication Services | 3.17648 | 2.85417 |
Energy | 5.5394 | 4.88246 |
Technology | 11.13981 | 13.9897 |
Healthcare | 8.64773 | 6.31986 |
Industrials | 11.65588 | 14.36144 |
Financial Services | 30.81655 | 25.59933 |
Basic Materials | 8.10375 | 8.29306 |
Consumer Cyclical | 11.36718 | 12.05263 |
Utilities | 0.07599 | 2.24345 |
Consumer Defensive | 7.49516 | 4.91952 |
Real Estate | 0.60047 | 2.05073 |
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