HSBC Flexi Cap Fund vs HDFC Flexi Cap Fund compare
HDFC Flexi Cap Fund - Growth Plan
HSBC Flexi Cap Fund - Regular Growth
Chart Comparison
Overview
Scheme Name | HDFC Flexi Cap Fund - Growth Plan | HSBC Flexi Cap Fund - Regular Growth |
---|---|---|
Fund | HDFC Flexi Cap Fund - Growth Plan | HSBC Flexi Cap Fund - Regular Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹65967 Cr | ₹4680 Cr |
Min Investment | ₹100 | ₹5000 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 01 Jan 1995 | 24 Feb 2004 |
Category | Flexi Cap | Flexi Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
Turn Over | 42.17% | 27% |
Expense Ratio | 1.42 | 1.93 |
Manager | Dhruv Muchhal | Venugopal Manghat |
ISIN Code | INF179K01608 | INF336L01AF5 |
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 | 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 | HDFC Flexi Cap Fund - Growth Plan | HSBC Flexi Cap Fund - Regular Growth |
---|---|---|
1 Month | 4.38% | 3.68% |
6 Month | 0.47% | -7.55% |
1 Year | 18.77% | 10.86% |
3 Year | 22.11% | 15.72% |
5 Year | 31.32% | 24.93% |
SIP Return Analysis
Scheme Name | HDFC Flexi Cap Fund - Growth Plan | HSBC Flexi Cap Fund - Regular Growth |
---|---|---|
6 Month | 3.41% | -2.22% |
1 Year | 6.84% | -7.43% |
3 Year | 23.29% | 17.44% |
5 Year | 25.1% | 17.76% |
Rolling Lumpsum Returns
Scheme Name | HDFC Flexi Cap Fund - Growth Plan | HSBC Flexi Cap Fund - Regular Growth |
---|---|---|
1 Year | 18.75% | 15.75% |
3 Year | 18.86% | 12.91% |
5 Year | 18.67% | 13.75% |
Risk Management
Scheme Name | HDFC Flexi Cap Fund - Growth Plan | HSBC Flexi Cap Fund - Regular Growth |
---|---|---|
Standard Deviation | 12.345% | 15.323% |
Sharp | 1.134% | 0.455% |
Beta | 0.834% | 1.003% |
Alpha | 8.405% | 0.255% |
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Fund Managers
Scheme Name | HDFC Flexi Cap Fund - Growth Plan | HSBC Flexi Cap Fund - Regular Growth |
---|---|---|
Name | Dhruv Muchhal | Venugopal Manghat |
Total AUM | ₹520687 Cr | ₹41442 Cr |
Funds Managed | 40 | 7 |
HDFC Flexi Cap Fund - Growth Plan | HSBC Flexi Cap Fund - Regular Growth |
Market Cap
Scheme Name |
HDFC Flexi Cap Fund - Growth Plan |
HSBC Flexi Cap Fund - Regular Growth |
---|---|---|
Others | 12.44 | 3.71 |
Large Cap | 72.89 | 51.36 |
Mid Cap | 4.37 | 22.21 |
Small Cap | 10.31 | 22.72 |
Sector Allocation
Scheme Name |
HDFC Flexi Cap Fund - Growth Plan |
HSBC Flexi Cap Fund - Regular Growth |
---|---|---|
Others | 10.1 | 2.43 |
Communication Services | 4.33 | 2.85 |
Energy | 0.19 | 4.88 |
Technology | 5.99 | 13.99 |
Industrials | 4.87 | 14.36 |
Basic Materials | 4.67 | 8.29 |
Financial Services | 38.64 | 25.6 |
Healthcare | 10.33 | 6.32 |
Consumer Cyclical | 15.43 | 12.05 |
Real Estate | 2.97 | 2.05 |
Consumer Defensive | 1.33 | 4.92 |
Utilities | 1.14 | 2.24 |
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