HSBC Flexi Cap Fund vs Tata Flexi Cap Fund compare
Tata Flexi Cap Fund -Regular Plan-Growth
HSBC Flexi Cap Fund - Regular Growth
Chart Comparison
Overview
Scheme Name | Tata Flexi Cap Fund -Regular Plan-Growth | HSBC Flexi Cap Fund - Regular Growth |
---|---|---|
Fund | Tata Flexi Cap Fund -Regular Plan-Growth | HSBC Flexi Cap Fund - Regular Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹2886 Cr | ₹4680 Cr |
Min Investment | ₹5000 | ₹5000 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 06 Sep 2018 | 24 Feb 2004 |
Category | Flexi Cap | Flexi Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
Turn Over | 69.17% | 27% |
Expense Ratio | 1.94 | 1.93 |
Manager | Amey Sathe | Venugopal Manghat |
ISIN Code | INF277K019K2 | INF336L01AF5 |
Exits Load | Tata 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 | Tata Flexi Cap Fund -Regular Plan-Growth | HSBC Flexi Cap Fund - Regular Growth |
---|---|---|
1 Month | 5.37% | 8.39% |
6 Month | -9.84% | -13.44% |
1 Year | 9.99% | 7.67% |
3 Year | 13.26% | 15.42% |
5 Year | 21.13% | 25.41% |
SIP Return Analysis
Scheme Name | Tata Flexi Cap Fund -Regular Plan-Growth | HSBC Flexi Cap Fund - Regular Growth |
---|---|---|
6 Month | -2.41% | -7.63% |
1 Year | -3.72% | -11.5% |
3 Year | 14.33% | 16.69% |
5 Year | 14.57% | 17.66% |
Rolling Lumpsum Returns
Scheme Name | Tata Flexi Cap Fund -Regular Plan-Growth | HSBC Flexi Cap Fund - Regular Growth |
---|---|---|
1 Year | 14.24% | 15.75% |
3 Year | 15.51% | 12.91% |
5 Year | 15.14% | 13.75% |
Risk Management
Scheme Name | Tata Flexi Cap Fund -Regular Plan-Growth | HSBC Flexi Cap Fund - Regular Growth |
---|---|---|
Standard Deviation | 11.4% | 15.323% |
Sharp | 0.47% | 0.455% |
Beta | 0.8% | 1.003% |
Alpha | 0.34% | 0.255% |
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Fund Managers
Scheme Name | Tata Flexi Cap Fund -Regular Plan-Growth | HSBC Flexi Cap Fund - Regular Growth |
---|---|---|
Name | Amey Sathe | Venugopal Manghat |
Total AUM | ₹11910 Cr | ₹41442 Cr |
Funds Managed | 4 | 7 |
Tata Flexi Cap Fund -Regular Plan-Growth | HSBC Flexi Cap Fund - Regular Growth |
Market Cap
Scheme Name |
Tata Flexi Cap Fund -Regular Plan-Growth |
HSBC Flexi Cap Fund - Regular Growth |
---|---|---|
Others | 2.85 | 3.71 |
Large Cap | 56.99 | 51.36 |
Mid Cap | 15.63 | 22.21 |
Small Cap | 24.53 | 22.72 |
Sector Allocation
Scheme Name |
Tata Flexi Cap Fund -Regular Plan-Growth |
HSBC Flexi Cap Fund - Regular Growth |
---|---|---|
Others | 2.75 | 2.43 |
Energy | 4.27 | 4.88 |
Basic Materials | 9.67 | 8.29 |
Consumer Defensive | 9.99 | 4.92 |
Industrials | 7.54 | 14.36 |
Financial Services | 38.78 | 25.6 |
Healthcare | 7.6 | 6.32 |
Technology | 5.58 | 13.99 |
Communication Services | 1.37 | 2.85 |
Consumer Cyclical | 11.52 | 12.05 |
Real Estate | 0.93 | 2.05 |
Utilities | - | 2.24 |
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