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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 | 8.49% | 7.89% |
| 6 Month | -3.02% | -9.95% |
| 1 Year | 12.26% | 8.71% |
| 3 Year | 13.33% | 14.7% |
| 5 Year | 19.89% | 23.78% |
SIP Return Analysis
| Scheme Name | Tata Flexi Cap Fund -Regular Plan-Growth | HSBC Flexi Cap Fund - Regular Growth |
|---|---|---|
| 6 Month | 3.22% | -2.22% |
| 1 Year | 3.59% | -7.43% |
| 3 Year | 16.38% | 17.44% |
| 5 Year | 15.51% | 17.76% |
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 | 0.45% | 0.455% |
| Beta | 0.8% | 1.003% |
| Alpha | - | 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 | 3.13 | 3.71 |
| Large Cap | 58.34 | 51.36 |
| Mid Cap | 14.68 | 22.21 |
| Small Cap | 23.85 | 22.72 |
Sector Allocation
| Scheme Name |
Tata Flexi Cap Fund -Regular Plan-Growth |
HSBC Flexi Cap Fund - Regular Growth |
|---|---|---|
| Others | 3.02 | 2.43 |
| Energy | 4.28 | 4.88 |
| Basic Materials | 9.55 | 8.29 |
| Consumer Defensive | 9.62 | 4.92 |
| Industrials | 7.26 | 14.36 |
| Financial Services | 40.02 | 25.6 |
| Healthcare | 7.59 | 6.32 |
| Technology | 5.01 | 13.99 |
| Communication Services | 1.35 | 2.85 |
| Consumer Cyclical | 11.56 | 12.05 |
| Real Estate | 0.75 | 2.05 |
| Utilities | - | 2.24 |
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