HSBC Flexi Cap Fund vs Tata Flexi Cap Fund compare

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tortoise-icon Tata Flexi Cap Fund -Regular Plan-Growth

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tortoise-icon HSBC Flexi Cap Fund - Regular Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹2910 Cr ₹4806 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 05 Aug 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 1.95
Manager Amey Sathe Venugopal Manghat
ISIN Code INF277K019K2 INF336L01AF5
Exits Load For units more than 12% of the investments, an exit load of 1% if redeemed within 12 months./365 Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 1 year./365

Trailing Lumpsum Returns

Scheme Name Tata Flexi Cap Fund -Regular Plan-Growth HSBC Flexi Cap Fund - Regular Growth
1 Month -4.16% 2.65%
6 Month 11.07% 21.35%
1 Year 32.09% 47.97%
3 Year 13.09% 21.02%
5 Year 15.87% 22.94%

SIP Return Analysis

Scheme Name Tata Flexi Cap Fund -Regular Plan-Growth HSBC Flexi Cap Fund - Regular Growth
6 Month - -
1 Year 13.56% 20.32%
3 Year 31.33% 43.91%
5 Year 56.93% 79.07%

Rolling Lumpsum Returns

Scheme Name Tata Flexi Cap Fund -Regular Plan-Growth HSBC Flexi Cap Fund - Regular Growth
1 Year 13.92% 15.5%
3 Year 15.84% 12.82%
5 Year 15.14% 13.56%

Risk Management

Scheme Name Tata Flexi Cap Fund -Regular Plan-Growth HSBC Flexi Cap Fund - Regular Growth
Standard Deviation 11.4% 11.4%
Sharp 0.68% 1.08%
Beta 0.85% 0.95%
Alpha -1.37% 1.39%

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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
Fund Manage 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 7.91 2.71
Large Cap 46.17 59.05
Small Cap 23.69 20.09
Mid Cap 22.23 18.15

Sector Allocation

Scheme Name

Tata Flexi Cap Fund -Regular Plan-Growth

HSBC Flexi Cap Fund - Regular Growth

Others 4.08 1.22
Energy 9.26 7.73
Technology 4.96 7.44
Automobile 2.92 8.04
Materials 4.45 3.71
Consumer Staples 7.21 8.51
Construction 6.97 6.3
Financial 27.21 21.81
Metals & Mining 2.46 3.45
Insurance 2 1.08
Healthcare 7.01 5.68
Capital Goods 7.19 11.13
Communication 1.54 2.75
Services 8.25 6.82
Consumer Discretionary 2.95 1.17
Chemicals 1.54 1.94
Diversified - 1.22

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