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
| 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 |
| Scheme Name | Tata Flexi Cap Fund -Regular Plan-Growth | HSBC Flexi Cap Fund - Regular Growth |
|---|---|---|
| 1 Month | 6.74% | 2.65% |
| 6 Month | 25.74% | 21.35% |
| 1 Year | 34.35% | 47.97% |
| 3 Year | 14.92% | 21.02% |
| 5 Year | 19.22% | 22.94% |
| 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% |
| Scheme Name | Tata Flexi Cap Fund -Regular Plan-Growth | HSBC Flexi Cap Fund - Regular Growth |
|---|---|---|
| 1 Year | 18.03% | 23.2% |
| 3 Year | 43.18% | 58.23% |
| 5 Year | 62.15% | 87.68% |
| Scheme Name | Tata Flexi Cap Fund -Regular Plan-Growth | HSBC Flexi Cap Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 11.4% | 11.4% |
| Sharp | 0.71% | 1.08% |
| Beta | 0.85% | 0.95% |
| Alpha | -1.49% | 1.39% |
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| 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 |
| 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 |
| 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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