HSBC Flexi Cap Fund vs Tata Flexi Cap Fund compare

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Tata Flexi Cap Fund -Regular Plan-Growth

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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 Risk	Very High Risk
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

Scheme Name	Tata Flexi Cap Fund -Regular Plan-Growth	HSBC Flexi Cap Fund - Regular Growth
1 Month	-2.29%	-6.09%
6 Month	-7.99%	-11.78%
1 Year	8.11%	5.15%
3 Year	12.51%	13.85%
5 Year	13.65%	15.95%

Scheme Name	Tata Flexi Cap Fund -Regular Plan-Growth	HSBC Flexi Cap Fund - Regular Growth
6 Month	-	-
1 Year	-3.42%	-10.86%
3 Year	13.43%	15.63%
5 Year	14.6%	17.74%

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%

Scheme Name	Tata Flexi Cap Fund -Regular Plan-Growth	HSBC Flexi Cap Fund - Regular Growth
Standard Deviation	11.4%	14.343%
Sharp	0.47%	0.603%
Beta	0.83%	0.978%
Alpha	-0.76%	0.75%

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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	5.31	1.13
Large Cap	47.99	50.96
Mid Cap	19.09	24.76
Small Cap	27.61	23.15

Scheme Name	Tata Flexi Cap Fund -Regular Plan-Growth	HSBC Flexi Cap Fund - Regular Growth
Others	5.31	1.13
Petroleum Products	3.98	2.7
Cement & Cement Products	4.62	2.09
Personal Products	2.81	0.51
Construction	3.68	3.29
Finance	9	5.51
Ferrous Metals	1.28	1.81
Consumer Durables	3.93	3.3
Insurance	2.82	0.72
Pharmaceuticals & Biotechnology	6.3	4.8
Banks	22.27	13.75
Realty	2.64	2.26
Agricultural, Commercial & Construction Vehicles	1.74	-
Industrial Manufacturing	1.2	2.79
Telecom - Services	1.29	2.59
Diversified FMCG	2.27	2.33
Retailing	3.21	4.66
Food Products	1.93	-
Leisure Services	0.97	1.04
Transport Services	0.5	-
Auto Components	2.14	2.66
Healthcare Services	1.75	1.36
IT - Software	4.38	11.24
Automobiles	2.39	2.88
Commercial Services & Supplies	1.13	-
Industrial Products	2.92	2.4
Transport Infrastructure	1.37	0.81
Capital Markets	2.17	3.69
Electrical Equipment	-	4.97
Aerospace & Defense	-	2.64
Chemicals & Petrochemicals	-	1.28
Power	-	2.35
Beverages	-	2.36
Gas	-	1.11
Oil	-	0.8
Financial Technology (Fintech)	-	1.43
Fertilizers & Agrochemicals	-	1.3
Textiles & Apparels	-	0.97
Paper, Forest & Jute Products	-	0.47