SBI Flexicap Fund vs HSBC Flexi Cap Fund compare
SBI Flexicap Fund - REGULAR PLAN -Growth Option
HSBC Flexi Cap Fund - Regular Growth
Chart Comparison
Overview
Scheme Name | SBI Flexicap Fund - REGULAR PLAN -Growth Option | HSBC Flexi Cap Fund - Regular Growth |
---|---|---|
Fund | SBI Flexicap Fund - REGULAR PLAN -Growth Option | HSBC Flexi Cap Fund - Regular Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹21593 Cr | ₹4680 Cr |
Min Investment | ₹1000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 29 Sep 2005 | 24 Feb 2004 |
Category | Flexi Cap | Flexi Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | BSE 500 TRI | NIFTY 500 TRI |
Turn Over | 55% | 27% |
Expense Ratio | 1.67 | 1.93 |
Manager | Pradeep Kesavan | Venugopal Manghat |
ISIN Code | INF200K01222 | INF336L01AF5 |
Exits Load | SBI Flexi Cap Fund - Regular Plan - Growth charges 0.1% of sell value; if fund sold before 30 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 | SBI Flexicap Fund - REGULAR PLAN -Growth Option | HSBC Flexi Cap Fund - Regular Growth |
---|---|---|
1 Month | 4.73% | 8.39% |
6 Month | -12.01% | -13.44% |
1 Year | 4.92% | 7.67% |
3 Year | 10.34% | 15.42% |
5 Year | 22.36% | 25.41% |
SIP Return Analysis
Scheme Name | SBI Flexicap Fund - REGULAR PLAN -Growth Option | HSBC Flexi Cap Fund - Regular Growth |
---|---|---|
6 Month | -3.51% | -5.35% |
1 Year | -8.22% | -10% |
3 Year | 10.88% | 16.84% |
5 Year | 13.69% | 17.78% |
Rolling Lumpsum Returns
Scheme Name | SBI Flexicap Fund - REGULAR PLAN -Growth Option | HSBC Flexi Cap Fund - Regular Growth |
---|---|---|
1 Year | 13.06% | 15.75% |
3 Year | 12.84% | 12.91% |
5 Year | 12.81% | 13.75% |
Risk Management
Scheme Name | SBI Flexicap Fund - REGULAR PLAN -Growth Option | HSBC Flexi Cap Fund - Regular Growth |
---|---|---|
Standard Deviation | 10.98% | 15.323% |
Sharp | 0.29% | 0.455% |
Beta | 0.85% | 1.003% |
Alpha | -2.08% | 0.255% |
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Fund Managers
Scheme Name | SBI Flexicap Fund - REGULAR PLAN -Growth Option | HSBC Flexi Cap Fund - Regular Growth |
---|---|---|
Name | Pradeep Kesavan | Venugopal Manghat |
Total AUM | ₹434274 Cr | ₹41442 Cr |
Funds Managed | 43 | 7 |
SBI Flexicap Fund - REGULAR PLAN -Growth Option | HSBC Flexi Cap Fund - Regular Growth |
Market Cap
Scheme Name |
SBI Flexicap Fund - REGULAR PLAN -Growth Option |
HSBC Flexi Cap Fund - Regular Growth |
---|---|---|
Others | 14.01 | 3.71 |
Large Cap | 50.99 | 51.36 |
Small Cap | 17.74 | 22.72 |
Mid Cap | 17.26 | 22.21 |
Sector Allocation
Scheme Name |
SBI Flexicap Fund - REGULAR PLAN -Growth Option |
HSBC Flexi Cap Fund - Regular Growth |
---|---|---|
Others | 7.82 | 2.43 |
Energy | 4.58 | 4.88 |
Technology | 10.09 | 13.99 |
Industrials | 7.5 | 14.36 |
Basic Materials | 7.04 | 8.29 |
Financial Services | 27.7 | 25.6 |
Healthcare | 6.34 | 6.32 |
Consumer Cyclical | 16.13 | 12.05 |
Consumer Defensive | 4.84 | 4.92 |
Communication Services | 6.11 | 2.85 |
Utilities | 1.85 | 2.24 |
Real Estate | - | 2.05 |
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