Sundaram Flexicap Fund Regular Growth vs HSBC Flexi Cap Fund compare
HSBC Flexi Cap Fund - Regular Growth
Sundaram Flexicap Fund Regular Growth
Chart Comparison
Overview
Scheme Name | HSBC Flexi Cap Fund - Regular Growth | Sundaram Flexicap Fund Regular Growth |
---|---|---|
Fund | HSBC Flexi Cap Fund - Regular Growth | Sundaram Flexicap Fund Regular Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹4680 Cr | ₹2123 Cr |
Min Investment | ₹5000 | ₹100 |
Min SIP Invesment | ₹500 | ₹100 |
Min Addl Investment | ₹1000 | ₹100 |
Launch Date | 24 Feb 2004 | 06 Sep 2022 |
Category | Flexi Cap | Flexi Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
Turn Over | 27% | 42% |
Expense Ratio | 1.93 | 2 |
Manager | Venugopal Manghat | Dwijendra Srivastava |
ISIN Code | INF336L01AF5 | INF903JA1LB8 |
Exits Load | HSBC Flexi Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Sundaram Flexi Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | HSBC Flexi Cap Fund - Regular Growth | Sundaram Flexicap Fund Regular Growth |
---|---|---|
1 Month | 3.68% | 3.66% |
6 Month | -7.55% | -3.66% |
1 Year | 10.86% | 10.98% |
3 Year | 15.72% | - |
5 Year | 24.93% | - |
SIP Return Analysis
Scheme Name | HSBC Flexi Cap Fund - Regular Growth | Sundaram Flexicap Fund Regular Growth |
---|---|---|
6 Month | -2.22% | 0.74% |
1 Year | -7.43% | -0.73% |
3 Year | 17.44% | - |
5 Year | 17.76% | - |
Rolling Lumpsum Returns
Scheme Name | HSBC Flexi Cap Fund - Regular Growth | Sundaram Flexicap Fund Regular Growth |
---|---|---|
1 Year | 15.75% | 25.7% |
3 Year | 12.91% | - |
5 Year | 13.75% | - |
Risk Management
Scheme Name | HSBC Flexi Cap Fund - Regular Growth | Sundaram Flexicap Fund Regular Growth |
---|---|---|
Standard Deviation | 15.323% | - |
Sharp | 0.455% | - |
Beta | 1.003% | - |
Alpha | 0.255% | - |
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Fund Managers
Scheme Name | HSBC Flexi Cap Fund - Regular Growth | Sundaram Flexicap Fund Regular Growth |
---|---|---|
Name | Venugopal Manghat | Dwijendra Srivastava |
Total AUM | ₹41442 Cr | ₹14140 Cr |
Funds Managed | 7 | 14 |
HSBC Flexi Cap Fund - Regular Growth | Sundaram Flexicap Fund Regular Growth |
Market Cap
Scheme Name |
HSBC Flexi Cap Fund - Regular Growth |
Sundaram Flexicap Fund Regular Growth |
---|---|---|
Others | 3.71 | 2.95 |
Large Cap | 51.36 | 71.33 |
Small Cap | 22.72 | 12.64 |
Mid Cap | 22.21 | 13.08 |
Sector Allocation
Scheme Name |
HSBC Flexi Cap Fund - Regular Growth |
Sundaram Flexicap Fund Regular Growth |
---|---|---|
Others | 2.43 | 3.46 |
Energy | 4.88 | 5.61 |
Industrials | 14.36 | 13.77 |
Technology | 13.99 | 8.91 |
Consumer Cyclical | 12.05 | 9.69 |
Consumer Defensive | 4.92 | 6.69 |
Financial Services | 25.6 | 31.92 |
Healthcare | 6.32 | 7.21 |
Basic Materials | 8.29 | 5.37 |
Real Estate | 2.05 | - |
Utilities | 2.24 | 1.44 |
Communication Services | 2.85 | 5.94 |
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