Sundaram Flexicap Fund Regular Growth vs HSBC Flexi Cap Fund compare

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tortoise-icon HSBC Flexi Cap Fund - Regular Growth

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tortoise-icon Sundaram Flexicap Fund Regular Growth

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Chart Comparison

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

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) ₹4943 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 -6.71% -4.31%
6 Month -3.21% -3.05%
1 Year 17.6% 10.48%
3 Year 14.17% -
5 Year 17.95% -

SIP Return Analysis

Scheme Name HSBC Flexi Cap Fund - Regular Growth Sundaram Flexicap Fund Regular Growth
6 Month - -
1 Year 6.82% 3.21%
3 Year 22.06% -
5 Year 21.42% -

Rolling Lumpsum Returns

Scheme Name HSBC Flexi Cap Fund - Regular Growth Sundaram Flexicap Fund Regular Growth
1 Year 15.55% 27.63%
3 Year 12.7% -
5 Year 13.61% -

Risk Management

Scheme Name HSBC Flexi Cap Fund - Regular Growth Sundaram Flexicap Fund Regular Growth
Standard Deviation 11.4% 8.4%
Sharp 1.08% -
Beta 0.95% -
Alpha 1.39% -

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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
Fund Manage 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 2.69 3.68
Large Cap 51.59 75.13
Small Cap 23.51 13.19
Mid Cap 22.21 8.02

Sector Allocation

Scheme Name

HSBC Flexi Cap Fund - Regular Growth

Sundaram Flexicap Fund Regular Growth

Others 2.69 0.59
Petroleum Products 2.87 -
Electrical Equipment 4.44 -
IT - Software 10.94 -
Construction 3.08 6.18
Retailing 4.36 -
Diversified FMCG 2.42 -
Insurance 0.77 -
Banks 14.12 -
Pharmaceuticals & Biotechnology 4.36 -
Aerospace & Defense 2.41 -
Chemicals & Petrochemicals 1.4 -
Industrial Products 2.41 -
Realty 1.31 -
Automobiles 2.89 -
Personal Products 1.34 -
Capital Markets 3.61 -
Finance 5.78 -
Power 2.47 -
Beverages 2.25 -
Gas 1.22 -
Ferrous Metals 1.76 -
Consumer Durables 3.04 -
Oil 0.91 -
Cement & Cement Products 2.06 -
Telecom - Services 2.65 -
Healthcare Services 1.42 -
Financial Technology (Fintech) 1.28 -
Industrial Manufacturing 2.23 -
Fertilizers & Agrochemicals 1.42 -
Textiles & Apparels 0.77 -
Auto Components 2.75 -
Leisure Services 0.93 -
Transport Infrastructure 0.79 -
Paper, Forest & Jute Products 0.85 -
Energy - 9.77
Technology - 7.52
Financial - 29.63
Materials - 4.04
Consumer Staples - 6.47
Healthcare - 7.87
Metals & Mining - 1.32
Services - 13.32
Automobile - 3.88
Consumer Discretionary - 3.03
Capital Goods - 0.88
Chemicals - 1.7
Communication - 3.82

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