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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 Risk 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 -6.09% -2.15%
6 Month -11.78% -7.75%
1 Year 5.15% 5.97%
3 Year 13.85% -
5 Year 15.95% -

SIP Return Analysis

Scheme Name HSBC Flexi Cap Fund - Regular Growth Sundaram Flexicap Fund Regular Growth
6 Month - -
1 Year -10.86% -4.8%
3 Year 15.63% -
5 Year 17.74% -

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 14.343% -
Sharp 0.603% -
Beta 0.978% -
Alpha 0.75% -

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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 1.13 3.68
Large Cap 50.96 75.13
Small Cap 23.15 13.19
Mid Cap 24.76 8.02

Sector Allocation

Scheme Name

HSBC Flexi Cap Fund - Regular Growth

Sundaram Flexicap Fund Regular Growth

Others 1.13 0.59
Petroleum Products 2.7 -
Electrical Equipment 4.97 -
IT - Software 11.24 -
Construction 3.29 6.18
Retailing 4.66 -
Diversified FMCG 2.33 -
Insurance 0.72 -
Banks 13.75 -
Pharmaceuticals & Biotechnology 4.8 -
Aerospace & Defense 2.64 -
Chemicals & Petrochemicals 1.28 -
Industrial Products 2.4 -
Realty 2.26 -
Automobiles 2.88 -
Personal Products 0.51 -
Capital Markets 3.69 -
Finance 5.51 -
Power 2.35 -
Beverages 2.36 -
Gas 1.11 -
Ferrous Metals 1.81 -
Consumer Durables 3.3 -
Oil 0.8 -
Cement & Cement Products 2.09 -
Telecom - Services 2.59 -
Healthcare Services 1.36 -
Financial Technology (Fintech) 1.43 -
Industrial Manufacturing 2.79 -
Fertilizers & Agrochemicals 1.3 -
Textiles & Apparels 0.97 -
Auto Components 2.66 -
Leisure Services 1.04 -
Transport Infrastructure 0.81 -
Paper, Forest & Jute Products 0.47 -
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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