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 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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