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 3.76% 2.23%
6 Month 5.98% 4.85%
1 Year 30.11% 15.19%
3 Year 18.18% -
5 Year 20.19% -

SIP Return Analysis

Scheme Name HSBC Flexi Cap Fund - Regular Growth Sundaram Flexicap Fund Regular Growth
6 Month - -
1 Year 22.26% 12.46%
3 Year 26.78% -
5 Year 24.3% -

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 2.71 3.68
Large Cap 59.05 75.13
Mid Cap 18.15 8.02
Small Cap 20.09 13.19

Sector Allocation

Scheme Name

HSBC Flexi Cap Fund - Regular Growth

Sundaram Flexicap Fund Regular Growth

Others 1.22 0.59
Energy 7.73 9.77
Capital Goods 11.13 0.88
Technology 7.44 7.52
Materials 3.71 4.04
Healthcare 5.68 7.87
Construction 6.3 6.18
Services 6.82 13.32
Consumer Staples 8.51 6.47
Insurance 1.08 -
Financial 21.81 29.63
Automobile 8.04 3.88
Metals & Mining 3.45 1.32
Consumer Discretionary 1.17 3.03
Diversified 1.22 -
Communication 2.75 3.82
Chemicals 1.94 1.7

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