Tata Flexi Cap Fund vs HDFC Flexi Cap Fund compare
HDFC Flexi Cap Fund - Growth Plan
Tata Flexi Cap Fund -Regular Plan-Growth
Chart Comparison
| Scheme Name | HDFC Flexi Cap Fund - Growth Plan | Tata Flexi Cap Fund -Regular Plan-Growth |
|---|---|---|
| Fund | HDFC Flexi Cap Fund - Growth Plan | Tata Flexi Cap Fund -Regular Plan-Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹64929 Cr | ₹3009 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 01 Jan 1995 | 06 Sep 2018 |
| Category | Flexi Cap | Flexi Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
| Turn Over | 42.17% | 69.17% |
| Expense Ratio | 1.43 | 1.93 |
| Manager | Dhruv Muchhal | Amey Sathe |
| ISIN Code | INF179K01608 | INF277K019K2 |
| Exits Load | HDFC Flexi Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Tata Flexi Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
| Scheme Name | HDFC Flexi Cap Fund - Growth Plan | Tata Flexi Cap Fund -Regular Plan-Growth |
|---|---|---|
| 1 Month | -0.17% | -0.59% |
| 6 Month | 3.87% | 1.36% |
| 1 Year | 25.64% | 13.4% |
| 3 Year | 24.73% | 12.45% |
| 5 Year | 22.66% | 14.89% |
| Scheme Name | HDFC Flexi Cap Fund - Growth Plan | Tata Flexi Cap Fund -Regular Plan-Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 16.07% | 7.99% |
| 3 Year | 26.56% | 17.35% |
| 5 Year | 27.68% | 17.04% |
| Scheme Name | HDFC Flexi Cap Fund - Growth Plan | Tata Flexi Cap Fund -Regular Plan-Growth |
|---|---|---|
| 1 Year | 18.58% | 14.26% |
| 3 Year | 18.66% | 15.8% |
| 5 Year | 18.53% | 15.24% |
| Scheme Name | HDFC Flexi Cap Fund - Growth Plan | Tata Flexi Cap Fund -Regular Plan-Growth |
|---|---|---|
| Standard Deviation | 12.12% | 11.4% |
| Sharp | 1.51% | 0.57% |
| Beta | 0.86% | 0.85% |
| Alpha | 7.25% | -1.6% |
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| Scheme Name | HDFC Flexi Cap Fund - Growth Plan | Tata Flexi Cap Fund -Regular Plan-Growth |
|---|---|---|
| Name | Dhruv Muchhal | Amey Sathe |
| Total AUM | ₹520687 Cr | ₹11910 Cr |
| Fund Manage | 40 | 4 |
| HDFC Flexi Cap Fund - Growth Plan | Tata Flexi Cap Fund -Regular Plan-Growth |
| Scheme Name |
HDFC Flexi Cap Fund - Growth Plan |
Tata Flexi Cap Fund -Regular Plan-Growth |
|---|---|---|
| Others | 9.01 | 5.31 |
| Large Cap | 74.7 | 47.99 |
| Mid Cap | 3.09 | 19.09 |
| Small Cap | 13.2 | 27.61 |
| Scheme Name |
HDFC Flexi Cap Fund - Growth Plan |
Tata Flexi Cap Fund -Regular Plan-Growth |
|---|---|---|
| Others | 9.01 | 5.31 |
| Telecom - Services | 4.18 | 1.29 |
| Petroleum Products | 0.21 | 3.98 |
| IT - Software | 7.99 | 4.38 |
| Construction | 1.44 | 3.68 |
| Ferrous Metals | 1.27 | 1.28 |
| Banks | 35.11 | 22.27 |
| Realty | 4.35 | 2.64 |
| Agricultural, Commercial & Construction Vehicles | 0.46 | 1.74 |
| Pharmaceuticals & Biotechnology | 8.97 | 6.3 |
| Automobiles | 8.29 | 2.39 |
| Aerospace & Defense | 1.23 | - |
| Leisure Services | 1.46 | 0.97 |
| Consumer Durables | 1.11 | 3.93 |
| Healthcare Services | 3.34 | 1.75 |
| Cement & Cement Products | 1.27 | 4.62 |
| Insurance | 4.37 | 2.82 |
| IT - Services | 0.39 | - |
| Transport Services | 0.1 | 0.5 |
| Diversified FMCG | 0.36 | 2.27 |
| Entertainment | 0.26 | - |
| Auto Components | 2.5 | 2.14 |
| Power | 1.24 | - |
| Beverages | 1.09 | - |
| Personal Products | - | 2.81 |
| Finance | - | 9 |
| Industrial Manufacturing | - | 1.2 |
| Retailing | - | 3.21 |
| Food Products | - | 1.93 |
| Commercial Services & Supplies | - | 1.13 |
| Industrial Products | - | 2.92 |
| Transport Infrastructure | - | 1.37 |
| Capital Markets | - | 2.17 |
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