Aditya Birla Sun Life Flexi Cap Fund vs HDFC Flexi Cap Fund compare

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HDFC Flexi Cap Fund - Growth Plan

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Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan

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Chart Comparison

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

Overview

Scheme Name	HDFC Flexi Cap Fund - Growth Plan	Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan
Fund	HDFC Flexi Cap Fund - Growth Plan	Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹85560 Cr	₹23266 Cr
Min Investment	₹100	₹100
Min SIP Invesment	₹100	₹1000
Min Addl Investment	₹100	₹100
Launch Date	01 Jan 1995	27 Aug 1998
Category	Flexi Cap	Flexi Cap
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 500 TRI	NIFTY 500 TRI
Turn Over	42.17%	20%
Expense Ratio	1.42	1.68
Manager	Dhruv Muchhal	Dhaval Joshi
ISIN Code	INF179K01608	INF209K01AJ8
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	Aditya Birla Sun Life Flexi Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365

Scheme Name	HDFC Flexi Cap Fund - Growth Plan	Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan
1 Month	2.37%	4.64%
6 Month	8.24%	9.57%
1 Year	10.48%	8.36%
3 Year	22.11%	17.62%
5 Year	28.71%	20.13%

Scheme Name	HDFC Flexi Cap Fund - Growth Plan	Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan
6 Month	4.68%	5.22%
1 Year	18.09%	18.92%
3 Year	20.91%	17.74%
5 Year	21.98%	16.19%

Scheme Name	HDFC Flexi Cap Fund - Growth Plan	Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan
1 Year	17.96%	16.28%
3 Year	19.22%	16.31%
5 Year	18.92%	17.33%

Scheme Name	HDFC Flexi Cap Fund - Growth Plan	Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan
Standard Deviation	10.59%	12.55%
Sharp	1.34%	0.87%
Beta	0.78%	0.95%
Alpha	6.79%	1.05%

Scheme Name	HDFC Flexi Cap Fund - Growth Plan	Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan
Name	Dhruv Muchhal	Dhaval Joshi
Total AUM	₹520687 Cr	₹361932 Cr
Funds Managed	40	55
	HDFC Flexi Cap Fund - Growth Plan	Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan

Scheme Name	HDFC Flexi Cap Fund - Growth Plan	Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan
Others	12.06	-
Large Cap	74.74	69.31
Small Cap	9.87	12.89
Mid Cap	3.33	17.19

Scheme Name	HDFC Flexi Cap Fund - Growth Plan	Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan
Others	9.24	1.34
Technology	4.98	-
Consumer Cyclical	17.25	-
Industrials	5.21	-
Basic Materials	5.99	-
Financial Services	39	-
Healthcare	8.73	-
Real Estate	2.82	-
Energy	1.28	-
Communication Services	2.6	-
Utilities	2.23	-
Consumer Defensive	0.67	-
Telecom - Services	-	2.74
Petroleum Products	-	4.67
IT - Software	-	9.36
Pharmaceuticals & Biotechnology	-	3.45
Construction	-	2.2
Consumer Durables	-	2.55
Non - Ferrous Metals	-	2.01
Banks	-	21.96
Cement & Cement Products	-	2.33
Electrical Equipment	-	1.64
Auto Components	-	5.16
Automobiles	-	6.82
Chemicals & Petrochemicals	-	2.92
Personal Products	-	1.58
Healthcare Services	-	3.15
Finance	-	4.18
Insurance	-	4.38
Industrial Products	-	3.73
Agricultural Food & other Products	-	1.74
Retailing	-	2.9
Fertilizers & Agrochemicals	-	0.4
Transport Services	-	0.82
Industrial Manufacturing	-	0.39
Realty	-	0.64
Capital Markets	-	0.9
Transport Infrastructure	-	0.93
Ferrous Metals	-	1.58
Beverages	-	2.92