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

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tortoise-icon HDFC Flexi Cap Fund - Growth Plan

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tortoise-icon 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) ₹45993 Cr ₹19341 Cr
Min Investment ₹100 ₹100
Min SIP Invesment ₹100 ₹1000
Min Addl Investment ₹100 ₹100
Launch Date 01 Jan 1995 14 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 1.54 1.7
Manager Dhruv Muchhal Dhaval Joshi
ISIN Code INF179K01608 INF209K01AJ8
Exits Load Exit load of 1% if redeemed within 1 year /365 1% for redemption within 90 days /365

Trailing Lumpsum Returns

Scheme Name HDFC Flexi Cap Fund - Growth Plan Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan
1 Month 4.9% 4.89%
6 Month 20.38% 16.17%
1 Year 45.29% 37.45%
3 Year 27.65% 16.85%
5 Year 22.2% 18.86%

SIP Return Analysis

Scheme Name HDFC Flexi Cap Fund - Growth Plan Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan
6 Month - -
1 Year 19.39% 15.35%
3 Year 51.25% 34.1%
5 Year 100.41% 66.01%

Rolling Lumpsum Returns

Scheme Name HDFC Flexi Cap Fund - Growth Plan Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan
1 Year 26.55% 21.14%
3 Year 74.39% 49.92%
5 Year 107.42% 72.67%

Risk Management

Scheme Name HDFC Flexi Cap Fund - Growth Plan Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan
Standard Deviation 12.12% 12.55%
Sharp 1.44% 0.76%
Beta 0.88% 0.96%
Alpha 6.86% -2.35%

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Fund Managers

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
Fund Manage 40 55
HDFC Flexi Cap Fund - Growth Plan Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan

Market Cap

Scheme Name

HDFC Flexi Cap Fund - Growth Plan

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

Large Cap 74.55 74.07
Others 12.82 3.81
Mid Cap 5.08 13.14
Small Cap 7.55 8.98

Sector Allocation

Scheme Name

HDFC Flexi Cap Fund - Growth Plan

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

Financial 34.75 27.49
Others 9.15 1.56
Healthcare 12.43 10.07
Communication 5 4.78
Technology 9.55 10.34
Insurance 3.93 2.8
Capital Goods 4.79 6.1
Automobile 5.67 7.27
Construction 6.3 3.07
Energy 3.67 4.06
Services 1.37 2.72
Consumer Staples 1.02 7.81
Consumer Discretionary 0.97 3.45
Sovereign 0.73 -
Metals & Mining 0.67 4.07
Unclassified - 1.02
Materials - 1.29
Chemicals - 1.19
Diversified - 0.91

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