Aditya Birla Sun Life Flexi Cap Fund vs HSBC Flexi Cap Fund compare
Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan
HSBC Flexi Cap Fund - Regular Growth
Chart Comparison
Overview
Scheme Name | Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan | HSBC Flexi Cap Fund - Regular Growth |
---|---|---|
Fund | Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan | HSBC Flexi Cap Fund - Regular Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹21417 Cr | ₹4680 Cr |
Min Investment | ₹100 | ₹5000 |
Min SIP Invesment | ₹1000 | ₹500 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 27 Aug 1998 | 24 Feb 2004 |
Category | Flexi Cap | Flexi Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
Turn Over | 20% | 27% |
Expense Ratio | 1.68 | 1.93 |
Manager | Dhaval Joshi | Venugopal Manghat |
ISIN Code | INF209K01AJ8 | INF336L01AF5 |
Exits Load | 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 | HSBC Flexi Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan | HSBC Flexi Cap Fund - Regular Growth |
---|---|---|
1 Month | 1.95% | 3.45% |
6 Month | -0.14% | -5.07% |
1 Year | 8.29% | 5.76% |
3 Year | 21.11% | 23.83% |
5 Year | 22.94% | 24.43% |
SIP Return Analysis
Scheme Name | Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan | HSBC Flexi Cap Fund - Regular Growth |
---|---|---|
6 Month | 7.92% | 9.3% |
1 Year | 8.78% | 6.94% |
3 Year | 18.16% | 20.43% |
5 Year | 17.04% | 19.04% |
Rolling Lumpsum Returns
Scheme Name | Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan | HSBC Flexi Cap Fund - Regular Growth |
---|---|---|
1 Year | 16.85% | 15.33% |
3 Year | 16.17% | 13.05% |
5 Year | 17.02% | 13.9% |
Risk Management
Scheme Name | Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan | HSBC Flexi Cap Fund - Regular Growth |
---|---|---|
Standard Deviation | 12.55% | 15.323% |
Sharp | 0.9% | 0.455% |
Beta | 0.94% | 1.003% |
Alpha | 0.76% | 0.255% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
Scheme Name | Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan | HSBC Flexi Cap Fund - Regular Growth |
---|---|---|
Name | Dhaval Joshi | Venugopal Manghat |
Total AUM | ₹361932 Cr | ₹41442 Cr |
Funds Managed | 55 | 7 |
Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan | HSBC Flexi Cap Fund - Regular Growth |
Market Cap
Scheme Name |
Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan |
HSBC Flexi Cap Fund - Regular Growth |
---|---|---|
Others | 1.35 | 3.71 |
Large Cap | 69.72 | 51.36 |
Small Cap | 12.23 | 22.72 |
Mid Cap | 16.46 | 22.21 |
Sector Allocation
Scheme Name |
Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan |
HSBC Flexi Cap Fund - Regular Growth |
---|---|---|
Others | 1.35 | 2.43 |
Telecom - Services | 3.32 | - |
Petroleum Products | 5.78 | - |
IT - Software | 8.03 | - |
Pharmaceuticals & Biotechnology | 4.73 | - |
Construction | 2.1 | - |
Finance | 5.61 | - |
Consumer Durables | 2.63 | - |
Banks | 23.9 | - |
Non - Ferrous Metals | 1.52 | - |
Cement & Cement Products | 2.64 | - |
Electrical Equipment | 2.17 | - |
Auto Components | 4.55 | - |
Automobiles | 5.92 | - |
Chemicals & Petrochemicals | 2.89 | - |
Personal Products | 1.32 | - |
Healthcare Services | 1.87 | - |
Insurance | 4.33 | - |
Industrial Products | 3.18 | - |
Agricultural Food & other Products | 1.82 | - |
Retailing | 2.16 | - |
Fertilizers & Agrochemicals | 0.4 | - |
Minerals & Mining | 0.39 | - |
Transport Services | 0.8 | - |
Industrial Manufacturing | 0.39 | - |
Realty | 0.57 | - |
Capital Markets | 0.57 | - |
Ferrous Metals | 1.22 | - |
Beverages | 3.6 | - |
Energy | - | 4.88 |
Industrials | - | 14.36 |
Technology | - | 13.99 |
Consumer Cyclical | - | 12.05 |
Consumer Defensive | - | 4.92 |
Financial Services | - | 25.6 |
Healthcare | - | 6.32 |
Basic Materials | - | 8.29 |
Real Estate | - | 2.05 |
Utilities | - | 2.24 |
Communication Services | - | 2.85 |
Top Comparisons
Franklin India Liquid Fund - Super Institutional Plan - Growth
3Y Returns6.95%
Franklin India Liquid Fund - Super Institutional Plan - Growth
3Y Returns6.95%
Invesco India - Invesco Pan European Equity Fund of Fund - Regular Plan - Growth Option
3Y Returns16.89%
Axis Global Equity Alpha Fund of Fund - Regular Plan - Growth Option
3Y Returns18.57%
Franklin India Equity Advantage Fund - Growth Plan
3Y Returns19.95%
Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth
3Y Returns20.31%
Mirae Asset Large & Midcap Fund - Regular Plan - Growth Option
3Y Returns19.59%
Quant Large and Mid Cap Fund-Growth
3Y Returns23.02%