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

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

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tortoise-icon HSBC Flexi Cap Fund - Regular Growth

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Chart Comparison

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

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) ₹19341 Cr ₹3736 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹1000 ₹500
Min Addl Investment ₹100 ₹1000
Launch Date 14 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 1.7 1.96
Manager Dhaval Joshi Venugopal Manghat
ISIN Code INF209K01AJ8 INF336L01AF5
Exits Load 1% for redemption within 90 days /365 For units in excess of 10% of the investment,1% will be charged for redemption within 1 year./365

Trailing Lumpsum Returns

Scheme Name Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan HSBC Flexi Cap Fund - Regular Growth
1 Month 4.32% 4.6%
6 Month 16.65% 24.05%
1 Year 36.36% 47.53%
3 Year 16.66% 21.25%
5 Year 18.86% 20.72%

SIP Return Analysis

Scheme Name Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan HSBC Flexi Cap Fund - Regular Growth
6 Month - -
1 Year 15.35% 20.32%
3 Year 34.1% 43.91%
5 Year 66.01% 79.07%

Rolling Lumpsum Returns

Scheme Name Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan HSBC Flexi Cap Fund - Regular Growth
1 Year 21.14% 23.2%
3 Year 49.92% 58.23%
5 Year 72.67% 87.68%

Risk Management

Scheme Name Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan HSBC Flexi Cap Fund - Regular Growth
Standard Deviation 12.55% 11.4%
Sharp 0.76% 1.03%
Beta 0.96% 0.95%
Alpha -2.02% 1.92%

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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
Fund Manage 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

Large Cap 74.07 59.05
Mid Cap 13.14 18.15
Small Cap 8.98 20.09
Others 3.81 2.71

Sector Allocation

Scheme Name

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

HSBC Flexi Cap Fund - Regular Growth

Financial 27.49 21.81
Technology 10.34 7.44
Communication 4.78 2.75
Healthcare 10.07 5.68
Energy 4.06 7.73
Construction 3.07 6.3
Automobile 7.27 8.04
Consumer Staples 7.81 8.51
Capital Goods 6.1 11.13
Metals & Mining 4.07 3.45
Insurance 2.8 1.08
Others 1.56 1.22
Consumer Discretionary 3.45 1.17
Unclassified 1.02 -
Materials 1.29 3.71
Chemicals 1.19 1.94
Diversified 0.91 1.22
Services 2.72 6.82

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