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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) ₹22962 Cr ₹5075 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 2.31% 2.16%
6 Month 15.82% 19.6%
1 Year 0.11% -2.07%
3 Year 16.59% 18.73%
5 Year 20.05% 21.12%

SIP Return Analysis

Scheme Name Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan HSBC Flexi Cap Fund - Regular Growth
6 Month 3.89% 4.07%
1 Year 12.42% 11.02%
3 Year 16.92% 18.5%
5 Year 15.81% 17.56%

Rolling Lumpsum Returns

Scheme Name Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan HSBC Flexi Cap Fund - Regular Growth
1 Year 16.53% 15.03%
3 Year 16.26% 13.18%
5 Year 17.18% 14.01%

Risk Management

Scheme Name Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan HSBC Flexi Cap Fund - Regular Growth
Standard Deviation 12.55% 14.21%
Sharp 0.8% 0.80%
Beta 0.95% 1.01%
Alpha 1.47% 3.43%

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 5.33 5.99
Large Cap 65.38 52.41
Mid Cap 16.17 19.19
Small Cap 13.11 22.42

Sector Allocation

Scheme Name

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

HSBC Flexi Cap Fund - Regular Growth

Others 2.46 1.37
Communication Services 3.03 3.1
Energy 4.79 4.18
Technology 7.92 11.71
Healthcare 7.34 5.03
Industrials 11.52 14.65
Financial Services 32.29 27.75
Basic Materials 10.34 9.04
Consumer Cyclical 12.46 13.53
Consumer Defensive 7.18 5.49
Real Estate 0.67 2.03
Utilities - 2.12

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