Axis Flexi Cap Fund vs HDFC Flexi Cap Fund compare

Axis Flexi Cap Fund vs HDFC Flexi Cap Fund compare

Link copied to clipboard!

HDFC Flexi Cap Fund - Growth Plan

Invest Now

Axis Flexi Cap Fund - Regular Plan - Growth

Invest Now

Chart Comparison

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

Overview

Scheme Name	HDFC Flexi Cap Fund - Growth Plan	Axis Flexi Cap Fund - Regular Plan - Growth
Fund	HDFC Flexi Cap Fund - Growth Plan	Axis Flexi Cap Fund - Regular Plan - Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹91041 Cr	₹13319 Cr
Min Investment	₹100	₹100
Min SIP Invesment	₹100	₹100
Min Addl Investment	₹100	₹100
Launch Date	01 Jan 1995	24 Nov 2017
Category	Flexi Cap	Flexi Cap
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 500 TRI	NIFTY 500 TRI
Turn Over	42.17%	30%
Expense Ratio	1.42	1.73
Manager	Dhruv Muchhal	Shreyash Devalkar
ISIN Code	INF179K01608	INF846K01B51
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	Axis 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	HDFC Flexi Cap Fund - Growth Plan	Axis Flexi Cap Fund - Regular Plan - Growth
1 Month	0.59%	-1.17%
6 Month	7.12%	3.06%
1 Year	9%	1.05%
3 Year	20.52%	13.59%
5 Year	24.8%	13.49%

SIP Return Analysis

Scheme Name	HDFC Flexi Cap Fund - Growth Plan	Axis Flexi Cap Fund - Regular Plan - Growth
6 Month	3.63%	1.41%
1 Year	17.27%	12.24%
3 Year	20.31%	14.35%
5 Year	21.67%	12.72%

Rolling Lumpsum Returns

Scheme Name	HDFC Flexi Cap Fund - Growth Plan	Axis Flexi Cap Fund - Regular Plan - Growth
1 Year	19.53%	10.06%
3 Year	18.52%	14.19%
5 Year	16.6%	14.76%

Risk Management

Scheme Name	HDFC Flexi Cap Fund - Growth Plan	Axis Flexi Cap Fund - Regular Plan - Growth
Standard Deviation	10.59%	13.15%
Sharp	1.34%	0.58%
Beta	0.78%	0.95%
Alpha	6.79%	-1.29%

Fund Managers

Scheme Name	HDFC Flexi Cap Fund - Growth Plan	Axis Flexi Cap Fund - Regular Plan - Growth
Name	Dhruv Muchhal	Shreyash Devalkar
Total AUM	₹520687 Cr	₹166770 Cr
Funds Managed	40	14
	HDFC Flexi Cap Fund - Growth Plan	Axis Flexi Cap Fund - Regular Plan - Growth

Market Cap

Scheme Name	HDFC Flexi Cap Fund - Growth Plan	Axis Flexi Cap Fund - Regular Plan - Growth
Others	12.84	14.1
Large Cap	74.59	53.66
Small Cap	9.35	12.51
Mid Cap	3.23	19.73

Sector Allocation

Scheme Name	HDFC Flexi Cap Fund - Growth Plan	Axis Flexi Cap Fund - Regular Plan - Growth
Others	10.26	6.62
Technology	5.21	6.99
Consumer Cyclical	15.78	17.57
Industrials	5.09	14.52
Basic Materials	5.93	5.8
Financial Services	39.51	28.81
Healthcare	8.26	9.43
Real Estate	2.58	3.56
Energy	1.41	-
Communication Services	2.63	4.92
Utilities	2.42	1.31
Consumer Defensive	0.9	0.47

Top Comparisons

Bandhan Banking & PSU Fund - Regular Growth

3Y Returns7.23%

VS

UTI Banking & PSU Fund- Regular Plan - Growth Option

3Y Returns7.35%

Compare Now

ICICI Prudential Savings Fund - Growth

3Y Returns7.76%

VS

Tata Treasury Advantage Fund - Regular Plan - Growth Option

3Y Returns7.17%

Compare Now

Kotak Savings Fund -Growth

3Y Returns6.98%

VS

LIC MF Ultra Short Term Fund Regular - Growth

3Y Returns6.42%

Compare Now

Bandhan Large & Mid Cap Fund - Regular Plan - Growth

3Y Returns22.4%

VS

INVESCO INDIA LARGE & MID CAP FUND - Growth

3Y Returns22.77%

Compare Now

Popup Image

Register for Exclusive Access!

OR

Add to Cart Successfully