DSP Flexi Cap Fund vs HDFC Flexi Cap Fund compare

DSP Flexi Cap Fund vs HDFC Flexi Cap Fund compare

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HDFC Flexi Cap Fund - Growth Plan

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DSP Flexi Cap Fund - Regular Plan - Growth

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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	DSP Flexi Cap Fund - Regular Plan - Growth
Fund	HDFC Flexi Cap Fund - Growth Plan	DSP Flexi Cap Fund - Regular Plan - Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹85560 Cr	₹11911 Cr
Min Investment	₹100	₹100
Min SIP Invesment	₹100	₹100
Min Addl Investment	₹100	₹100
Launch Date	01 Jan 1995	07 Jun 2007
Category	Flexi Cap	Flexi Cap
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 500 TRI	NIFTY 500 TRI
Turn Over	42.17%	29%
Expense Ratio	1.42	1.74
Manager	Dhruv Muchhal	Rohit Singhania
ISIN Code	INF179K01608	INF740K01037
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	DSP Flexi Cap Fund - Regular Plan - 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	DSP Flexi Cap Fund - Regular Plan - Growth
1 Month	2.42%	1.91%
6 Month	7.7%	6.46%
1 Year	10.2%	1.77%
3 Year	22.1%	17.24%
5 Year	29.36%	19.86%

SIP Return Analysis

Scheme Name	HDFC Flexi Cap Fund - Growth Plan	DSP Flexi Cap Fund - Regular Plan - Growth
6 Month	3.82%	2.04%
1 Year	17.38%	11.08%
3 Year	21.33%	15.75%
5 Year	22.47%	15.34%

Rolling Lumpsum Returns

Scheme Name	HDFC Flexi Cap Fund - Growth Plan	DSP Flexi Cap Fund - Regular Plan - Growth
1 Year	17.96%	11.55%
3 Year	19.22%	14.5%
5 Year	18.92%	14.73%

Risk Management

Scheme Name	HDFC Flexi Cap Fund - Growth Plan	DSP Flexi Cap Fund - Regular Plan - Growth
Standard Deviation	10.92%	13.45%
Sharp	1.40%	0.85%
Beta	0.80%	0.93%
Alpha	7.74%	1.25%

Fund Managers

Scheme Name	HDFC Flexi Cap Fund - Growth Plan	DSP Flexi Cap Fund - Regular Plan - Growth
Name	Dhruv Muchhal	Rohit Singhania
Total AUM	₹520687 Cr	₹46862 Cr
Funds Managed	40	7
	HDFC Flexi Cap Fund - Growth Plan	DSP Flexi Cap Fund - Regular Plan - Growth

Market Cap

Scheme Name	HDFC Flexi Cap Fund - Growth Plan	DSP Flexi Cap Fund - Regular Plan - Growth
Others	12.06	12.24
Large Cap	74.74	52.45
Small Cap	9.87	18.72
Mid Cap	3.33	16.59

Sector Allocation

Scheme Name	HDFC Flexi Cap Fund - Growth Plan	DSP Flexi Cap Fund - Regular Plan - Growth
Others	9.24	1.27
Technology	4.98	8.8
Consumer Cyclical	17.25	9.01
Industrials	5.21	7.55
Basic Materials	5.99	8.46
Financial Services	39	41.12
Healthcare	8.73	9.92
Real Estate	2.82	0.1
Energy	1.28	3.04
Communication Services	2.6	3.29
Utilities	2.23	1.08
Consumer Defensive	0.67	6.37

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