DSP Flexi Cap Fund vs HSBC Flexi Cap Fund compare
HSBC Flexi Cap Fund - Regular Growth
DSP Flexi Cap Fund - Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | HSBC Flexi Cap Fund - Regular Growth | DSP Flexi Cap Fund - Regular Plan - Growth |
---|---|---|
Fund | HSBC Flexi Cap Fund - Regular Growth | DSP Flexi Cap Fund - Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹5049 Cr | ₹11911 Cr |
Min Investment | ₹5000 | ₹100 |
Min SIP Invesment | ₹500 | ₹100 |
Min Addl Investment | ₹1000 | ₹100 |
Launch Date | 24 Feb 2004 | 07 Jun 2007 |
Category | Flexi Cap | Flexi Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
Turn Over | 27% | 29% |
Expense Ratio | 1.93 | 1.74 |
Manager | Venugopal Manghat | Rohit Singhania |
ISIN Code | INF336L01AF5 | INF740K01037 |
Exits Load | HSBC 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 | HSBC Flexi Cap Fund - Regular Growth | DSP Flexi Cap Fund - Regular Plan - Growth |
---|---|---|
1 Month | 0.28% | -0.49% |
6 Month | 11.69% | 6.83% |
1 Year | 0.58% | -1.1% |
3 Year | 21.04% | 18.04% |
5 Year | 21.19% | 20.21% |
SIP Return Analysis
Scheme Name | HSBC Flexi Cap Fund - Regular Growth | DSP Flexi Cap Fund - Regular Plan - Growth |
---|---|---|
6 Month | 2.44% | 1.29% |
1 Year | 13.14% | 9.18% |
3 Year | 18.08% | 15.22% |
5 Year | 17.47% | 15.01% |
Rolling Lumpsum Returns
Scheme Name | HSBC Flexi Cap Fund - Regular Growth | DSP Flexi Cap Fund - Regular Plan - Growth |
---|---|---|
1 Year | 14.77% | 11.55% |
3 Year | 13.32% | 14.5% |
5 Year | 14.1% | 14.73% |
Risk Management
Scheme Name | HSBC Flexi Cap Fund - Regular Growth | DSP Flexi Cap Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 13.97% | 12.95% |
Sharp | 0.91% | 0.79% |
Beta | 1.01% | 0.93% |
Alpha | 3.32% | 1.58% |
Fund Managers
Scheme Name | HSBC Flexi Cap Fund - Regular Growth | DSP Flexi Cap Fund - Regular Plan - Growth |
---|---|---|
Name | Venugopal Manghat | Rohit Singhania |
Total AUM | ₹41442 Cr | ₹46862 Cr |
Funds Managed | 7 | 7 |
HSBC Flexi Cap Fund - Regular Growth | DSP Flexi Cap Fund - Regular Plan - Growth |
Market Cap
Scheme Name |
HSBC Flexi Cap Fund - Regular Growth |
DSP Flexi Cap Fund - Regular Plan - Growth |
---|---|---|
Others | 7.02 | 12.24 |
Large Cap | 52.87 | 52.45 |
Small Cap | 21.8 | 18.72 |
Mid Cap | 18.31 | 16.59 |
Sector Allocation
Scheme Name |
HSBC Flexi Cap Fund - Regular Growth |
DSP Flexi Cap Fund - Regular Plan - Growth |
---|---|---|
Others | 1.85 | 1.27 |
Energy | 4.08 | 3.04 |
Industrials | 13.04 | 7.55 |
Technology | 14.06 | 8.8 |
Consumer Cyclical | 14.28 | 9.01 |
Consumer Defensive | 5.83 | 6.37 |
Basic Materials | 8.66 | 8.46 |
Financial Services | 26.17 | 41.12 |
Healthcare | 4.94 | 9.92 |
Real Estate | 1.87 | 0.1 |
Utilities | 2.09 | 1.08 |
Communication Services | 3.12 | 3.29 |
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