Edelweiss Flexi Cap Fund vs HDFC Flexi Cap Fund compare
HDFC Flexi Cap Fund - Growth Plan
Edelweiss Flexi Cap Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | HDFC Flexi Cap Fund - Growth Plan | Edelweiss Flexi Cap Fund - Regular Plan - Growth Option |
---|---|---|
Fund | HDFC Flexi Cap Fund - Growth Plan | Edelweiss Flexi Cap Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹79585 Cr | ₹2802 Cr |
Min Investment | ₹100 | ₹100 |
Min SIP Invesment | ₹100 | ₹100 |
Min Addl Investment | ₹100 | ₹100 |
Launch Date | 01 Jan 1995 | 03 Feb 2015 |
Category | Flexi Cap | Flexi Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
Turn Over | 42.17% | 49% |
Expense Ratio | 1.42 | 1.96 |
Manager | Dhruv Muchhal | Trideep Bhattacharya |
ISIN Code | INF179K01608 | INF843K01KN5 |
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 | Edelweiss Flexi Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | HDFC Flexi Cap Fund - Growth Plan | Edelweiss Flexi Cap Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | -1.48% | -3.08% |
6 Month | 8.53% | 5.18% |
1 Year | 5.7% | -2.48% |
3 Year | 23.34% | 18.65% |
5 Year | 28.64% | 22.23% |
SIP Return Analysis
Scheme Name | HDFC Flexi Cap Fund - Growth Plan | Edelweiss Flexi Cap Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 4.29% | 4.64% |
1 Year | 10.07% | 3.38% |
3 Year | 21.9% | 17.81% |
5 Year | 23.6% | 18.02% |
Rolling Lumpsum Returns
Scheme Name | HDFC Flexi Cap Fund - Growth Plan | Edelweiss Flexi Cap Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 18.14% | 12.79% |
3 Year | 19.11% | 15.26% |
5 Year | 18.88% | 14.89% |
Risk Management
Scheme Name | HDFC Flexi Cap Fund - Growth Plan | Edelweiss Flexi Cap Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 11.91% | 14.09% |
Sharp | 1.58% | 1.13% |
Beta | 0.82% | 0.98% |
Alpha | 7.20% | 2.02% |
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Fund Managers
Scheme Name | HDFC Flexi Cap Fund - Growth Plan | Edelweiss Flexi Cap Fund - Regular Plan - Growth Option |
---|---|---|
Name | Dhruv Muchhal | Trideep Bhattacharya |
Total AUM | ₹520687 Cr | ₹0 Cr |
Funds Managed | 40 | 9 |
HDFC Flexi Cap Fund - Growth Plan | Edelweiss Flexi Cap Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
HDFC Flexi Cap Fund - Growth Plan |
Edelweiss Flexi Cap Fund - Regular Plan - Growth Option |
---|---|---|
Others | 13.15 | 9.25 |
Large Cap | 73.72 | 60.56 |
Mid Cap | 3.36 | 22.4 |
Small Cap | 9.77 | 7.8 |
Sector Allocation
Scheme Name |
HDFC Flexi Cap Fund - Growth Plan |
Edelweiss Flexi Cap Fund - Regular Plan - Growth Option |
---|---|---|
Others | 10.4 | 2.83 |
Communication Services | 3.16 | 3.53 |
Energy | 1.02 | 5.48 |
Technology | 4.64 | 12.01 |
Consumer Cyclical | 16.6 | 11.47 |
Industrials | 5.03 | 11.63 |
Basic Materials | 5.41 | 5.54 |
Financial Services | 39.69 | 28.77 |
Real Estate | 2.62 | 2.19 |
Healthcare | 8.64 | 7.8 |
Consumer Defensive | 0.76 | 5.92 |
Utilities | 2.03 | 2.84 |
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