HDFC Flexi Cap Fund vs Aditya Birla Sun Life Flexi Cap Fund compare
HDFC Flexi Cap Fund - Growth Plan
Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan
Chart Comparison
Overview
Scheme Name | HDFC Flexi Cap Fund - Growth Plan | Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan |
---|---|---|
Fund | HDFC Flexi Cap Fund - Growth Plan | Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹75784 Cr | ₹22826 Cr |
Min Investment | ₹100 | ₹100 |
Min SIP Invesment | ₹100 | ₹1000 |
Min Addl Investment | ₹100 | ₹100 |
Launch Date | 01 Jan 1995 | 27 Aug 1998 |
Category | Flexi Cap | Flexi Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
Turn Over | 42.17% | 20% |
Expense Ratio | 1.42 | 1.68 |
Manager | Dhruv Muchhal | Dhaval Joshi |
ISIN Code | INF179K01608 | INF209K01AJ8 |
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 | 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 |
Trailing Lumpsum Returns
Scheme Name | HDFC Flexi Cap Fund - Growth Plan | Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan |
---|---|---|
1 Month | 2.92% | 3.62% |
6 Month | 7.53% | 6.68% |
1 Year | 10.79% | 9.18% |
3 Year | 27.92% | 21.99% |
5 Year | 29.76% | 23.02% |
SIP Return Analysis
Scheme Name | HDFC Flexi Cap Fund - Growth Plan | Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan |
---|---|---|
6 Month | 8.98% | 10.62% |
1 Year | 15.83% | 14.66% |
3 Year | 24.5% | 20.41% |
5 Year | 25.2% | 18.31% |
Rolling Lumpsum Returns
Scheme Name | HDFC Flexi Cap Fund - Growth Plan | Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan |
---|---|---|
1 Year | 18.37% | 16.85% |
3 Year | 19% | 16.17% |
5 Year | 18.79% | 17.02% |
Risk Management
Scheme Name | HDFC Flexi Cap Fund - Growth Plan | Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan |
---|---|---|
Standard Deviation | 12.40% | 13.82% |
Sharp | 1.35% | 0.85% |
Beta | 0.83% | 0.94% |
Alpha | 7.32% | 1.14% |
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Fund Managers
Scheme Name | HDFC Flexi Cap Fund - Growth Plan | Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan |
---|---|---|
Name | Dhruv Muchhal | Dhaval Joshi |
Total AUM | ₹520687 Cr | ₹361932 Cr |
Funds Managed | 40 | 55 |
HDFC Flexi Cap Fund - Growth Plan | Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan |
Market Cap
Scheme Name |
HDFC Flexi Cap Fund - Growth Plan |
Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan |
---|---|---|
Others | 12.44 | 1.35 |
Large Cap | 72.89 | 69.72 |
Mid Cap | 4.37 | 16.46 |
Small Cap | 10.31 | 12.23 |
Sector Allocation
Scheme Name |
HDFC Flexi Cap Fund - Growth Plan |
Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan |
---|---|---|
Others | 10.1 | 1.35 |
Communication Services | 4.33 | - |
Energy | 0.19 | - |
Technology | 5.99 | - |
Industrials | 4.87 | - |
Basic Materials | 4.67 | - |
Financial Services | 38.64 | - |
Healthcare | 10.33 | - |
Consumer Cyclical | 15.43 | - |
Real Estate | 2.97 | - |
Consumer Defensive | 1.33 | - |
Utilities | 1.14 | - |
Telecom - Services | - | 3.32 |
Petroleum Products | - | 5.78 |
IT - Software | - | 8.03 |
Pharmaceuticals & Biotechnology | - | 4.73 |
Construction | - | 2.1 |
Finance | - | 5.61 |
Consumer Durables | - | 2.63 |
Banks | - | 23.9 |
Non - Ferrous Metals | - | 1.52 |
Cement & Cement Products | - | 2.64 |
Electrical Equipment | - | 2.17 |
Auto Components | - | 4.55 |
Automobiles | - | 5.92 |
Chemicals & Petrochemicals | - | 2.89 |
Personal Products | - | 1.32 |
Healthcare Services | - | 1.87 |
Insurance | - | 4.33 |
Industrial Products | - | 3.18 |
Agricultural Food & other Products | - | 1.82 |
Retailing | - | 2.16 |
Fertilizers & Agrochemicals | - | 0.4 |
Minerals & Mining | - | 0.39 |
Transport Services | - | 0.8 |
Industrial Manufacturing | - | 0.39 |
Realty | - | 0.57 |
Capital Markets | - | 0.57 |
Ferrous Metals | - | 1.22 |
Beverages | - | 3.6 |
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