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) | ₹64929 Cr | ₹22507 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 | 1.43 | 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 | -1.56% | -3.6% |
6 Month | -1.82% | -5.09% |
1 Year | 15.48% | 9.57% |
3 Year | 20.97% | 12.38% |
5 Year | 21.99% | 15.35% |
SIP Return Analysis
Scheme Name | HDFC Flexi Cap Fund - Growth Plan | Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan |
---|---|---|
6 Month | - | - |
1 Year | 7.57% | 1.72% |
3 Year | 23.5% | 16.82% |
5 Year | 25.68% | 17.48% |
Rolling Lumpsum Returns
Scheme Name | HDFC Flexi Cap Fund - Growth Plan | Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan |
---|---|---|
1 Year | 18.75% | 17.42% |
3 Year | 18.86% | 16.25% |
5 Year | 18.67% | 16.95% |
Risk Management
Scheme Name | HDFC Flexi Cap Fund - Growth Plan | Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan |
---|---|---|
Standard Deviation | 12.12% | 12.55% |
Sharp | 1.51% | 0.5% |
Beta | 0.86% | 0.97% |
Alpha | 7.25% | -0.81% |
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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 |
Fund Manage | 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 | 9.01 | 0.98 |
Large Cap | 74.7 | 67.65 |
Mid Cap | 3.09 | 17.83 |
Small Cap | 13.2 | 13.11 |
Sector Allocation
Scheme Name |
HDFC Flexi Cap Fund - Growth Plan |
Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan |
---|---|---|
Others | 9.01 | 0.98 |
Telecom - Services | 4.18 | 3.25 |
Petroleum Products | 0.21 | 5.03 |
IT - Software | 7.99 | 10.74 |
Construction | 1.44 | 2.89 |
Ferrous Metals | 1.27 | 0.98 |
Banks | 35.11 | 20.57 |
Realty | 4.35 | 0.59 |
Agricultural, Commercial & Construction Vehicles | 0.46 | - |
Pharmaceuticals & Biotechnology | 8.97 | 6.63 |
Automobiles | 8.29 | 5.24 |
Aerospace & Defense | 1.23 | 0.51 |
Leisure Services | 1.46 | - |
Consumer Durables | 1.11 | 4.27 |
Healthcare Services | 3.34 | 2.27 |
Cement & Cement Products | 1.27 | 2.5 |
Insurance | 4.37 | 3.99 |
IT - Services | 0.39 | - |
Transport Services | 0.1 | 0.57 |
Diversified FMCG | 0.36 | - |
Entertainment | 0.26 | 0.43 |
Auto Components | 2.5 | 4.54 |
Power | 1.24 | - |
Beverages | 1.09 | 3.94 |
Finance | - | 4.45 |
Non - Ferrous Metals | - | 1.22 |
Paper, Forest & Jute Products | - | 0.56 |
Electrical Equipment | - | 2.5 |
Chemicals & Petrochemicals | - | 2.23 |
Personal Products | - | 1.11 |
Industrial Products | - | 2.85 |
Agricultural Food & other Products | - | 1.47 |
Retailing | - | 1.86 |
Fertilizers & Agrochemicals | - | 0.24 |
Minerals & Mining | - | 0.37 |
Industrial Manufacturing | - | 0.26 |
Capital Markets | - | 0.53 |
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