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HDFC Flexi Cap Fund vs Aditya Birla Sun Life Flexi Cap Fund compare

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tortoise-icon HDFC Flexi Cap Fund - Growth Plan

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tortoise-icon Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan

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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 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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