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

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HDFC Flexi Cap Fund - Growth Plan

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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

Scheme Name	HDFC Flexi Cap Fund - Growth Plan	Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan
1 Month	0.38%	1.12%
6 Month	5.49%	4.45%
1 Year	9.99%	8.13%
3 Year	27.78%	21.78%
5 Year	28.85%	22.02%

Scheme Name	HDFC Flexi Cap Fund - Growth Plan	Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan
6 Month	6.32%	7.25%
1 Year	11.37%	9.63%
3 Year	23.21%	18.89%
5 Year	24.54%	17.54%

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%

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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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

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

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