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

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)	₹81936 Cr	₹22962 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	3.65%	3.31%
6 Month	15.83%	16%
1 Year	5.97%	0.69%
3 Year	22.84%	17.77%
5 Year	28.5%	20.13%

SIP Return Analysis

Scheme Name	HDFC Flexi Cap Fund - Growth Plan	Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan
6 Month	4.4%	3.89%
1 Year	15.32%	12.42%
3 Year	21.37%	16.92%
5 Year	22.57%	15.81%

Rolling Lumpsum Returns

Scheme Name	HDFC Flexi Cap Fund - Growth Plan	Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan
1 Year	18.14%	16.53%
3 Year	19.11%	16.26%
5 Year	18.88%	17.18%

Risk Management

Scheme Name	HDFC Flexi Cap Fund - Growth Plan	Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan
Standard Deviation	11.22%	12.55%
Sharp	1.23%	0.8%
Beta	0.81%	0.95%
Alpha	7.42%	1.47%

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	11.38	4.49
Large Cap	75.25	65.11
Mid Cap	3.61	17.4
Small Cap	9.76	12.99

Sector Allocation

Scheme Name	HDFC Flexi Cap Fund - Growth Plan	Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan
Others	8.73	1.33
Communication Services	2.73	2.81
Technology	5.2	9.25
Consumer Cyclical	18.24	13.39
Industrials	5.19	10.93
Basic Materials	5.81	10.23
Financial Services	38.69	32.2
Real Estate	2.65	0.6
Healthcare	9.06	7.15
Energy	1	4.6
Utilities	2.02	-
Consumer Defensive	0.68	7.5

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