HDFC Flexi Cap Fund vs Axis Flexi Cap Fund compare
HDFC Flexi Cap Fund - Growth Plan
Axis Flexi Cap Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | HDFC Flexi Cap Fund - Growth Plan | Axis Flexi Cap Fund - Regular Plan - Growth |
|---|---|---|
| Fund | HDFC Flexi Cap Fund - Growth Plan | Axis Flexi Cap Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹94069 Cr | ₹13276 Cr |
| Min Investment | ₹100 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹100 |
| Launch Date | 01 Jan 1995 | 24 Nov 2017 |
| Category | Flexi Cap | Flexi Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
| Turn Over | 42.17% | 30% |
| Expense Ratio | 1.42 | 1.73 |
| Manager | Dhruv Muchhal | Shreyash Devalkar |
| ISIN Code | INF179K01608 | INF846K01B51 |
| 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 | Axis Flexi Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | HDFC Flexi Cap Fund - Growth Plan | Axis Flexi Cap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 0.79% | -0.63% |
| 6 Month | 5.4% | -0.48% |
| 1 Year | 13.25% | 2.56% |
| 3 Year | 22.41% | 15.67% |
| 5 Year | 23.36% | 11.78% |
SIP Return Analysis
| Scheme Name | HDFC Flexi Cap Fund - Growth Plan | Axis Flexi Cap Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 3.2% | 0.09% |
| 1 Year | 16.26% | 8.68% |
| 3 Year | 19.1% | 12.4% |
| 5 Year | 20.67% | 11.54% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Flexi Cap Fund - Growth Plan | Axis Flexi Cap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 19.43% | 9.8% |
| 3 Year | 18.58% | 14.17% |
| 5 Year | 16.63% | 14.7% |
Risk Management
| Scheme Name | HDFC Flexi Cap Fund - Growth Plan | Axis Flexi Cap Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 12.12% | 13.16% |
| Sharp | 1.32% | 0.63% |
| Beta | 0.78% | 0.96% |
| Alpha | 6.09% | -1.28% |
Fund Managers
| Scheme Name | HDFC Flexi Cap Fund - Growth Plan | Axis Flexi Cap Fund - Regular Plan - Growth |
|---|---|---|
| Name | Dhruv Muchhal | Shreyash Devalkar |
| Total AUM | ₹520687 Cr | ₹166770 Cr |
| Funds Managed | 40 | 14 |
| HDFC Flexi Cap Fund - Growth Plan | Axis Flexi Cap Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
HDFC Flexi Cap Fund - Growth Plan |
Axis Flexi Cap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 13.82 | 7.13 |
| Large Cap | 74.04 | 63.83 |
| Mid Cap | 3.41 | 13.64 |
| Small Cap | 8.73 | 15.41 |
Sector Allocation
| Scheme Name |
HDFC Flexi Cap Fund - Growth Plan |
Axis Flexi Cap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 11.33 | 7.13 |
| IT - Software | 5.36 | 4.64 |
| Retailing | 1.41 | 6.58 |
| Construction | 1.53 | - |
| Ferrous Metals | 3.18 | - |
| Banks | 35.87 | 18.29 |
| Non - Ferrous Metals | 0.52 | - |
| Pharmaceuticals & Biotechnology | 6.38 | 3.89 |
| Realty | 2.49 | 3.33 |
| Agricultural, Commercial & Construction Vehicles | 0.83 | - |
| Automobiles | 9.94 | 5.2 |
| Leisure Services | 0.75 | 1.88 |
| Healthcare Services | 1.49 | 4.55 |
| Cement & Cement Products | 1.5 | 2.79 |
| Insurance | 4.18 | - |
| IT - Services | 0.66 | - |
| Consumer Durables | 1.16 | 1.55 |
| Oil | 1.42 | - |
| Entertainment | 0.15 | - |
| Auto Components | 2.65 | 2.39 |
| Telecom - Services | 2.46 | 5.05 |
| Transport Services | 1.25 | 3.04 |
| Power | 2.61 | 1.31 |
| Beverages | 0.88 | - |
| Electrical Equipment | - | 4.31 |
| Chemicals & Petrochemicals | - | 2.96 |
| Aerospace & Defense | - | 5.31 |
| Financial Technology (Fintech) | - | 2.02 |
| Industrial Products | - | 1.73 |
| Finance | - | 9.91 |
| Household Products | - | 0.41 |
| Food Products | - | 0.2 |
| Textiles & Apparels | - | 0.14 |
| Industrial Manufacturing | - | 1.4 |
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