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) | ₹80642 Cr | ₹13084 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 | -0.78% | -0.93% |
6 Month | 10.66% | 12.7% |
1 Year | 8.3% | 5.53% |
3 Year | 21.95% | 13.4% |
5 Year | 27.66% | 17.06% |
SIP Return Analysis
Scheme Name | HDFC Flexi Cap Fund - Growth Plan | Axis Flexi Cap Fund - Regular Plan - Growth |
---|---|---|
6 Month | 3.54% | 4.57% |
1 Year | 9.56% | 7.61% |
3 Year | 20.48% | 15.14% |
5 Year | 22.41% | 13.34% |
Rolling Lumpsum Returns
Scheme Name | HDFC Flexi Cap Fund - Growth Plan | Axis Flexi Cap Fund - Regular Plan - Growth |
---|---|---|
1 Year | 18.14% | 11.22% |
3 Year | 19.11% | 14.21% |
5 Year | 18.88% | 14.46% |
Risk Management
Scheme Name | HDFC Flexi Cap Fund - Growth Plan | Axis Flexi Cap Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 11.30% | 13.15% |
Sharp | 1.36% | 0.63% |
Beta | 0.81% | 0.92% |
Alpha | 7.13% | -1.02% |
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 | 11.84 | 11.57 |
Large Cap | 74.89 | 57.51 |
Mid Cap | 3.41 | 18.76 |
Small Cap | 9.86 | 12.16 |
Sector Allocation
Scheme Name |
HDFC Flexi Cap Fund - Growth Plan |
Axis Flexi Cap Fund - Regular Plan - Growth |
---|---|---|
Others | 9.03 | 5.23 |
Communication Services | 2.93 | 4.67 |
Energy | 0.93 | - |
Technology | 4.85 | 5.8 |
Consumer Cyclical | 16.85 | 16.61 |
Industrials | 4.88 | 15.2 |
Basic Materials | 5.94 | 6.13 |
Financial Services | 40.06 | 29.21 |
Real Estate | 2.69 | 3.96 |
Healthcare | 9.05 | 10.41 |
Utilities | 2.09 | 1.44 |
Consumer Defensive | 0.71 | 1.35 |
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