HDFC Flexi Cap Fund vs Edelweiss Flexi Cap Fund compare
HDFC Flexi Cap Fund - Growth Plan
Edelweiss Flexi Cap Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | HDFC Flexi Cap Fund - Growth Plan | Edelweiss Flexi Cap Fund - Regular Plan - Growth Option |
---|---|---|
Fund | HDFC Flexi Cap Fund - Growth Plan | Edelweiss Flexi Cap Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹81936 Cr | ₹2777 Cr |
Min Investment | ₹100 | ₹100 |
Min SIP Invesment | ₹100 | ₹100 |
Min Addl Investment | ₹100 | ₹100 |
Launch Date | 01 Jan 1995 | 03 Feb 2015 |
Category | Flexi Cap | Flexi Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
Turn Over | 42.17% | 49% |
Expense Ratio | 1.42 | 1.96 |
Manager | Dhruv Muchhal | Trideep Bhattacharya |
ISIN Code | INF179K01608 | INF843K01KN5 |
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 | Edelweiss 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 | Edelweiss Flexi Cap Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 3.65% | 3.62% |
6 Month | 15.83% | 16.02% |
1 Year | 5.97% | -2.73% |
3 Year | 22.84% | 18.38% |
5 Year | 28.5% | 21.62% |
SIP Return Analysis
Scheme Name | HDFC Flexi Cap Fund - Growth Plan | Edelweiss Flexi Cap Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 4.4% | 4.3% |
1 Year | 15.32% | 9.97% |
3 Year | 21.37% | 17.38% |
5 Year | 22.57% | 17.26% |
Rolling Lumpsum Returns
Scheme Name | HDFC Flexi Cap Fund - Growth Plan | Edelweiss Flexi Cap Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 18.14% | 12.79% |
3 Year | 19.11% | 15.26% |
5 Year | 18.88% | 14.89% |
Risk Management
Scheme Name | HDFC Flexi Cap Fund - Growth Plan | Edelweiss Flexi Cap Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 11.22% | 13.56% |
Sharp | 1.23% | 0.74% |
Beta | 0.81% | 0.98% |
Alpha | 7.42% | 2.34% |
Fund Managers
Scheme Name | HDFC Flexi Cap Fund - Growth Plan | Edelweiss Flexi Cap Fund - Regular Plan - Growth Option |
---|---|---|
Name | Dhruv Muchhal | Trideep Bhattacharya |
Total AUM | ₹520687 Cr | ₹0 Cr |
Funds Managed | 40 | 9 |
HDFC Flexi Cap Fund - Growth Plan | Edelweiss Flexi Cap Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
HDFC Flexi Cap Fund - Growth Plan |
Edelweiss Flexi Cap Fund - Regular Plan - Growth Option |
---|---|---|
Others | 11.38 | 7 |
Large Cap | 75.25 | 60.85 |
Mid Cap | 3.61 | 23.26 |
Small Cap | 9.76 | 8.9 |
Sector Allocation
Scheme Name |
HDFC Flexi Cap Fund - Growth Plan |
Edelweiss Flexi Cap Fund - Regular Plan - Growth Option |
---|---|---|
Others | 8.73 | 1.93 |
Communication Services | 2.73 | 2.53 |
Technology | 5.2 | 11.66 |
Consumer Cyclical | 18.24 | 13.44 |
Industrials | 5.19 | 12.35 |
Basic Materials | 5.81 | 5.83 |
Financial Services | 38.69 | 28.68 |
Real Estate | 2.65 | 1.94 |
Healthcare | 9.06 | 7.61 |
Energy | 1 | 4.99 |
Utilities | 2.02 | 2.8 |
Consumer Defensive | 0.68 | 6.24 |
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