HDFC Flexi Cap Fund vs Edelweiss Flexi Cap Fund compare

HDFC Flexi Cap Fund vs Edelweiss Flexi Cap Fund compare

Link copied to clipboard!

HDFC Flexi Cap Fund - Growth Plan

Invest Now

Edelweiss Flexi Cap Fund - Regular Plan - Growth Option

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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)	₹91041 Cr	₹3006 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	-0.03%	-0.89%
6 Month	4.15%	2.77%
1 Year	7.28%	-1.32%
3 Year	20.48%	17.4%
5 Year	24.16%	18.5%

SIP Return Analysis

Scheme Name	HDFC Flexi Cap Fund - Growth Plan	Edelweiss Flexi Cap Fund - Regular Plan - Growth Option
6 Month	3.86%	3.82%
1 Year	18.04%	16.59%
3 Year	20.02%	16.63%
5 Year	21.25%	16.66%

Rolling Lumpsum Returns

Scheme Name	HDFC Flexi Cap Fund - Growth Plan	Edelweiss Flexi Cap Fund - Regular Plan - Growth Option
1 Year	19.53%	11.77%
3 Year	18.52%	15.56%
5 Year	16.6%	15.2%

Risk Management

Scheme Name	HDFC Flexi Cap Fund - Growth Plan	Edelweiss Flexi Cap Fund - Regular Plan - Growth Option
Standard Deviation	10.52%	13.34%
Sharp	1.24%	0.82%
Beta	0.78%	0.99%
Alpha	6.27%	2.43%

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	12.84	8.56
Large Cap	74.59	57.26
Small Cap	9.35	8.76
Mid Cap	3.23	25.42

Sector Allocation

Scheme Name	HDFC Flexi Cap Fund - Growth Plan	Edelweiss Flexi Cap Fund - Regular Plan - Growth Option
Others	10.26	2.01
Technology	5.21	10.83
Consumer Cyclical	15.78	13.16
Industrials	5.09	11.1
Basic Materials	5.93	6.66
Financial Services	39.51	31.68
Healthcare	8.26	6.99
Real Estate	2.58	1.81
Energy	1.41	4.76
Communication Services	2.63	2.54
Utilities	2.42	2.46
Consumer Defensive	0.9	6.01

Top Comparisons

Invesco India Money Market Fund - Growth

3Y Returns7.22%

VS

Aditya Birla Sun Life Money Manager Fund - Growth

3Y Returns7.54%

Compare Now

Bandhan Ultra Short Duration Fund - Regular Plan - Growth

3Y Returns7.15%

VS

UTI Ultra Short Duration Fund- Regular Plan - Growth Option

3Y Returns6.88%

Compare Now

Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth

3Y Returns14.82%

VS

Bandhan Large & Mid Cap Fund - Regular Plan - Growth

3Y Returns21.91%

Compare Now

ITI Balanced Advantage Fund Regular - Growth

3Y Returns10.8%

VS

Kotak Balanced Advantage Fund -Regular Plan - Growth Option

3Y Returns11.28%

Compare Now

Popup Image

Register for Exclusive Access!

OR

Add to Cart Successfully