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) | ₹80642 Cr | ₹2768 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 | 1.31% | -0.22% |
6 Month | 12.02% | 11.5% |
1 Year | 8.46% | 0.07% |
3 Year | 22.15% | 17.43% |
5 Year | 27.64% | 21.48% |
SIP Return Analysis
Scheme Name | HDFC Flexi Cap Fund - Growth Plan | Edelweiss Flexi Cap Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 3.54% | 3.26% |
1 Year | 9.56% | 2.61% |
3 Year | 20.48% | 16.19% |
5 Year | 22.41% | 16.81% |
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 | 11.30% | 13.58% |
Sharp | 1.36% | 0.86% |
Beta | 0.81% | 0.98% |
Alpha | 7.13% | 1.76% |
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 | 11.84 | 7.31 |
Large Cap | 74.89 | 61.51 |
Mid Cap | 3.41 | 23.05 |
Small Cap | 9.86 | 8.13 |
Sector Allocation
Scheme Name |
HDFC Flexi Cap Fund - Growth Plan |
Edelweiss Flexi Cap Fund - Regular Plan - Growth Option |
---|---|---|
Others | 9.03 | 2.1 |
Communication Services | 2.93 | 2.57 |
Energy | 0.93 | 5.21 |
Technology | 4.85 | 11.3 |
Consumer Cyclical | 16.85 | 12.48 |
Industrials | 4.88 | 11.72 |
Basic Materials | 5.94 | 5.8 |
Financial Services | 40.06 | 29.86 |
Real Estate | 2.69 | 2.03 |
Healthcare | 9.05 | 7.95 |
Utilities | 2.09 | 2.87 |
Consumer Defensive | 0.71 | 6.11 |
Top Comparisons
HDFC Balanced Advantage Fund Regular Growth
3Y Returns18.59%
HSBC Balanced Advantage Fund - Regular Growth
3Y Returns11.49%
ICICI Prudential Bond Fund - Growth
3Y Returns7.74%
Canara Robeco Income Fund - Regular Plan - Growth Option
3Y Returns5.97%
Franklin India ELSS Tax Saver Fund-Growth
3Y Returns18.28%
Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option
3Y Returns15.16%
WhiteOak Capital Special Opportunities Fund-Reg (G)
3Y Returns0%
Edelweiss Nifty Alpha Low Volatility 30 Index Fund-Reg (G)
3Y Returns0%