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) | ₹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 | 1.38% | 2.59% |
| 6 Month | 6.76% | 7.37% |
| 1 Year | 12.16% | 7.02% |
| 3 Year | 21.56% | 18.33% |
| 5 Year | 26.54% | 20.05% |
SIP Return Analysis
| Scheme Name | HDFC Flexi Cap Fund - Growth Plan | Edelweiss Flexi Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 3.13% | 3.37% |
| 1 Year | 16.29% | 14.83% |
| 3 Year | 20.17% | 17% |
| 5 Year | 21.4% | 16.88% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Flexi Cap Fund - Growth Plan | Edelweiss Flexi Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 19.61% | 11.84% |
| 3 Year | 18.48% | 15.51% |
| 5 Year | 16.58% | 15.13% |
Risk Management
| Scheme Name | HDFC Flexi Cap Fund - Growth Plan | Edelweiss Flexi Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 10.59% | 13.35% |
| Sharp | 1.34% | 0.84% |
| Beta | 0.78% | 0.98% |
| Alpha | 6.79% | 1.96% |
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 | 12.06 | 7.72 |
| Large Cap | 74.74 | 58.36 |
| Small Cap | 9.87 | 8.9 |
| Mid Cap | 3.33 | 25.03 |
Sector Allocation
| Scheme Name |
HDFC Flexi Cap Fund - Growth Plan |
Edelweiss Flexi Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 9.24 | 3.01 |
| Technology | 4.98 | 10.37 |
| Consumer Cyclical | 17.25 | 14.09 |
| Industrials | 5.21 | 11.49 |
| Basic Materials | 5.99 | 6.18 |
| Financial Services | 39 | 29.41 |
| Healthcare | 8.73 | 7.34 |
| Real Estate | 2.82 | 1.93 |
| Energy | 1.28 | 4.36 |
| Communication Services | 2.6 | 2.46 |
| Utilities | 2.23 | 2.84 |
| Consumer Defensive | 0.67 | 6.51 |
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