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HDFC Flexi Cap Fund vs Edelweiss Flexi Cap Fund compare

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tortoise-icon HDFC Flexi Cap Fund - Growth Plan

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tortoise-icon Edelweiss Flexi Cap Fund - Regular Plan - Growth Option

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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) ₹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

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