HDFC Flexi Cap Fund vs HSBC Flexi Cap Fund compare
HDFC Flexi Cap Fund - Growth Plan
HSBC Flexi Cap Fund - Regular Growth
Chart Comparison
Overview
| Scheme Name | HDFC Flexi Cap Fund - Growth Plan | HSBC Flexi Cap Fund - Regular Growth |
|---|---|---|
| Fund | HDFC Flexi Cap Fund - Growth Plan | HSBC Flexi Cap Fund - Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹85560 Cr | ₹5049 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 01 Jan 1995 | 24 Feb 2004 |
| Category | Flexi Cap | Flexi Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
| Turn Over | 42.17% | 27% |
| Expense Ratio | 1.42 | 1.93 |
| Manager | Dhruv Muchhal | Venugopal Manghat |
| ISIN Code | INF179K01608 | INF336L01AF5 |
| 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 | HSBC Flexi Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | HDFC Flexi Cap Fund - Growth Plan | HSBC Flexi Cap Fund - Regular Growth |
|---|---|---|
| 1 Month | 2.42% | 3.04% |
| 6 Month | 7.7% | 10.84% |
| 1 Year | 10.2% | 3.99% |
| 3 Year | 22.1% | 20.11% |
| 5 Year | 29.36% | 21.42% |
SIP Return Analysis
| Scheme Name | HDFC Flexi Cap Fund - Growth Plan | HSBC Flexi Cap Fund - Regular Growth |
|---|---|---|
| 6 Month | 3.82% | 2.99% |
| 1 Year | 17.38% | 14.63% |
| 3 Year | 21.33% | 18.57% |
| 5 Year | 22.47% | 17.72% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Flexi Cap Fund - Growth Plan | HSBC Flexi Cap Fund - Regular Growth |
|---|---|---|
| 1 Year | 17.96% | 14.77% |
| 3 Year | 19.22% | 13.32% |
| 5 Year | 18.92% | 14.1% |
Risk Management
| Scheme Name | HDFC Flexi Cap Fund - Growth Plan | HSBC Flexi Cap Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 10.92% | 13.97% |
| Sharp | 1.40% | 0.91% |
| Beta | 0.80% | 1.01% |
| Alpha | 7.74% | 3.32% |
Fund Managers
| Scheme Name | HDFC Flexi Cap Fund - Growth Plan | HSBC Flexi Cap Fund - Regular Growth |
|---|---|---|
| Name | Dhruv Muchhal | Venugopal Manghat |
| Total AUM | ₹520687 Cr | ₹41442 Cr |
| Funds Managed | 40 | 7 |
| HDFC Flexi Cap Fund - Growth Plan | HSBC Flexi Cap Fund - Regular Growth |
Market Cap
| Scheme Name |
HDFC Flexi Cap Fund - Growth Plan |
HSBC Flexi Cap Fund - Regular Growth |
|---|---|---|
| Others | 12.06 | 7.02 |
| Large Cap | 74.74 | 52.87 |
| Small Cap | 9.87 | 21.8 |
| Mid Cap | 3.33 | 18.31 |
Sector Allocation
| Scheme Name |
HDFC Flexi Cap Fund - Growth Plan |
HSBC Flexi Cap Fund - Regular Growth |
|---|---|---|
| Others | 9.24 | 1.85 |
| Technology | 4.98 | 14.06 |
| Consumer Cyclical | 17.25 | 14.28 |
| Industrials | 5.21 | 13.04 |
| Basic Materials | 5.99 | 8.66 |
| Financial Services | 39 | 26.17 |
| Healthcare | 8.73 | 4.94 |
| Real Estate | 2.82 | 1.87 |
| Energy | 1.28 | 4.08 |
| Communication Services | 2.6 | 3.12 |
| Utilities | 2.23 | 2.09 |
| Consumer Defensive | 0.67 | 5.83 |
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