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) | ₹81936 Cr | ₹5075 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 | 3.14% | 2.61% |
6 Month | 15.02% | 18.62% |
1 Year | 5.02% | -1.98% |
3 Year | 21.76% | 18.46% |
5 Year | 28.32% | 21.52% |
SIP Return Analysis
Scheme Name | HDFC Flexi Cap Fund - Growth Plan | HSBC Flexi Cap Fund - Regular Growth |
---|---|---|
6 Month | 4.4% | 4.07% |
1 Year | 15.32% | 11.02% |
3 Year | 21.37% | 18.5% |
5 Year | 22.57% | 17.56% |
Rolling Lumpsum Returns
Scheme Name | HDFC Flexi Cap Fund - Growth Plan | HSBC Flexi Cap Fund - Regular Growth |
---|---|---|
1 Year | 18.14% | 15.03% |
3 Year | 19.11% | 13.18% |
5 Year | 18.88% | 14.01% |
Risk Management
Scheme Name | HDFC Flexi Cap Fund - Growth Plan | HSBC Flexi Cap Fund - Regular Growth |
---|---|---|
Standard Deviation | 11.22% | 14.21% |
Sharp | 1.23% | 0.80% |
Beta | 0.81% | 1.01% |
Alpha | 7.42% | 3.43% |
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 | 11.84 | 5.99 |
Large Cap | 74.89 | 52.41 |
Mid Cap | 3.41 | 19.19 |
Small Cap | 9.86 | 22.42 |
Sector Allocation
Scheme Name |
HDFC Flexi Cap Fund - Growth Plan |
HSBC Flexi Cap Fund - Regular Growth |
---|---|---|
Others | 9.03 | 1.37 |
Communication Services | 2.93 | 3.1 |
Energy | 0.93 | 4.18 |
Technology | 4.85 | 11.71 |
Consumer Cyclical | 16.85 | 13.53 |
Industrials | 4.88 | 14.65 |
Basic Materials | 5.94 | 9.04 |
Financial Services | 40.06 | 27.75 |
Real Estate | 2.69 | 2.03 |
Healthcare | 9.05 | 5.03 |
Utilities | 2.09 | 2.12 |
Consumer Defensive | 0.71 | 5.49 |
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