HDFC Flexi Cap Fund vs Parag Parikh Flexi Cap Fund Regular compare
HDFC Flexi Cap Fund - Growth Plan
Parag Parikh Flexi Cap Fund Regular-Growth
Chart Comparison
Overview
| Scheme Name | HDFC Flexi Cap Fund - Growth Plan | Parag Parikh Flexi Cap Fund Regular-Growth |
|---|---|---|
| Fund | HDFC Flexi Cap Fund - Growth Plan | Parag Parikh Flexi Cap Fund Regular-Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹94069 Cr | ₹129783 Cr |
| Min Investment | ₹100 | ₹1000 |
| Min SIP Invesment | ₹100 | ₹1000 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 01 Jan 1995 | 24 May 2013 |
| Category | Flexi Cap | Flexi Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
| Turn Over | 42.17% | % |
| Expense Ratio | 1.42 | 1.33 |
| Manager | Dhruv Muchhal | Rajeev Thakkar |
| ISIN Code | INF179K01608 | INF879O01019 |
| 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 | Parag Parikh Flexi Cap Fund - Growth charges 1.0% of sell value; if fund sold before 730 days. There are no other charges., 2.0% if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | HDFC Flexi Cap Fund - Growth Plan | Parag Parikh Flexi Cap Fund Regular-Growth |
|---|---|---|
| 1 Month | -1.13% | - |
| 6 Month | 3.11% | 2.23% |
| 1 Year | 10.68% | 7.85% |
| 3 Year | 21.59% | 22.19% |
| 5 Year | 23.84% | 20.03% |
SIP Return Analysis
| Scheme Name | HDFC Flexi Cap Fund - Growth Plan | Parag Parikh Flexi Cap Fund Regular-Growth |
|---|---|---|
| 6 Month | 2.06% | 2.24% |
| 1 Year | 13.08% | 11.1% |
| 3 Year | 18.52% | 16.91% |
| 5 Year | 20.6% | 17.58% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Flexi Cap Fund - Growth Plan | Parag Parikh Flexi Cap Fund Regular-Growth |
|---|---|---|
| 1 Year | 19.47% | 17.37% |
| 3 Year | 18.54% | 18.71% |
| 5 Year | 16.62% | 18.54% |
Risk Management
| Scheme Name | HDFC Flexi Cap Fund - Growth Plan | Parag Parikh Flexi Cap Fund Regular-Growth |
|---|---|---|
| Standard Deviation | 10.52% | 8.41% |
| Sharp | 1.24% | 1.55% |
| Beta | 0.78% | 0.57% |
| Alpha | 6.27% | 8.12% |
Fund Managers
| Scheme Name | HDFC Flexi Cap Fund - Growth Plan | Parag Parikh Flexi Cap Fund Regular-Growth |
|---|---|---|
| Name | Dhruv Muchhal | Rajeev Thakkar |
| Total AUM | ₹520687 Cr | ₹0 Cr |
| Funds Managed | 40 | 5 |
| HDFC Flexi Cap Fund - Growth Plan | Parag Parikh Flexi Cap Fund Regular-Growth |
Market Cap
| Scheme Name |
HDFC Flexi Cap Fund - Growth Plan |
Parag Parikh Flexi Cap Fund Regular-Growth |
|---|---|---|
| Others | 13.81 | 34.3 |
| Large Cap | 74.2 | 61.89 |
| Small Cap | 8.73 | 2.82 |
| Mid Cap | 3.26 | 0.99 |
Sector Allocation
| Scheme Name |
HDFC Flexi Cap Fund - Growth Plan |
Parag Parikh Flexi Cap Fund Regular-Growth |
|---|---|---|
| Others | 11.32 | 21.02 |
| Technology | 5.37 | 7.79 |
| Consumer Cyclical | 15.16 | 10.24 |
| Industrials | 5.03 | 0.28 |
| Basic Materials | 5.2 | 0.77 |
| Financial Services | 40.05 | 27.78 |
| Healthcare | 7.87 | 4.27 |
| Real Estate | 2.49 | 0.77 |
| Energy | 1.42 | 5.53 |
| Communication Services | 2.61 | 10.26 |
| Utilities | 2.61 | 5.96 |
| Consumer Defensive | 0.88 | 5.32 |
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