HSBC Flexi Cap Fund vs Aditya Birla Sun Life Flexi Cap Fund compare
Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan
HSBC Flexi Cap Fund - Regular Growth
Chart Comparison
Overview
| Scheme Name | Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan | HSBC Flexi Cap Fund - Regular Growth |
|---|---|---|
| Fund | Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan | HSBC Flexi Cap Fund - Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹24443 Cr | ₹5267 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹1000 | ₹500 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 27 Aug 1998 | 24 Feb 2004 |
| Category | Flexi Cap | Flexi Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
| Turn Over | 20% | 27% |
| Expense Ratio | 1.68 | 1.93 |
| Manager | Dhaval Joshi | Venugopal Manghat |
| ISIN Code | INF209K01AJ8 | INF336L01AF5 |
| Exits Load | Aditya Birla Sun Life Flexi Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 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 | Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan | HSBC Flexi Cap Fund - Regular Growth |
|---|---|---|
| 1 Month | 1.36% | -0.16% |
| 6 Month | 5.99% | 4.65% |
| 1 Year | 11.86% | 6.21% |
| 3 Year | 17.59% | 19.75% |
| 5 Year | 18.13% | 18.92% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan | HSBC Flexi Cap Fund - Regular Growth |
|---|---|---|
| 6 Month | 3.97% | 1.54% |
| 1 Year | 17.93% | 13.01% |
| 3 Year | 17.24% | 16.98% |
| 5 Year | 15.86% | 16.71% |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan | HSBC Flexi Cap Fund - Regular Growth |
|---|---|---|
| 1 Year | 15.98% | 14.66% |
| 3 Year | 16.62% | 13.49% |
| 5 Year | 16.25% | 14.13% |
Risk Management
| Scheme Name | Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan | HSBC Flexi Cap Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 12.55% | 13.99% |
| Sharp | 0.89% | 0.92% |
| Beta | 0.96% | 1.01% |
| Alpha | 1.11% | 3.40% |
Fund Managers
| Scheme Name | Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan | HSBC Flexi Cap Fund - Regular Growth |
|---|---|---|
| Name | Dhaval Joshi | Venugopal Manghat |
| Total AUM | ₹361932 Cr | ₹41442 Cr |
| Funds Managed | 55 | 7 |
| Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan | HSBC Flexi Cap Fund - Regular Growth |
Market Cap
| Scheme Name |
Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan |
HSBC Flexi Cap Fund - Regular Growth |
|---|---|---|
| Others | 4.5 | 8.23 |
| Large Cap | 62.38 | 50.63 |
| Mid Cap | 19.67 | 17.83 |
| Small Cap | 13.44 | 23.31 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan |
HSBC Flexi Cap Fund - Regular Growth |
|---|---|---|
| Others | 1.63 | 1.09 |
| Communication Services | 2.69 | 3.23 |
| Energy | 4.82 | 3.78 |
| Technology | 9.78 | 14.24 |
| Healthcare | 6.5 | 4.81 |
| Industrials | 10.17 | 15.13 |
| Basic Materials | 10.71 | 7.24 |
| Financial Services | 31.83 | 28.01 |
| Consumer Cyclical | 13.73 | 11.43 |
| Consumer Defensive | 7.49 | 6.03 |
| Real Estate | 0.64 | 1.72 |
| Utilities | - | 3.3 |
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