HSBC Flexi Cap Fund vs Aditya Birla Sun Life Flexi Cap Fund compare

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Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan

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HSBC Flexi Cap Fund - Regular Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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)	₹23266 Cr	₹5049 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

Scheme Name	Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan	HSBC Flexi Cap Fund - Regular Growth
1 Month	4.07%	2.47%
6 Month	8.97%	10.94%
1 Year	8.43%	4.64%
3 Year	17.37%	19.88%
5 Year	19.85%	20.95%

Scheme Name	Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan	HSBC Flexi Cap Fund - Regular Growth
6 Month	5.22%	4%
1 Year	18.92%	16.03%
3 Year	17.74%	18.35%
5 Year	16.19%	17.52%

Scheme Name	Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan	HSBC Flexi Cap Fund - Regular Growth
1 Year	16.28%	14.77%
3 Year	16.31%	13.32%
5 Year	17.33%	14.1%

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	0.87%	0.92%
Beta	0.95%	1.01%
Alpha	1.05%	3.40%

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

Scheme Name	Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan	HSBC Flexi Cap Fund - Regular Growth
Large Cap	69.31	52.87
Small Cap	12.89	21.8
Mid Cap	17.19	18.31
Others	-	7.02

Scheme Name	Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan	HSBC Flexi Cap Fund - Regular Growth
Others	1.34	1.85
Telecom - Services	2.74	-
Petroleum Products	4.67	-
IT - Software	9.36	-
Pharmaceuticals & Biotechnology	3.45	-
Construction	2.2	-
Consumer Durables	2.55	-
Non - Ferrous Metals	2.01	-
Banks	21.96	-
Cement & Cement Products	2.33	-
Electrical Equipment	1.64	-
Auto Components	5.16	-
Automobiles	6.82	-
Chemicals & Petrochemicals	2.92	-
Personal Products	1.58	-
Healthcare Services	3.15	-
Finance	4.18	-
Insurance	4.38	-
Industrial Products	3.73	-
Agricultural Food & other Products	1.74	-
Retailing	2.9	-
Fertilizers & Agrochemicals	0.4	-
Transport Services	0.82	-
Industrial Manufacturing	0.39	-
Realty	0.64	-
Capital Markets	0.9	-
Transport Infrastructure	0.93	-
Ferrous Metals	1.58	-
Beverages	2.92	-
Energy	-	4.08
Industrials	-	13.04
Technology	-	14.06
Consumer Cyclical	-	14.28
Consumer Defensive	-	5.83
Basic Materials	-	8.66
Financial Services	-	26.17
Healthcare	-	4.94
Real Estate	-	1.87
Utilities	-	2.09
Communication Services	-	3.12