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) | ₹22962 Cr | ₹5075 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 | 3.31% | 3.21% |
6 Month | 16% | 20.17% |
1 Year | 0.69% | -1.26% |
3 Year | 17.77% | 20.03% |
5 Year | 20.13% | 21.3% |
SIP Return Analysis
Scheme Name | Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan | HSBC Flexi Cap Fund - Regular Growth |
---|---|---|
6 Month | 3.89% | 4.07% |
1 Year | 12.42% | 11.02% |
3 Year | 16.92% | 18.5% |
5 Year | 15.81% | 17.56% |
Rolling Lumpsum Returns
Scheme Name | Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan | HSBC Flexi Cap Fund - Regular Growth |
---|---|---|
1 Year | 16.53% | 15.03% |
3 Year | 16.26% | 13.18% |
5 Year | 17.18% | 14.01% |
Risk Management
Scheme Name | Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan | HSBC Flexi Cap Fund - Regular Growth |
---|---|---|
Standard Deviation | 12.55% | 14.21% |
Sharp | 0.8% | 0.80% |
Beta | 0.95% | 1.01% |
Alpha | 1.47% | 3.43% |
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 | 4.49 | 5.99 |
Large Cap | 65.11 | 52.41 |
Mid Cap | 17.4 | 19.19 |
Small Cap | 12.99 | 22.42 |
Sector Allocation
Scheme Name |
Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan |
HSBC Flexi Cap Fund - Regular Growth |
---|---|---|
Others | 1.33 | 1.37 |
Communication Services | 2.81 | 3.1 |
Energy | 4.6 | 4.18 |
Technology | 9.25 | 11.71 |
Healthcare | 7.15 | 5.03 |
Industrials | 10.93 | 14.65 |
Basic Materials | 10.23 | 9.04 |
Financial Services | 32.2 | 27.75 |
Consumer Cyclical | 13.39 | 13.53 |
Consumer Defensive | 7.5 | 5.49 |
Real Estate | 0.6 | 2.03 |
Utilities | - | 2.12 |
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