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) | ₹24815 Cr | ₹5248 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 | 0.2% | -1.84% |
| 6 Month | 6.97% | 2.48% |
| 1 Year | 9.34% | -1.43% |
| 3 Year | 17.62% | 18.62% |
| 5 Year | 16.72% | 17.17% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan | HSBC Flexi Cap Fund - Regular Growth |
|---|---|---|
| 6 Month | 3.81% | -0.09% |
| 1 Year | 18.75% | 10.85% |
| 3 Year | 16.86% | 15.08% |
| 5 Year | 15.6% | 15.62% |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan | HSBC Flexi Cap Fund - Regular Growth |
|---|---|---|
| 1 Year | 15.83% | 14.52% |
| 3 Year | 16.67% | 13.58% |
| 5 Year | 16.32% | 14.18% |
Risk Management
| Scheme Name | Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan | HSBC Flexi Cap Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 12.55% | 14.04% |
| Sharp | 0.85% | 0.85% |
| Beta | 0.96% | 1.02% |
| Alpha | 1.22% | 3.20% |
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 | 5.27 | 10.26 |
| Large Cap | 61.62 | 50.11 |
| Mid Cap | 19.98 | 17.46 |
| Small Cap | 13.13 | 22.17 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan |
HSBC Flexi Cap Fund - Regular Growth |
|---|---|---|
| Others | 1.18 | 2.05 |
| Communication Services | 2.63 | 2.92 |
| Energy | 4.88 | 3.94 |
| Technology | 10.2 | 14.08 |
| Healthcare | 7.5 | 4.77 |
| Industrials | 9.17 | 14.5 |
| Basic Materials | 10.43 | 6.52 |
| Financial Services | 31.89 | 28.71 |
| Consumer Cyclical | 14.02 | 12.01 |
| Consumer Defensive | 7.5 | 5.95 |
| Real Estate | 0.6 | 1.59 |
| Utilities | - | 2.96 |
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