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) | ₹23127 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 | -1.47% | -2.1% |
6 Month | 11.11% | 13.57% |
1 Year | 4.67% | 2.65% |
3 Year | 16.38% | 18.65% |
5 Year | 20.22% | 21.67% |
SIP Return Analysis
Scheme Name | Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan | HSBC Flexi Cap Fund - Regular Growth |
---|---|---|
6 Month | 3.32% | 4.56% |
1 Year | 6.45% | 5.28% |
3 Year | 16% | 17.89% |
5 Year | 15.51% | 17.39% |
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% | 14.07% |
Sharp | 0.91% | 0.93% |
Beta | 0.94% | 0.99% |
Alpha | 0.93% | 3.15% |
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 | 5.33 | 6.24 |
Large Cap | 65.38 | 52.36 |
Mid Cap | 16.17 | 19.13 |
Small Cap | 13.11 | 22.27 |
Sector Allocation
Scheme Name |
Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan |
HSBC Flexi Cap Fund - Regular Growth |
---|---|---|
Others | 2.46 | 1.51 |
Communication Services | 3.03 | 3.19 |
Energy | 4.79 | 4.37 |
Technology | 7.92 | 11.87 |
Healthcare | 7.34 | 4.83 |
Industrials | 11.52 | 14.51 |
Financial Services | 32.29 | 27.84 |
Basic Materials | 10.34 | 8.39 |
Consumer Cyclical | 12.46 | 13.9 |
Consumer Defensive | 7.18 | 5.05 |
Real Estate | 0.67 | 2.12 |
Utilities | - | 2.43 |
Top Comparisons
Kotak Overnight Fund -Regular plan-Growth Option
3Y Returns6.36%
Nippon India Overnight Fund - Regular Plan - Growth Option
3Y Returns6.39%
SBI Corporate Bond Fund - Regular Plan - Growth
3Y Returns7.42%
PGIM India Corporate Bond Fund - Growth
3Y Returns6.99%
Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option
3Y Returns13.1%
UTI Aggressive Hybrid Fund- Regular Plan - Growth
3Y Returns15.89%
SBI Multi Asset Allocation Fund - Regular Plan - Growth
3Y Returns15.78%
Axis Multi Asset Allocation Fund - Regular Plan - Growth Option
3Y Returns10.07%