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 | 1.53% | 0.58% |
| 6 Month | 5.26% | 0.96% |
| 1 Year | 9.9% | 0.23% |
| 3 Year | 18.41% | 19.89% |
| 5 Year | 16.47% | 17.21% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan | HSBC Flexi Cap Fund - Regular Growth |
|---|---|---|
| 6 Month | 5.03% | 1.74% |
| 1 Year | 20% | 13.59% |
| 3 Year | 17.08% | 15.37% |
| 5 Year | 15.82% | 15.92% |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan | HSBC Flexi Cap Fund - Regular Growth |
|---|---|---|
| 1 Year | 15.8% | 14.47% |
| 3 Year | 16.69% | 13.61% |
| 5 Year | 16.35% | 14.2% |
Risk Management
| Scheme Name | Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan | HSBC Flexi Cap Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 12.55% | 11.4% |
| Sharp | 0.85% | 0.91% |
| Beta | 0.96% | 1.02% |
| Alpha | 1.22% | 2.66% |
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 | 0.65 | 1.99 |
| Large Cap | 65.88 | 53.13 |
| Small Cap | 13.23 | 22.16 |
| Mid Cap | 19.68 | 22.72 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan |
HSBC Flexi Cap Fund - Regular Growth |
|---|---|---|
| Others | 0.65 | 1.99 |
| Telecom - Services | 2.62 | 2.92 |
| Petroleum Products | 4.88 | 3.35 |
| IT - Software | 10.2 | 10.4 |
| Pharmaceuticals & Biotechnology | 3.36 | 3.87 |
| Construction | 1.77 | 2.54 |
| Consumer Durables | 2.55 | 2.99 |
| Non - Ferrous Metals | 2 | 1.15 |
| Banks | 22.06 | 15.35 |
| Cement & Cement Products | 1.95 | 1.9 |
| Electrical Equipment | 1.08 | 5.07 |
| Auto Components | 5.45 | 3.68 |
| Automobiles | 6.71 | 3.46 |
| Chemicals & Petrochemicals | 3.2 | 0.62 |
| Personal Products | 1.89 | 1.16 |
| Healthcare Services | 2.88 | 0.8 |
| Finance | 4.37 | 6.95 |
| Insurance | 4.4 | - |
| Industrial Products | 3.63 | 2.06 |
| Agricultural Food & other Products | 1.6 | - |
| Retailing | 4.01 | 3 |
| Fertilizers & Agrochemicals | 0.87 | 0.9 |
| Industrial Manufacturing | 0.36 | 1.94 |
| Realty | 0.6 | 1.59 |
| Capital Markets | 1.06 | 5.23 |
| Transport Infrastructure | 0.95 | 0.54 |
| Ferrous Metals | 1.46 | 1.17 |
| Beverages | 2.88 | 2.1 |
| Diversified FMCG | - | 1.87 |
| Aerospace & Defense | - | 2.94 |
| Commercial Services & Supplies | - | 1.02 |
| Power | - | 1.98 |
| Agricultural, Commercial & Construction Vehicles | - | 1.1 |
| Food Products | - | 0.83 |
| Oil | - | 0.6 |
| Financial Technology (Fintech) | - | 1.19 |
| Leisure Services | - | 1.74 |
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