HSBC Flexi Cap Fund vs Canara Robeco Flexicap Fund compare
HSBC Flexi Cap Fund - Regular Growth
Canara Robeco Flexicap Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | HSBC Flexi Cap Fund - Regular Growth | Canara Robeco Flexicap Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | HSBC Flexi Cap Fund - Regular Growth | Canara Robeco Flexicap Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹5049 Cr | ₹13363 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 24 Feb 2004 | 16 Sep 2003 |
| Category | Flexi Cap | Flexi Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | BSE 500 TRI |
| Turn Over | 27% | 30% |
| Expense Ratio | 1.93 | 1.69 |
| Manager | Venugopal Manghat | Shridatta Bhandwaldar |
| ISIN Code | INF336L01AF5 | INF760K01019 |
| Exits Load | HSBC Flexi Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Canara Robeco Flexi Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | HSBC Flexi Cap Fund - Regular Growth | Canara Robeco Flexicap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 4.68% | 4.09% |
| 6 Month | 10.87% | 9.97% |
| 1 Year | 4.5% | 7.1% |
| 3 Year | 20.77% | 16.34% |
| 5 Year | 21.4% | 18.93% |
SIP Return Analysis
| Scheme Name | HSBC Flexi Cap Fund - Regular Growth | Canara Robeco Flexicap Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 2.99% | 2.76% |
| 1 Year | 14.63% | 15.4% |
| 3 Year | 18.57% | 15.86% |
| 5 Year | 17.72% | 14.94% |
Rolling Lumpsum Returns
| Scheme Name | HSBC Flexi Cap Fund - Regular Growth | Canara Robeco Flexicap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 14.77% | 15.6% |
| 3 Year | 13.32% | 15.13% |
| 5 Year | 14.1% | 14.43% |
Risk Management
| Scheme Name | HSBC Flexi Cap Fund - Regular Growth | Canara Robeco Flexicap Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 13.97% | 11.94% |
| Sharp | 0.91% | 0.8% |
| Beta | 1.01% | 0.9% |
| Alpha | 3.32% | 0.13% |
Fund Managers
| Scheme Name | HSBC Flexi Cap Fund - Regular Growth | Canara Robeco Flexicap Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Venugopal Manghat | Shridatta Bhandwaldar |
| Total AUM | ₹41442 Cr | ₹69491 Cr |
| Funds Managed | 7 | 12 |
| HSBC Flexi Cap Fund - Regular Growth | Canara Robeco Flexicap Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
HSBC Flexi Cap Fund - Regular Growth |
Canara Robeco Flexicap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 7.02 | 6.01 |
| Large Cap | 52.87 | 68.55 |
| Small Cap | 21.8 | 4.52 |
| Mid Cap | 18.31 | 20.91 |
Sector Allocation
| Scheme Name |
HSBC Flexi Cap Fund - Regular Growth |
Canara Robeco Flexicap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 1.85 | 2.99 |
| Energy | 4.08 | 3.85 |
| Industrials | 13.04 | 11.84 |
| Technology | 14.06 | 8.06 |
| Consumer Cyclical | 14.28 | 18.34 |
| Consumer Defensive | 5.83 | 7.15 |
| Basic Materials | 8.66 | 6.13 |
| Financial Services | 26.17 | 28.04 |
| Healthcare | 4.94 | 6.53 |
| Real Estate | 1.87 | 1.04 |
| Utilities | 2.09 | 2.58 |
| Communication Services | 3.12 | 3.45 |
Top Comparisons
PGIM India Arbitrage Fund - Regular Plan - Growth
3Y Returns6.53%
DSP Arbitrage Fund - Regular - Growth
3Y Returns6.91%
ICICI Prudential Focused Equity Fund - Growth
3Y Returns22.96%
Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option
3Y Returns9.66%
Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan
3Y Returns9.62%
DSP Bond Fund - Growth
3Y Returns7.86%
ICICI Prudential Flexicap Fund - Growth
3Y Returns19.82%
DSP Flexi Cap Fund - Regular Plan - Growth
3Y Returns18.23%