HSBC Flexi Cap Fund vs Franklin India Flexi Cap Fund compare
Franklin India Flexi Cap Fund - Growth
HSBC Flexi Cap Fund - Regular Growth
Chart Comparison
Overview
| Scheme Name | Franklin India Flexi Cap Fund - Growth | HSBC Flexi Cap Fund - Regular Growth |
|---|---|---|
| Fund | Franklin India Flexi Cap Fund - Growth | HSBC Flexi Cap Fund - Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹19796 Cr | ₹5248 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 29 Sep 1994 | 24 Feb 2004 |
| Category | Flexi Cap | Flexi Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
| Turn Over | 18.1% | 27% |
| Expense Ratio | 1.71 | 1.93 |
| Manager | R Janakiraman | Venugopal Manghat |
| ISIN Code | INF090I01239 | INF336L01AF5 |
| Exits Load | Franklin India Flexi Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 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 | Franklin India Flexi Cap Fund - Growth | HSBC Flexi Cap Fund - Regular Growth |
|---|---|---|
| 1 Month | -0.36% | 0.33% |
| 6 Month | 1.76% | 2.32% |
| 1 Year | 4.24% | 1.72% |
| 3 Year | 18.14% | 20.81% |
| 5 Year | 20.53% | 17.67% |
SIP Return Analysis
| Scheme Name | Franklin India Flexi Cap Fund - Growth | HSBC Flexi Cap Fund - Regular Growth |
|---|---|---|
| 6 Month | 0.18% | -1.22% |
| 1 Year | 7.36% | 7.36% |
| 3 Year | 14.27% | 14.58% |
| 5 Year | 16.14% | 15.63% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Flexi Cap Fund - Growth | HSBC Flexi Cap Fund - Regular Growth |
|---|---|---|
| 1 Year | 17.05% | 14.52% |
| 3 Year | 18.61% | 13.58% |
| 5 Year | 17.35% | 14.18% |
Risk Management
| Scheme Name | Franklin India Flexi Cap Fund - Growth | HSBC Flexi Cap Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 12.37% | 14.04% |
| Sharp | 0.83% | 0.85% |
| Beta | 0.93% | 1.02% |
| Alpha | 2.24% | 3.20% |
Fund Managers
| Scheme Name | Franklin India Flexi Cap Fund - Growth | HSBC Flexi Cap Fund - Regular Growth |
|---|---|---|
| Name | R Janakiraman | Venugopal Manghat |
| Total AUM | ₹50034 Cr | ₹41442 Cr |
| Funds Managed | 8 | 7 |
| Franklin India Flexi Cap Fund - Growth | HSBC Flexi Cap Fund - Regular Growth |
Market Cap
| Scheme Name |
Franklin India Flexi Cap Fund - Growth |
HSBC Flexi Cap Fund - Regular Growth |
|---|---|---|
| Others | 4.25 | 10.26 |
| Large Cap | 75.2 | 50.11 |
| Small Cap | 8.13 | 22.17 |
| Mid Cap | 12.42 | 17.46 |
Sector Allocation
| Scheme Name |
Franklin India Flexi Cap Fund - Growth |
HSBC Flexi Cap Fund - Regular Growth |
|---|---|---|
| Others | 3.52 | 2.05 |
| Energy | 4.75 | 3.94 |
| Technology | 8.46 | 14.08 |
| Industrials | 13.96 | 14.5 |
| Financial Services | 28.83 | 28.71 |
| Healthcare | 6.9 | 4.77 |
| Basic Materials | 4.92 | 6.52 |
| Consumer Cyclical | 10.37 | 12.01 |
| Communication Services | 5.78 | 2.92 |
| Utilities | 5.39 | 2.96 |
| Consumer Defensive | 5.59 | 5.95 |
| Real Estate | 1.53 | 1.59 |
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