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) | ₹18727 Cr | ₹5075 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 | 1.06% | 2.16% |
6 Month | 13.23% | 19.6% |
1 Year | -2.62% | -2.07% |
3 Year | 17.56% | 18.73% |
5 Year | 23.97% | 21.12% |
SIP Return Analysis
Scheme Name | Franklin India Flexi Cap Fund - Growth | HSBC Flexi Cap Fund - Regular Growth |
---|---|---|
6 Month | 1.94% | 4.07% |
1 Year | 7.19% | 11.02% |
3 Year | 16.48% | 18.5% |
5 Year | 17.67% | 17.56% |
Rolling Lumpsum Returns
Scheme Name | Franklin India Flexi Cap Fund - Growth | HSBC Flexi Cap Fund - Regular Growth |
---|---|---|
1 Year | 15.92% | 15.03% |
3 Year | 19.1% | 13.18% |
5 Year | 19.04% | 14.01% |
Risk Management
Scheme Name | Franklin India Flexi Cap Fund - Growth | HSBC Flexi Cap Fund - Regular Growth |
---|---|---|
Standard Deviation | 12.64% | 14.21% |
Sharp | 0.84% | 0.80% |
Beta | 0.92% | 1.01% |
Alpha | 3.34% | 3.43% |
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 | 5.48 | 5.99 |
Large Cap | 72.9 | 52.41 |
Small Cap | 8.63 | 22.42 |
Mid Cap | 13 | 19.19 |
Sector Allocation
Scheme Name |
Franklin India Flexi Cap Fund - Growth |
HSBC Flexi Cap Fund - Regular Growth |
---|---|---|
Others | 5.48 | 1.37 |
Energy | 4.07 | 4.18 |
Technology | 7.57 | 11.71 |
Industrials | 11.1 | 14.65 |
Financial Services | 28.9 | 27.75 |
Healthcare | 7.87 | 5.03 |
Basic Materials | 5.4 | 9.04 |
Consumer Cyclical | 12.09 | 13.53 |
Communication Services | 5.35 | 3.1 |
Utilities | 5.56 | 2.12 |
Consumer Defensive | 4.69 | 5.49 |
Real Estate | 1.92 | 2.03 |
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