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HSBC Flexi Cap Fund vs HDFC Flexi Cap Fund compare

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tortoise-icon HDFC Flexi Cap Fund - Growth Plan

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tortoise-icon HSBC Flexi Cap Fund - Regular Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name HDFC Flexi Cap Fund - Growth Plan HSBC Flexi Cap Fund - Regular Growth
Fund HDFC Flexi Cap Fund - Growth Plan HSBC Flexi Cap Fund - Regular Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹94069 Cr ₹5248 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹1000
Launch Date 01 Jan 1995 24 Feb 2004
Category Flexi Cap Flexi Cap
Fund Type Open Ended Open Ended
Benchmark NIFTY 500 TRI NIFTY 500 TRI
Turn Over 42.17% 27%
Expense Ratio 1.42 1.93
Manager Dhruv Muchhal Venugopal Manghat
ISIN Code INF179K01608 INF336L01AF5
Exits Load HDFC 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 HDFC Flexi Cap Fund - Growth Plan HSBC Flexi Cap Fund - Regular Growth
1 Month 0.43% -1.83%
6 Month 5.99% 1.37%
1 Year 8.82% -2.93%
3 Year 20.8% 18.51%
5 Year 24.13% 17.65%

SIP Return Analysis

Scheme Name HDFC Flexi Cap Fund - Growth Plan HSBC Flexi Cap Fund - Regular Growth
6 Month 2.78% -0.09%
1 Year 16.55% 10.85%
3 Year 19.5% 15.08%
5 Year 20.89% 15.62%

Rolling Lumpsum Returns

Scheme Name HDFC Flexi Cap Fund - Growth Plan HSBC Flexi Cap Fund - Regular Growth
1 Year 19.53% 14.58%
3 Year 18.52% 13.55%
5 Year 16.6% 14.16%

Risk Management

Scheme Name HDFC Flexi Cap Fund - Growth Plan HSBC Flexi Cap Fund - Regular Growth
Standard Deviation 10.52% 14.04%
Sharp 1.24% 0.85%
Beta 0.78% 1.02%
Alpha 6.27% 3.20%

Fund Managers

Scheme Name HDFC Flexi Cap Fund - Growth Plan HSBC Flexi Cap Fund - Regular Growth
Name Dhruv Muchhal Venugopal Manghat
Total AUM ₹520687 Cr ₹41442 Cr
Funds Managed 40 7
HDFC Flexi Cap Fund - Growth Plan HSBC Flexi Cap Fund - Regular Growth

Market Cap

Scheme Name

HDFC Flexi Cap Fund - Growth Plan

HSBC Flexi Cap Fund - Regular Growth

Others 12.84 8.23
Large Cap 74.59 50.63
Small Cap 9.35 23.31
Mid Cap 3.23 17.83

Sector Allocation

Scheme Name

HDFC Flexi Cap Fund - Growth Plan

HSBC Flexi Cap Fund - Regular Growth

Others 10.26 1.09
Technology 5.21 14.24
Consumer Cyclical 15.78 11.43
Industrials 5.09 15.13
Basic Materials 5.93 7.24
Financial Services 39.51 28.01
Healthcare 8.26 4.81
Real Estate 2.58 1.72
Energy 1.41 3.78
Communication Services 2.63 3.23
Utilities 2.42 3.3
Consumer Defensive 0.9 6.03

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