HSBC Flexi Cap Fund vs HDFC Flexi Cap Fund compare

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HDFC Flexi Cap Fund - Growth Plan

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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)	₹81936 Cr	₹5075 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	3.14%	2.61%
6 Month	15.02%	18.62%
1 Year	5.02%	-1.98%
3 Year	21.76%	18.46%
5 Year	28.32%	21.52%

SIP Return Analysis

Scheme Name	HDFC Flexi Cap Fund - Growth Plan	HSBC Flexi Cap Fund - Regular Growth
6 Month	4.4%	4.07%
1 Year	15.32%	11.02%
3 Year	21.37%	18.5%
5 Year	22.57%	17.56%

Rolling Lumpsum Returns

Scheme Name	HDFC Flexi Cap Fund - Growth Plan	HSBC Flexi Cap Fund - Regular Growth
1 Year	18.14%	15.03%
3 Year	19.11%	13.18%
5 Year	18.88%	14.01%

Risk Management

Scheme Name	HDFC Flexi Cap Fund - Growth Plan	HSBC Flexi Cap Fund - Regular Growth
Standard Deviation	11.22%	14.21%
Sharp	1.23%	0.80%
Beta	0.81%	1.01%
Alpha	7.42%	3.43%

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	11.84	5.99
Large Cap	74.89	52.41
Mid Cap	3.41	19.19
Small Cap	9.86	22.42

Sector Allocation

Scheme Name	HDFC Flexi Cap Fund - Growth Plan	HSBC Flexi Cap Fund - Regular Growth
Others	9.03	1.37
Communication Services	2.93	3.1
Energy	0.93	4.18
Technology	4.85	11.71
Consumer Cyclical	16.85	13.53
Industrials	4.88	14.65
Basic Materials	5.94	9.04
Financial Services	40.06	27.75
Real Estate	2.69	2.03
Healthcare	9.05	5.03
Utilities	2.09	2.12
Consumer Defensive	0.71	5.49

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Overview

Trailing Lumpsum Returns

SIP Return Analysis

Rolling Lumpsum Returns

Risk Management

Fund Managers

Market Cap

Sector Allocation