HSBC Flexi Cap Fund vs HDFC Flexi Cap Fund compare
HDFC Flexi Cap Fund - Growth Plan
HSBC Flexi Cap Fund - Regular Growth
Chart Comparison
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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