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) | ₹96295 Cr | ₹5227 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 | -0.46% | -1.93% |
| 6 Month | 3.66% | -1.47% |
| 1 Year | 13.43% | 7.84% |
| 3 Year | 21.96% | 19.43% |
| 5 Year | 23.23% | 16.77% |
SIP Return Analysis
| Scheme Name | HDFC Flexi Cap Fund - Growth Plan | HSBC Flexi Cap Fund - Regular Growth |
|---|---|---|
| 6 Month | -1.39% | -4.91% |
| 1 Year | 5.13% | -2.45% |
| 3 Year | 15.88% | 10.32% |
| 5 Year | 19.07% | 13.3% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Flexi Cap Fund - Growth Plan | HSBC Flexi Cap Fund - Regular Growth |
|---|---|---|
| 1 Year | 19.4% | 14.4% |
| 3 Year | 18.59% | 13.63% |
| 5 Year | 16.64% | 14.22% |
Risk Management
| Scheme Name | HDFC Flexi Cap Fund - Growth Plan | HSBC Flexi Cap Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 12.12% | 11.4% |
| Sharp | 1.4% | 0.97% |
| Beta | 0.78% | 1.02% |
| Alpha | 6.05% | 2.37% |
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 | 15.55 | 13.54 |
| Large Cap | 73.11 | 48.99 |
| Small Cap | 8.25 | 19.97 |
| Mid Cap | 3.09 | 17.49 |
Sector Allocation
| Scheme Name |
HDFC Flexi Cap Fund - Growth Plan |
HSBC Flexi Cap Fund - Regular Growth |
|---|---|---|
| Others | 13.19 | 2.01 |
| Technology | 5.6 | 13.14 |
| Consumer Cyclical | 15.22 | 12.04 |
| Industrials | 4.76 | 13.88 |
| Basic Materials | 5.25 | 6.22 |
| Financial Services | 38.96 | 30.29 |
| Healthcare | 7.46 | 5.17 |
| Real Estate | 2.36 | 1.64 |
| Energy | 1.37 | 3.98 |
| Communication Services | 2.47 | 2.69 |
| Utilities | 2.5 | 2.88 |
| Consumer Defensive | 0.86 | 6.07 |
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