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) | ₹79585 Cr | ₹5169 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 | -1.74% | -1.63% |
6 Month | 9.74% | 9.18% |
1 Year | 6.13% | 0.77% |
3 Year | 23.45% | 20.42% |
5 Year | 28.51% | 22.3% |
SIP Return Analysis
Scheme Name | HDFC Flexi Cap Fund - Growth Plan | HSBC Flexi Cap Fund - Regular Growth |
---|---|---|
6 Month | 4.29% | 6.86% |
1 Year | 10.07% | 7.29% |
3 Year | 21.9% | 19.64% |
5 Year | 23.6% | 18.58% |
Rolling Lumpsum Returns
Scheme Name | HDFC Flexi Cap Fund - Growth Plan | HSBC Flexi Cap Fund - Regular Growth |
---|---|---|
1 Year | 18.37% | 15.33% |
3 Year | 19% | 13.05% |
5 Year | 18.79% | 13.9% |
Risk Management
Scheme Name | HDFC Flexi Cap Fund - Growth Plan | HSBC Flexi Cap Fund - Regular Growth |
---|---|---|
Standard Deviation | 11.91% | 14.72% |
Sharp | 1.58% | 1.17% |
Beta | 0.82% | 1.00% |
Alpha | 7.20% | 3.02% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 | 13.15 | 6.16 |
Large Cap | 73.72 | 52.92 |
Mid Cap | 3.36 | 18.66 |
Small Cap | 9.77 | 22.26 |
Sector Allocation
Scheme Name |
HDFC Flexi Cap Fund - Growth Plan |
HSBC Flexi Cap Fund - Regular Growth |
---|---|---|
Others | 10.4 | 2.27 |
Communication Services | 3.16 | 3.09 |
Energy | 1.02 | 4.55 |
Technology | 4.64 | 11.45 |
Consumer Cyclical | 16.6 | 13.53 |
Industrials | 5.03 | 14.3 |
Basic Materials | 5.41 | 8.41 |
Financial Services | 39.69 | 27.84 |
Real Estate | 2.62 | 2.1 |
Healthcare | 8.64 | 4.98 |
Consumer Defensive | 0.76 | 5.36 |
Utilities | 2.03 | 2.13 |
Top Comparisons
Mahindra Manulife Consumption Fund- Regular Plan - Growth
3Y Returns15.82%
Tata India Consumer Fund-Regular Plan-Growth
3Y Returns19.15%
ICICI Prudential Multicap Fund - Growth
3Y Returns21.69%
Baroda BNP Paribas MULTI CAP FUND - Regular Plan - Growth Option
3Y Returns19.99%
Franklin India Liquid Fund - Super Institutional Plan - Growth
3Y Returns7%
Franklin India Liquid Fund - Super Institutional Plan - Growth
3Y Returns7%
BANDHAN INNOVATION FUND REGULAR PLAN GROWTH
3Y Returns0%
Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth
3Y Returns22.21%