HSBC Flexi Cap Fund vs Parag Parikh Flexi Cap Fund Regular compare
HSBC Flexi Cap Fund - Regular Growth
Parag Parikh Flexi Cap Fund Regular-Growth
Chart Comparison
Overview
| Scheme Name | HSBC Flexi Cap Fund - Regular Growth | Parag Parikh Flexi Cap Fund Regular-Growth |
|---|---|---|
| Fund | HSBC Flexi Cap Fund - Regular Growth | Parag Parikh Flexi Cap Fund Regular-Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹5248 Cr | ₹129783 Cr |
| Min Investment | ₹5000 | ₹1000 |
| Min SIP Invesment | ₹500 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 24 Feb 2004 | 24 May 2013 |
| Category | Flexi Cap | Flexi Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
| Turn Over | 27% | % |
| Expense Ratio | 1.93 | 1.33 |
| Manager | Venugopal Manghat | Rajeev Thakkar |
| ISIN Code | INF336L01AF5 | INF879O01019 |
| Exits Load | HSBC Flexi Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Parag Parikh Flexi Cap Fund - Growth charges 1.0% of sell value; if fund sold before 730 days. There are no other charges., 2.0% if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | HSBC Flexi Cap Fund - Regular Growth | Parag Parikh Flexi Cap Fund Regular-Growth |
|---|---|---|
| 1 Month | -1.84% | 0.06% |
| 6 Month | 2.48% | 3.58% |
| 1 Year | -1.43% | 6.65% |
| 3 Year | 18.62% | 21.07% |
| 5 Year | 17.17% | 19.99% |
SIP Return Analysis
| Scheme Name | HSBC Flexi Cap Fund - Regular Growth | Parag Parikh Flexi Cap Fund Regular-Growth |
|---|---|---|
| 6 Month | -1.22% | 0.43% |
| 1 Year | 7.36% | 8.26% |
| 3 Year | 14.58% | 16.24% |
| 5 Year | 15.63% | 17.14% |
Rolling Lumpsum Returns
| Scheme Name | HSBC Flexi Cap Fund - Regular Growth | Parag Parikh Flexi Cap Fund Regular-Growth |
|---|---|---|
| 1 Year | 14.52% | 17.37% |
| 3 Year | 13.58% | 18.71% |
| 5 Year | 14.18% | 18.54% |
Risk Management
| Scheme Name | HSBC Flexi Cap Fund - Regular Growth | Parag Parikh Flexi Cap Fund Regular-Growth |
|---|---|---|
| Standard Deviation | 14.04% | 8.41% |
| Sharp | 0.85% | 1.55% |
| Beta | 1.02% | 0.57% |
| Alpha | 3.20% | 8.12% |
Fund Managers
| Scheme Name | HSBC Flexi Cap Fund - Regular Growth | Parag Parikh Flexi Cap Fund Regular-Growth |
|---|---|---|
| Name | Venugopal Manghat | Rajeev Thakkar |
| Total AUM | ₹41442 Cr | ₹0 Cr |
| Funds Managed | 7 | 5 |
| HSBC Flexi Cap Fund - Regular Growth | Parag Parikh Flexi Cap Fund Regular-Growth |
Market Cap
| Scheme Name |
HSBC Flexi Cap Fund - Regular Growth |
Parag Parikh Flexi Cap Fund Regular-Growth |
|---|---|---|
| Others | 10.26 | 34.3 |
| Large Cap | 50.11 | 61.89 |
| Mid Cap | 17.46 | 0.99 |
| Small Cap | 22.17 | 2.82 |
Sector Allocation
| Scheme Name |
HSBC Flexi Cap Fund - Regular Growth |
Parag Parikh Flexi Cap Fund Regular-Growth |
|---|---|---|
| Others | 2.05 | 21.02 |
| Energy | 3.94 | 5.53 |
| Industrials | 14.5 | 0.28 |
| Technology | 14.08 | 7.79 |
| Consumer Cyclical | 12.01 | 10.24 |
| Consumer Defensive | 5.95 | 5.32 |
| Basic Materials | 6.52 | 0.77 |
| Financial Services | 28.71 | 27.78 |
| Healthcare | 4.77 | 4.27 |
| Real Estate | 1.59 | 0.77 |
| Utilities | 2.96 | 5.96 |
| Communication Services | 2.92 | 10.26 |
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