Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

HSBC Flexi Cap Fund vs SBI Flexicap Fund compare

Link copied to clipboard!

tortoise-icon SBI Flexicap Fund - REGULAR PLAN -Growth Option

Invest Now

tortoise-icon HSBC Flexi Cap Fund - Regular Growth

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name SBI Flexicap Fund - REGULAR PLAN -Growth Option HSBC Flexi Cap Fund - Regular Growth
Fund SBI Flexicap Fund - REGULAR PLAN -Growth Option HSBC Flexi Cap Fund - Regular Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹22011 Cr ₹5075 Cr
Min Investment ₹1000 ₹5000
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 29 Sep 2005 24 Feb 2004
Category Flexi Cap Flexi Cap
Fund Type Open Ended Open Ended
Benchmark BSE 500 TRI NIFTY 500 TRI
Turn Over 55% 27%
Expense Ratio 1.67 1.93
Manager Pradeep Kesavan Venugopal Manghat
ISIN Code INF200K01222 INF336L01AF5
Exits Load SBI Flexi Cap Fund - Regular Plan - Growth charges 0.1% of sell value; if fund sold before 30 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 SBI Flexicap Fund - REGULAR PLAN -Growth Option HSBC Flexi Cap Fund - Regular Growth
1 Month 3.25% 3.21%
6 Month 12.74% 20.17%
1 Year -2.11% -1.26%
3 Year 12.99% 20.03%
5 Year 18.24% 21.3%

SIP Return Analysis

Scheme Name SBI Flexicap Fund - REGULAR PLAN -Growth Option HSBC Flexi Cap Fund - Regular Growth
6 Month 3.2% 4.07%
1 Year 7.21% 11.02%
3 Year 11.67% 18.5%
5 Year 12.3% 17.56%

Rolling Lumpsum Returns

Scheme Name SBI Flexicap Fund - REGULAR PLAN -Growth Option HSBC Flexi Cap Fund - Regular Growth
1 Year 12.42% 15.03%
3 Year 12.86% 13.18%
5 Year 13.05% 14.01%

Risk Management

Scheme Name SBI Flexicap Fund - REGULAR PLAN -Growth Option HSBC Flexi Cap Fund - Regular Growth
Standard Deviation 10.98% 14.21%
Sharp 0.54% 0.80%
Beta 0.83% 1.01%
Alpha -1.49% 3.43%

Fund Managers

Scheme Name SBI Flexicap Fund - REGULAR PLAN -Growth Option HSBC Flexi Cap Fund - Regular Growth
Name Pradeep Kesavan Venugopal Manghat
Total AUM ₹434274 Cr ₹41442 Cr
Funds Managed 43 7
SBI Flexicap Fund - REGULAR PLAN -Growth Option HSBC Flexi Cap Fund - Regular Growth

Market Cap

Scheme Name

SBI Flexicap Fund - REGULAR PLAN -Growth Option

HSBC Flexi Cap Fund - Regular Growth

Others 11.48 5.99
Large Cap 64.02 52.41
Small Cap 12.35 22.42
Mid Cap 12.15 19.19

Sector Allocation

Scheme Name

SBI Flexicap Fund - REGULAR PLAN -Growth Option

HSBC Flexi Cap Fund - Regular Growth

Others 4.32 1.37
Energy 4.89 4.18
Technology 6.42 11.71
Industrials 10.62 14.65
Basic Materials 11.85 9.04
Financial Services 37.52 27.75
Healthcare 1.95 5.03
Consumer Cyclical 13.12 13.53
Communication Services 5.45 3.1
Consumer Defensive 2.1 5.49
Utilities 1.74 2.12
Real Estate - 2.03

Top Comparisons

Tata Ethical Fund-Regular Plan - Growth Option Tata Ethical Fund-Regular Plan - Growth Option

3Y Returns12.16%

VS

Quant ESG Integration Strategy Fund Regular - Growth Quant ESG Integration Strategy Fund Regular - Growth

3Y Returns14.03%

Compare Now

INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH

3Y Returns13.71%

VS

Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth

3Y Returns18.55%

Compare Now

Kotak Savings Fund -Growth Kotak Savings Fund -Growth

3Y Returns6.92%

VS

Canara Robeco Ultra Short Term Fund - Regular Plan - Growth Option Canara Robeco Ultra Short Term Fund - Regular Plan - Growth Option

3Y Returns6.53%

Compare Now

ICICI Prudential Quant Fund Growth ICICI Prudential Quant Fund Growth

3Y Returns18.11%

VS

Nippon India Quant Fund -Growth Plan - Growth Option Nippon India Quant Fund -Growth Plan - Growth Option

3Y Returns20.72%

Compare Now
Add to Cart Successfully