HSBC Flexi Cap Fund vs Tata Flexi Cap Fund compare

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Tata Flexi Cap Fund -Regular Plan-Growth

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HSBC Flexi Cap Fund - Regular Growth

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Chart Comparison

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

Overview

Scheme Name	Tata Flexi Cap Fund -Regular Plan-Growth	HSBC Flexi Cap Fund - Regular Growth
Fund	Tata Flexi Cap Fund -Regular Plan-Growth	HSBC Flexi Cap Fund - Regular Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹2886 Cr	₹4680 Cr
Min Investment	₹5000	₹5000
Min SIP Invesment	₹100	₹500
Min Addl Investment	₹1000	₹1000
Launch Date	06 Sep 2018	24 Feb 2004
Category	Flexi Cap	Flexi Cap
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 500 TRI	NIFTY 500 TRI
Turn Over	69.17%	27%
Expense Ratio	1.94	1.93
Manager	Amey Sathe	Venugopal Manghat
ISIN Code	INF277K019K2	INF336L01AF5
Exits Load	Tata 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

Scheme Name	Tata Flexi Cap Fund -Regular Plan-Growth	HSBC Flexi Cap Fund - Regular Growth
1 Month	1.37%	2.91%
6 Month	4.42%	-1.68%
1 Year	11.65%	9.06%
3 Year	17.79%	20.91%
5 Year	21.37%	26.13%

Scheme Name	Tata Flexi Cap Fund -Regular Plan-Growth	HSBC Flexi Cap Fund - Regular Growth
6 Month	7.53%	6.17%
1 Year	10.56%	4.39%
3 Year	18.25%	20.86%
5 Year	16.28%	19.33%

Scheme Name	Tata Flexi Cap Fund -Regular Plan-Growth	HSBC Flexi Cap Fund - Regular Growth
1 Year	14.24%	15.75%
3 Year	15.51%	12.91%
5 Year	15.14%	13.75%

Scheme Name	Tata Flexi Cap Fund -Regular Plan-Growth	HSBC Flexi Cap Fund - Regular Growth
Standard Deviation	11.4%	15.323%
Sharp	0.68%	0.455%
Beta	0.8%	1.003%
Alpha	0.81%	0.255%

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Scheme Name	Tata Flexi Cap Fund -Regular Plan-Growth	HSBC Flexi Cap Fund - Regular Growth
Name	Amey Sathe	Venugopal Manghat
Total AUM	₹11910 Cr	₹41442 Cr
Funds Managed	4	7
	Tata Flexi Cap Fund -Regular Plan-Growth	HSBC Flexi Cap Fund - Regular Growth

Scheme Name	Tata Flexi Cap Fund -Regular Plan-Growth	HSBC Flexi Cap Fund - Regular Growth
Others	4.43	3.71
Large Cap	59.44	51.36
Mid Cap	13.52	22.21
Small Cap	22.61	22.72

Scheme Name	Tata Flexi Cap Fund -Regular Plan-Growth	HSBC Flexi Cap Fund - Regular Growth
Others	2.95	2.43
Petroleum Products	4.19	-
Cement & Cement Products	6.95	-
Personal Products	3.14	-
Construction	4.2	-
Finance	10.08	-
Ferrous Metals	2.46	-
Consumer Durables	3.64	-
Non - Ferrous Metals	0.69	-
Insurance	2.55	-
Pharmaceuticals & Biotechnology	5.04	-
Banks	23.32	-
Realty	2.13	-
Agricultural, Commercial & Construction Vehicles	1.53	-
Industrial Manufacturing	0.71	-
Telecom - Services	1.29	-
Diversified FMCG	2.49	-
Retailing	4.7	-
Food Products	1.85	-
Leisure Services	1.3	-
Transport Services	0.36	-
Auto Components	2.22	-
Healthcare Services	2.01	-
IT - Software	4.1	-
Automobiles	3.11	-
Transport Infrastructure	1.2	-
Capital Markets	1.79	-
Energy	-	4.88
Industrials	-	14.36
Technology	-	13.99
Consumer Cyclical	-	12.05
Consumer Defensive	-	4.92
Financial Services	-	25.6
Healthcare	-	6.32
Basic Materials	-	8.29
Real Estate	-	2.05
Utilities	-	2.24
Communication Services	-	2.85