HSBC Flexi Cap Fund vs Tata Flexi Cap Fund compare
Tata Flexi Cap Fund -Regular Plan-Growth
HSBC Flexi Cap Fund - Regular Growth
Chart Comparison
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 |
Trailing Lumpsum Returns
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% |
SIP Return Analysis
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% |
Rolling Lumpsum Returns
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% |
Risk Management
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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Fund Managers
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 |
Market Cap
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 |
Sector Allocation
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 |
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