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 Tata Flexi Cap Fund compare

Link copied to clipboard!

tortoise-icon Tata Flexi Cap Fund -Regular Plan-Growth

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 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%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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

Top Comparisons

Kotak Banking & Financial Services Fund - Regular Plan - Growth Kotak Banking & Financial Services Fund - Regular Plan - Growth

3Y Returns0%

VS

Nippon India Nifty Bank Index Fund - Reg (G) Nippon India Nifty Bank Index Fund - Reg (G)

3Y Returns0%

Compare Now

BANDHAN Low Duration Fund - Regular Plan - Growth BANDHAN Low Duration Fund - Regular Plan - Growth

3Y Returns7.04%

VS

Axis Treasury Advantage Fund - Retail Plan - Growth Option Axis Treasury Advantage Fund - Retail Plan - Growth Option

3Y Returns7.23%

Compare Now

Canara Robeco Conservative Hybrid Fund - Regular Plan - Growth Option Canara Robeco Conservative Hybrid Fund - Regular Plan - Growth Option

3Y Returns9.42%

VS

LIC MF CONSERVATIVE HYBRID FUND-Growth LIC MF CONSERVATIVE HYBRID FUND-Growth

3Y Returns7.67%

Compare Now

DSP ELSS Tax Saver Fund - Regular Plan - Growth DSP ELSS Tax Saver Fund - Regular Plan - Growth

3Y Returns22.34%

VS

LIC MF ELSS Regular Plan-Growth LIC MF ELSS Regular Plan-Growth

3Y Returns18.16%

Compare Now
Add to Cart Successfully