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	2.59%	3.45%
6 Month	2.39%	-5.07%
1 Year	9.04%	5.76%
3 Year	19.15%	23.83%
5 Year	19.93%	24.43%

Scheme Name	Tata Flexi Cap Fund -Regular Plan-Growth	HSBC Flexi Cap Fund - Regular Growth
6 Month	8.65%	9.3%
1 Year	11.42%	6.94%
3 Year	17.64%	20.43%
5 Year	15.87%	19.04%

Scheme Name	Tata Flexi Cap Fund -Regular Plan-Growth	HSBC Flexi Cap Fund - Regular Growth
1 Year	13.43%	15.33%
3 Year	15.32%	13.05%
5 Year	15.31%	13.9%

Scheme Name	Tata Flexi Cap Fund -Regular Plan-Growth	HSBC Flexi Cap Fund - Regular Growth
Standard Deviation	11.4%	15.323%
Sharp	0.88%	0.455%
Beta	0.8%	1.003%
Alpha	0.89%	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	6.37	3.71
Large Cap	58.68	51.36
Mid Cap	13.77	22.21
Small Cap	21.18	22.72

Scheme Name	Tata Flexi Cap Fund -Regular Plan-Growth	HSBC Flexi Cap Fund - Regular Growth
Others	4.72	2.43
Petroleum Products	4.72	-
Cement & Cement Products	6.74	-
Personal Products	3.11	-
Construction	3.86	-
Finance	10.08	-
Ferrous Metals	2.64	-
Consumer Durables	3.92	-
Non - Ferrous Metals	0.9	-
Insurance	1.14	-
Pharmaceuticals & Biotechnology	3.06	-
Banks	23.7	-
Realty	2.35	-
Agricultural, Commercial & Construction Vehicles	1.46	-
Industrial Manufacturing	0.07	-
Telecom - Services	1.49	-
Diversified FMCG	2.45	-
Retailing	4.7	-
Food Products	1.88	-
Leisure Services	1.18	-
Transport Services	0.37	-
Auto Components	2.68	-
Healthcare Services	2.01	-
IT - Software	4.12	-
Automobiles	3.14	-
Fertilizers & Agrochemicals	0.38	-
Transport Infrastructure	1.17	-
Capital Markets	1.96	-
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