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ITI Flexi Cap Fund Regular vs HDFC Flexi Cap Fund compare
ITI Flexi Cap Fund Regular - Growth
HDFC Flexi Cap Fund - Growth Plan
Chart Comparison
Overview
| Scheme Name | ITI Flexi Cap Fund Regular - Growth | HDFC Flexi Cap Fund - Growth Plan |
|---|---|---|
| Fund | ITI Flexi Cap Fund Regular - Growth | HDFC Flexi Cap Fund - Growth Plan |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹1183 Cr | ₹85560 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 17 Feb 2023 | 01 Jan 1995 |
| Category | Flexi Cap | Flexi Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
| Turn Over | % | 42.17% |
| Expense Ratio | 2.03 | 1.42 |
| Manager | Rohan Korde | Dhruv Muchhal |
| ISIN Code | INF00XX01CL3 | INF179K01608 |
| Exits Load | ITI Flexi Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | HDFC 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 | ITI Flexi Cap Fund Regular - Growth | HDFC Flexi Cap Fund - Growth Plan |
|---|---|---|
| 1 Month | 0.67% | 0.62% |
| 6 Month | 9.83% | 6.96% |
| 1 Year | -0.82% | 8.33% |
| 3 Year | - | 21.25% |
| 5 Year | - | 27.62% |
SIP Return Analysis
| Scheme Name | ITI Flexi Cap Fund Regular - Growth | HDFC Flexi Cap Fund - Growth Plan |
|---|---|---|
| 6 Month | 1.57% | 3.1% |
| 1 Year | 12.16% | 15.7% |
| 3 Year | - | 19.85% |
| 5 Year | - | 21.23% |
Rolling Lumpsum Returns
| Scheme Name | ITI Flexi Cap Fund Regular - Growth | HDFC Flexi Cap Fund - Growth Plan |
|---|---|---|
| 1 Year | 34.68% | 17.96% |
| 3 Year | - | 19.22% |
| 5 Year | - | 18.92% |
Risk Management
| Scheme Name | ITI Flexi Cap Fund Regular - Growth | HDFC Flexi Cap Fund - Growth Plan |
|---|---|---|
| Standard Deviation | - | 10.59% |
| Sharp | - | 1.34% |
| Beta | - | 0.78% |
| Alpha | - | 6.79% |
Fund Managers
| Scheme Name | ITI Flexi Cap Fund Regular - Growth | HDFC Flexi Cap Fund - Growth Plan |
|---|---|---|
| Name | Rohan Korde | Dhruv Muchhal |
| Total AUM | ₹4626 Cr | ₹520687 Cr |
| Funds Managed | 10 | 40 |
| ITI Flexi Cap Fund Regular - Growth | HDFC Flexi Cap Fund - Growth Plan |
Market Cap
| Scheme Name |
ITI Flexi Cap Fund Regular - Growth |
HDFC Flexi Cap Fund - Growth Plan |
|---|---|---|
| Others | 12.18 | 12.06 |
| Large Cap | 48.03 | 74.74 |
| Mid Cap | 13.66 | 3.33 |
| Small Cap | 26.12 | 9.87 |
Sector Allocation
| Scheme Name |
ITI Flexi Cap Fund Regular - Growth |
HDFC Flexi Cap Fund - Growth Plan |
|---|---|---|
| Others | 3.53 | 9.24 |
| Energy | 4.7 | 1.28 |
| Technology | 9.06 | 4.98 |
| Industrials | 21.1 | 5.21 |
| Consumer Cyclical | 10.34 | 17.25 |
| Real Estate | 1.55 | 2.82 |
| Financial Services | 25.46 | 39 |
| Healthcare | 6.68 | 8.73 |
| Basic Materials | 7.97 | 5.99 |
| Consumer Defensive | 3.8 | 0.67 |
| Utilities | 3.1 | 2.23 |
| Communication Services | 2.72 | 2.6 |
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