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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) | ₹1194 Cr | ₹80642 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 | -1.24% | 1.77% |
| 6 Month | 13.73% | 12.04% |
| 1 Year | -0.73% | 9.09% |
| 3 Year | - | 22.72% |
| 5 Year | - | 27.61% |
SIP Return Analysis
| Scheme Name | ITI Flexi Cap Fund Regular - Growth | HDFC Flexi Cap Fund - Growth Plan |
|---|---|---|
| 6 Month | 3.84% | 3.54% |
| 1 Year | 2.79% | 9.56% |
| 3 Year | - | 20.48% |
| 5 Year | - | 22.41% |
Rolling Lumpsum Returns
| Scheme Name | ITI Flexi Cap Fund Regular - Growth | HDFC Flexi Cap Fund - Growth Plan |
|---|---|---|
| 1 Year | 42.75% | 18.14% |
| 3 Year | - | 19.11% |
| 5 Year | - | 18.88% |
Risk Management
| Scheme Name | ITI Flexi Cap Fund Regular - Growth | HDFC Flexi Cap Fund - Growth Plan |
|---|---|---|
| Standard Deviation | - | 11.30% |
| Sharp | - | 1.36% |
| Beta | - | 0.81% |
| Alpha | - | 7.13% |
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 | 8.43 | 11.84 |
| Large Cap | 46.97 | 74.89 |
| Mid Cap | 16.06 | 3.41 |
| Small Cap | 28.53 | 9.86 |
Sector Allocation
| Scheme Name |
ITI Flexi Cap Fund Regular - Growth |
HDFC Flexi Cap Fund - Growth Plan |
|---|---|---|
| Others | 3.89 | 9.03 |
| Energy | 5.16 | 0.93 |
| Technology | 9.09 | 4.85 |
| Industrials | 19.79 | 4.88 |
| Consumer Cyclical | 9.18 | 16.85 |
| Real Estate | 1.69 | 2.69 |
| Financial Services | 25.76 | 40.06 |
| Healthcare | 7.52 | 9.05 |
| Basic Materials | 8.13 | 5.94 |
| Consumer Defensive | 4 | 0.71 |
| Utilities | 3.02 | 2.09 |
| Communication Services | 2.77 | 2.93 |
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