Nippon India Flexi Cap Fund vs HDFC Flexi Cap Fund compare
HDFC Flexi Cap Fund - Growth Plan
Nippon India Flexi Cap Fund - Regular Plan - Growth Plan - Growth Option
Chart Comparison
Overview
Scheme Name | HDFC Flexi Cap Fund - Growth Plan | Nippon India Flexi Cap Fund - Regular Plan - Growth Plan - Growth Option |
---|---|---|
Fund | HDFC Flexi Cap Fund - Growth Plan | Nippon India Flexi Cap Fund - Regular Plan - Growth Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹80642 Cr | ₹9150 Cr |
Min Investment | ₹100 | ₹500 |
Min SIP Invesment | ₹100 | ₹100 |
Min Addl Investment | ₹100 | ₹100 |
Launch Date | 01 Jan 1995 | 16 Aug 2021 |
Category | Flexi Cap | Flexi Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
Turn Over | 42.17% | 69% |
Expense Ratio | 1.42 | 1.74 |
Manager | Dhruv Muchhal | Kinjal Desai |
ISIN Code | INF179K01608 | INF204KC1097 |
Exits Load | HDFC Flexi Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Nippon India Flexi Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | HDFC Flexi Cap Fund - Growth Plan | Nippon India Flexi Cap Fund - Regular Plan - Growth Plan - Growth Option |
---|---|---|
1 Month | -0.78% | -1.62% |
6 Month | 10.66% | 10.27% |
1 Year | 8.3% | -1.49% |
3 Year | 21.95% | 15.02% |
5 Year | 27.66% | - |
SIP Return Analysis
Scheme Name | HDFC Flexi Cap Fund - Growth Plan | Nippon India Flexi Cap Fund - Regular Plan - Growth Plan - Growth Option |
---|---|---|
6 Month | 3.54% | 3.47% |
1 Year | 9.56% | 3.09% |
3 Year | 20.48% | 13.49% |
5 Year | 22.41% | - |
Rolling Lumpsum Returns
Scheme Name | HDFC Flexi Cap Fund - Growth Plan | Nippon India Flexi Cap Fund - Regular Plan - Growth Plan - Growth Option |
---|---|---|
1 Year | 18.14% | 15.49% |
3 Year | 19.11% | 16.06% |
5 Year | 18.88% | - |
Risk Management
Scheme Name | HDFC Flexi Cap Fund - Growth Plan | Nippon India Flexi Cap Fund - Regular Plan - Growth Plan - Growth Option |
---|---|---|
Standard Deviation | 11.30% | 13.94% |
Sharp | 1.36% | 0.8% |
Beta | 0.81% | 0.93% |
Alpha | 7.13% | -0.28% |
Fund Managers
Scheme Name | HDFC Flexi Cap Fund - Growth Plan | Nippon India Flexi Cap Fund - Regular Plan - Growth Plan - Growth Option |
---|---|---|
Name | Dhruv Muchhal | Kinjal Desai |
Total AUM | ₹520687 Cr | ₹81302 Cr |
Funds Managed | 40 | 16 |
HDFC Flexi Cap Fund - Growth Plan | Nippon India Flexi Cap Fund - Regular Plan - Growth Plan - Growth Option |
Market Cap
Scheme Name |
HDFC Flexi Cap Fund - Growth Plan |
Nippon India Flexi Cap Fund - Regular Plan - Growth Plan - Growth Option |
---|---|---|
Others | 11.84 | 8.4 |
Large Cap | 74.89 | 58.69 |
Mid Cap | 3.41 | 16.81 |
Small Cap | 9.86 | 16.09 |
Sector Allocation
Scheme Name |
HDFC Flexi Cap Fund - Growth Plan |
Nippon India Flexi Cap Fund - Regular Plan - Growth Plan - Growth Option |
---|---|---|
Others | 9.03 | 4.21 |
Communication Services | 2.93 | 2.88 |
Energy | 0.93 | 5.47 |
Technology | 4.85 | 8.82 |
Consumer Cyclical | 16.85 | 15.21 |
Industrials | 4.88 | 15.61 |
Basic Materials | 5.94 | 4.09 |
Financial Services | 40.06 | 27.76 |
Real Estate | 2.69 | 0.8 |
Healthcare | 9.05 | 5.49 |
Utilities | 2.09 | 3.32 |
Consumer Defensive | 0.71 | 6.33 |
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