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) | ₹81936 Cr | ₹9098 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 | 1.24% | -0.15% |
6 Month | 9.54% | 9.47% |
1 Year | 9.07% | -1.37% |
3 Year | 23.96% | 17.04% |
5 Year | 29.45% | - |
SIP Return Analysis
Scheme Name | HDFC Flexi Cap Fund - Growth Plan | Nippon India Flexi Cap Fund - Regular Plan - Growth Plan - Growth Option |
---|---|---|
6 Month | 3.84% | 1.82% |
1 Year | 17.28% | 10.37% |
3 Year | 21.09% | 13.68% |
5 Year | 22.21% | - |
Rolling Lumpsum Returns
Scheme Name | HDFC Flexi Cap Fund - Growth Plan | Nippon India Flexi Cap Fund - Regular Plan - Growth Plan - Growth Option |
---|---|---|
1 Year | 17.96% | 14.63% |
3 Year | 19.22% | 15.72% |
5 Year | 18.92% | - |
Risk Management
Scheme Name | HDFC Flexi Cap Fund - Growth Plan | Nippon India Flexi Cap Fund - Regular Plan - Growth Plan - Growth Option |
---|---|---|
Standard Deviation | 10.92% | 13.94% |
Sharp | 1.40% | 0.77% |
Beta | 0.80% | 0.94% |
Alpha | 7.74% | -0.07% |
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 | 12.06 | 7.19 |
Large Cap | 74.74 | 62.29 |
Small Cap | 9.87 | 14.61 |
Mid Cap | 3.33 | 15.91 |
Sector Allocation
Scheme Name |
HDFC Flexi Cap Fund - Growth Plan |
Nippon India Flexi Cap Fund - Regular Plan - Growth Plan - Growth Option |
---|---|---|
Others | 9.24 | 1.38 |
Technology | 4.98 | 10.59 |
Consumer Cyclical | 17.25 | 17.02 |
Industrials | 5.21 | 13.04 |
Basic Materials | 5.99 | 4.58 |
Financial Services | 39 | 27.33 |
Healthcare | 8.73 | 5.12 |
Real Estate | 2.82 | - |
Energy | 1.28 | 5.45 |
Communication Services | 2.6 | 3.62 |
Utilities | 2.23 | 3.78 |
Consumer Defensive | 0.67 | 8.08 |
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