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) | ₹94069 Cr | ₹9632 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 | -1.36% | -1.79% |
| 6 Month | 4.81% | 2.12% |
| 1 Year | 7.83% | -1% |
| 3 Year | 20.75% | 15.3% |
| 5 Year | 23.68% | - |
SIP Return Analysis
| Scheme Name | HDFC Flexi Cap Fund - Growth Plan | Nippon India Flexi Cap Fund - Regular Plan - Growth Plan - Growth Option |
|---|---|---|
| 6 Month | 2.78% | 1.11% |
| 1 Year | 16.55% | 11.82% |
| 3 Year | 19.5% | 12.41% |
| 5 Year | 20.89% | - |
Rolling Lumpsum Returns
| Scheme Name | HDFC Flexi Cap Fund - Growth Plan | Nippon India Flexi Cap Fund - Regular Plan - Growth Plan - Growth Option |
|---|---|---|
| 1 Year | 19.53% | 14.63% |
| 3 Year | 18.52% | 15.72% |
| 5 Year | 16.6% | - |
Risk Management
| Scheme Name | HDFC Flexi Cap Fund - Growth Plan | Nippon India Flexi Cap Fund - Regular Plan - Growth Plan - Growth Option |
|---|---|---|
| Standard Deviation | 10.52% | 13.94% |
| Sharp | 1.24% | 0.75% |
| Beta | 0.78% | 0.95% |
| Alpha | 6.27% | 0.15% |
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 | 13.81 | 8.41 |
| Large Cap | 74.2 | 61.59 |
| Small Cap | 8.73 | 13.94 |
| Mid Cap | 3.26 | 16.06 |
Sector Allocation
| Scheme Name |
HDFC Flexi Cap Fund - Growth Plan |
Nippon India Flexi Cap Fund - Regular Plan - Growth Plan - Growth Option |
|---|---|---|
| Others | 11.32 | 1.09 |
| Technology | 5.37 | 10.89 |
| Consumer Cyclical | 15.16 | 16.11 |
| Industrials | 5.03 | 13.15 |
| Basic Materials | 5.2 | 4.74 |
| Financial Services | 40.05 | 28.29 |
| Healthcare | 7.87 | 5.53 |
| Real Estate | 2.49 | - |
| Energy | 1.42 | 5.21 |
| Communication Services | 2.61 | 4.57 |
| Utilities | 2.61 | 3.51 |
| Consumer Defensive | 0.88 | 6.9 |
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