Parag Parikh Flexi Cap Fund Regular vs HSBC Flexi Cap Fund compare
HSBC Flexi Cap Fund - Regular Growth
Parag Parikh Flexi Cap Fund Regular-Growth
Chart Comparison
Overview
| Scheme Name | HSBC Flexi Cap Fund - Regular Growth | Parag Parikh Flexi Cap Fund Regular-Growth |
|---|---|---|
| Fund | HSBC Flexi Cap Fund - Regular Growth | Parag Parikh Flexi Cap Fund Regular-Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹5267 Cr | ₹125800 Cr |
| Min Investment | ₹5000 | ₹1000 |
| Min SIP Invesment | ₹500 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 24 Feb 2004 | 24 May 2013 |
| Category | Flexi Cap | Flexi Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
| Turn Over | 27% | % |
| Expense Ratio | 1.93 | 1.33 |
| Manager | Venugopal Manghat | Rajeev Thakkar |
| ISIN Code | INF336L01AF5 | INF879O01019 |
| Exits Load | HSBC Flexi Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Parag Parikh Flexi Cap Fund - Growth charges 1.0% of sell value; if fund sold before 730 days. There are no other charges., 2.0% if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | HSBC Flexi Cap Fund - Regular Growth | Parag Parikh Flexi Cap Fund Regular-Growth |
|---|---|---|
| 1 Month | -1.28% | -0.46% |
| 6 Month | 4.79% | 4.94% |
| 1 Year | 5.22% | 9.61% |
| 3 Year | 19.75% | 20.93% |
| 5 Year | 18.86% | 21.03% |
SIP Return Analysis
| Scheme Name | HSBC Flexi Cap Fund - Regular Growth | Parag Parikh Flexi Cap Fund Regular-Growth |
|---|---|---|
| 6 Month | 1.54% | 1.18% |
| 1 Year | 13.01% | 9.74% |
| 3 Year | 16.98% | 17.42% |
| 5 Year | 16.71% | 17.7% |
Rolling Lumpsum Returns
| Scheme Name | HSBC Flexi Cap Fund - Regular Growth | Parag Parikh Flexi Cap Fund Regular-Growth |
|---|---|---|
| 1 Year | 14.66% | 17.46% |
| 3 Year | 13.49% | 18.53% |
| 5 Year | 14.13% | 18.42% |
Risk Management
| Scheme Name | HSBC Flexi Cap Fund - Regular Growth | Parag Parikh Flexi Cap Fund Regular-Growth |
|---|---|---|
| Standard Deviation | 13.99% | 8.40% |
| Sharp | 0.92% | 1.57% |
| Beta | 1.01% | 0.56% |
| Alpha | 3.40% | 7.86% |
Fund Managers
| Scheme Name | HSBC Flexi Cap Fund - Regular Growth | Parag Parikh Flexi Cap Fund Regular-Growth |
|---|---|---|
| Name | Venugopal Manghat | Rajeev Thakkar |
| Total AUM | ₹41442 Cr | ₹0 Cr |
| Funds Managed | 7 | 5 |
| HSBC Flexi Cap Fund - Regular Growth | Parag Parikh Flexi Cap Fund Regular-Growth |
Market Cap
| Scheme Name |
HSBC Flexi Cap Fund - Regular Growth |
Parag Parikh Flexi Cap Fund Regular-Growth |
|---|---|---|
| Others | 8.23 | 35.27 |
| Large Cap | 50.63 | 60.86 |
| Mid Cap | 17.83 | 1.04 |
| Small Cap | 23.31 | 2.82 |
Sector Allocation
| Scheme Name |
HSBC Flexi Cap Fund - Regular Growth |
Parag Parikh Flexi Cap Fund Regular-Growth |
|---|---|---|
| Others | 1.09 | 21.92 |
| Energy | 3.78 | 5.83 |
| Industrials | 15.13 | 0.3 |
| Technology | 14.24 | 6.17 |
| Consumer Cyclical | 11.43 | 10.39 |
| Consumer Defensive | 6.03 | 5.6 |
| Basic Materials | 7.24 | 0.83 |
| Financial Services | 28.01 | 28.13 |
| Healthcare | 4.81 | 4.09 |
| Real Estate | 1.72 | 0.71 |
| Utilities | 3.3 | 6.06 |
| Communication Services | 3.23 | 9.97 |
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