Parag Parikh Flexi Cap Fund Regular vs HSBC Flexi Cap Fund compare

Parag Parikh Flexi Cap Fund Regular vs HSBC Flexi Cap Fund compare

Link copied to clipboard!

HSBC Flexi Cap Fund - Regular Growth

Invest Now

Parag Parikh Flexi Cap Fund Regular-Growth

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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)	₹5075 Cr	₹115040 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	2.61%	1.82%
6 Month	18.62%	11.75%
1 Year	-1.98%	8.19%
3 Year	18.46%	20.21%
5 Year	21.52%	23.11%

SIP Return Analysis

Scheme Name	HSBC Flexi Cap Fund - Regular Growth	Parag Parikh Flexi Cap Fund Regular-Growth
6 Month	4.07%	3.8%
1 Year	11.02%	12.17%
3 Year	18.5%	19.77%
5 Year	17.56%	19.03%

Rolling Lumpsum Returns

Scheme Name	HSBC Flexi Cap Fund - Regular Growth	Parag Parikh Flexi Cap Fund Regular-Growth
1 Year	15.03%	17.67%
3 Year	13.18%	18.2%
5 Year	14.01%	18.13%

Risk Management

Scheme Name	HSBC Flexi Cap Fund - Regular Growth	Parag Parikh Flexi Cap Fund Regular-Growth
Standard Deviation	14.21%	8.90%
Sharp	0.80%	1.40%
Beta	1.01%	0.59%
Alpha	3.43%	7.74%

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	5.99	33.71
Large Cap	52.41	61.79
Small Cap	22.42	3.32
Mid Cap	19.19	1.18

Sector Allocation

Scheme Name	HSBC Flexi Cap Fund - Regular Growth	Parag Parikh Flexi Cap Fund Regular-Growth
Others	1.37	21.16
Energy	4.18	6.18
Industrials	14.65	0.19
Technology	11.71	6.85
Consumer Cyclical	13.53	10.55
Consumer Defensive	5.49	5.29
Basic Materials	9.04	0.61
Financial Services	27.75	28.42
Healthcare	5.03	4.32
Real Estate	2.03	0.54
Utilities	2.12	5.99
Communication Services	3.1	9.91

Top Comparisons

Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option

3Y Returns8.43%

VS

Quant Dynamic Asset Allocation Fund Regular - Growth

3Y Returns0%

Compare Now

ICICI Prudential Flexicap Fund - Growth

3Y Returns18.32%

VS

BANDHAN Flexi Cap Fund - Regular Plan - Growth

3Y Returns13.93%

Compare Now

Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option

3Y Returns20.04%

VS

INVESCO INDIA LARGE & MID CAP FUND - Growth

3Y Returns24%

Compare Now

HDFC ELSS Tax saver Fund - Growth Plan

3Y Returns21.04%

VS

Parag Parikh Tax Saver Fund Regular - Growth

3Y Returns17.99%

Compare Now

Popup Image

Register for Exclusive Access!

OR

Add to Cart Successfully