SBI Flexicap Fund vs HDFC Flexi Cap Fund compare

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HDFC Flexi Cap Fund - Growth Plan

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SBI Flexicap Fund - REGULAR PLAN -Growth Option

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Chart Comparison

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

Overview

Scheme Name	HDFC Flexi Cap Fund - Growth Plan	SBI Flexicap Fund - REGULAR PLAN -Growth Option
Fund	HDFC Flexi Cap Fund - Growth Plan	SBI Flexicap Fund - REGULAR PLAN -Growth Option
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹75784 Cr	₹21747 Cr
Min Investment	₹100	₹1000
Min SIP Invesment	₹100	₹500
Min Addl Investment	₹100	₹1000
Launch Date	01 Jan 1995	29 Sep 2005
Category	Flexi Cap	Flexi Cap
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 500 TRI	BSE 500 TRI
Turn Over	42.17%	55%
Expense Ratio	1.42	1.67
Manager	Dhruv Muchhal	Pradeep Kesavan
ISIN Code	INF179K01608	INF200K01222
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	SBI Flexi Cap Fund - Regular Plan - Growth charges 0.1% of sell value; if fund sold before 30 days. There are no other charges./365

Scheme Name	HDFC Flexi Cap Fund - Growth Plan	SBI Flexicap Fund - REGULAR PLAN -Growth Option
1 Month	2.71%	3.65%
6 Month	7.57%	2.39%
1 Year	10.83%	2.8%
3 Year	27.71%	16.92%
5 Year	30.18%	20.46%

Scheme Name	HDFC Flexi Cap Fund - Growth Plan	SBI Flexicap Fund - REGULAR PLAN -Growth Option
6 Month	8.98%	7.83%
1 Year	15.83%	7.81%
3 Year	24.5%	14.4%
5 Year	25.2%	14.63%

Scheme Name	HDFC Flexi Cap Fund - Growth Plan	SBI Flexicap Fund - REGULAR PLAN -Growth Option
1 Year	18.37%	12.66%
3 Year	19%	12.75%
5 Year	18.79%	12.97%

Scheme Name	HDFC Flexi Cap Fund - Growth Plan	SBI Flexicap Fund - REGULAR PLAN -Growth Option
Standard Deviation	12.40%	10.98%
Sharp	1.35%	0.64%
Beta	0.83%	0.83%
Alpha	7.32%	-2.38%

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Scheme Name	HDFC Flexi Cap Fund - Growth Plan	SBI Flexicap Fund - REGULAR PLAN -Growth Option
Name	Dhruv Muchhal	Pradeep Kesavan
Total AUM	₹520687 Cr	₹434274 Cr
Funds Managed	40	43
	HDFC Flexi Cap Fund - Growth Plan	SBI Flexicap Fund - REGULAR PLAN -Growth Option

Scheme Name	HDFC Flexi Cap Fund - Growth Plan	SBI Flexicap Fund - REGULAR PLAN -Growth Option
Others	12.44	10.83
Large Cap	72.89	66.64
Mid Cap	4.37	11.84
Small Cap	10.31	10.69

Scheme Name	HDFC Flexi Cap Fund - Growth Plan	SBI Flexicap Fund - REGULAR PLAN -Growth Option
Others	10.1	10.83
Communication Services	4.33	-
Energy	0.19	-
Technology	5.99	-
Industrials	4.87	-
Basic Materials	4.67	-
Financial Services	38.64	-
Healthcare	10.33	-
Consumer Cyclical	15.43	-
Real Estate	2.97	-
Consumer Defensive	1.33	-
Utilities	1.14	-
Petroleum Products	-	6.09
IT - Software	-	2
Construction	-	1.82
Ferrous Metals	-	1.42
Capital Markets	-	0.7
Banks	-	28.21
Pharmaceuticals & Biotechnology	-	1.14
Cement & Cement Products	-	4.46
Consumer Durables	-	2.29
Automobiles	-	9.75
Aerospace & Defense	-	0.41
Auto Components	-	0.69
Fertilizers & Agrochemicals	-	0.89
Chemicals & Petrochemicals	-	0.31
Industrial Products	-	2.22
Finance	-	8.13
Telecom - Services	-	5.1
Gas	-	0.18
Transport Services	-	3.16
Electrical Equipment	-	0.14
Food Products	-	0.43
Personal Products	-	1.22
Retailing	-	0.11
Industrial Manufacturing	-	0.15
Beverages	-	1.29
Power	-	1.92
Textiles & Apparels	-	1.01
Insurance	-	1.8
Leisure Services	-	1.24
Healthcare Services	-	0.89