SBI Flexicap Fund vs HDFC Flexi Cap Fund compare
HDFC Flexi Cap Fund - Growth Plan
SBI Flexicap Fund - REGULAR PLAN -Growth Option
Chart Comparison
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) | ₹65967 Cr | ₹21593 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 |
Trailing Lumpsum Returns
Scheme Name | HDFC Flexi Cap Fund - Growth Plan | SBI Flexicap Fund - REGULAR PLAN -Growth Option |
---|---|---|
1 Month | 5.71% | 5.22% |
6 Month | -0.06% | -4.48% |
1 Year | 16.03% | 5.62% |
3 Year | 24.2% | 13.09% |
5 Year | 31.36% | 21.41% |
SIP Return Analysis
Scheme Name | HDFC Flexi Cap Fund - Growth Plan | SBI Flexicap Fund - REGULAR PLAN -Growth Option |
---|---|---|
6 Month | 3.2% | -0.02% |
1 Year | 4.82% | -5.28% |
3 Year | 21.66% | 10.76% |
5 Year | 23.73% | 12.77% |
Rolling Lumpsum Returns
Scheme Name | HDFC Flexi Cap Fund - Growth Plan | SBI Flexicap Fund - REGULAR PLAN -Growth Option |
---|---|---|
1 Year | 18.75% | 13.06% |
3 Year | 18.86% | 12.84% |
5 Year | 18.67% | 12.81% |
Risk Management
Scheme Name | HDFC Flexi Cap Fund - Growth Plan | SBI Flexicap Fund - REGULAR PLAN -Growth Option |
---|---|---|
Standard Deviation | 12.345% | 10.98% |
Sharp | 1.134% | 0.49% |
Beta | 0.834% | 0.83% |
Alpha | 8.405% | -1.85% |
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Fund Managers
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 |
Market Cap
Scheme Name |
HDFC Flexi Cap Fund - Growth Plan |
SBI Flexicap Fund - REGULAR PLAN -Growth Option |
---|---|---|
Others | 12.44 | 13.21 |
Large Cap | 72.89 | 62.63 |
Mid Cap | 4.37 | 12.11 |
Small Cap | 10.31 | 12.05 |
Sector Allocation
Scheme Name |
HDFC Flexi Cap Fund - Growth Plan |
SBI Flexicap Fund - REGULAR PLAN -Growth Option |
---|---|---|
Others | 10.1 | 13.21 |
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 | - | 4.74 |
IT - Software | - | 5.22 |
Construction | - | 1.94 |
Ferrous Metals | - | 1.51 |
Capital Markets | - | 0.67 |
Banks | - | 24.26 |
Pharmaceuticals & Biotechnology | - | 1.3 |
Cement & Cement Products | - | 3.96 |
Consumer Durables | - | 2.28 |
Automobiles | - | 9.39 |
Auto Components | - | 0.74 |
Fertilizers & Agrochemicals | - | 0.68 |
Chemicals & Petrochemicals | - | 0.33 |
Industrial Products | - | 2.54 |
Finance | - | 8.84 |
Telecom - Services | - | 4.73 |
Gas | - | 0.18 |
Transport Services | - | 3.38 |
Electrical Equipment | - | 0.17 |
Food Products | - | 0.4 |
Personal Products | - | 1.16 |
Retailing | - | 0.12 |
Industrial Manufacturing | - | 0.15 |
Beverages | - | 1.23 |
Power | - | 1.99 |
Textiles & Apparels | - | 1.03 |
Insurance | - | 1.77 |
Leisure Services | - | 1.18 |
Healthcare Services | - | 0.9 |
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