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)	₹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

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%

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%

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%

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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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	13.21
Large Cap	72.89	62.63
Mid Cap	4.37	12.11
Small Cap	10.31	12.05

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