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	4.04%	3.13%
6 Month	2.35%	-2.73%
1 Year	15.85%	4.31%
3 Year	23.47%	11.98%
5 Year	29.85%	20.07%

Scheme Name	HDFC Flexi Cap Fund - Growth Plan	SBI Flexicap Fund - REGULAR PLAN -Growth Option
6 Month	4.31%	0.21%
1 Year	7.07%	-4.48%
3 Year	23.62%	11.95%
5 Year	25.22%	13.83%

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%	0.24%
Beta	0.834%	0.84%
Alpha	8.405%	-2.79%

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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	14.68
Large Cap	72.89	57.42
Mid Cap	4.37	13.94
Small Cap	10.31	13.96

Scheme Name	HDFC Flexi Cap Fund - Growth Plan	SBI Flexicap Fund - REGULAR PLAN -Growth Option
Others	10.1	8.64
Communication Services	4.33	5.84
Energy	0.19	4.68
Technology	5.99	10.28
Industrials	4.87	5.97
Basic Materials	4.67	6.85
Financial Services	38.64	34.14
Healthcare	10.33	4.87
Consumer Cyclical	15.43	15.65
Real Estate	2.97	-
Consumer Defensive	1.33	2.91
Utilities	1.14	0.16