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SBI Flexicap Fund vs HDFC Flexi Cap Fund compare

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tortoise-icon HDFC Flexi Cap Fund - Growth Plan

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tortoise-icon 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

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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