SBI Flexicap Fund vs HDFC Flexi Cap Fund compare

SBI Flexicap Fund vs HDFC Flexi Cap Fund compare

Link copied to clipboard!

HDFC Flexi Cap Fund - Growth Plan

Invest Now

SBI Flexicap Fund - REGULAR PLAN -Growth Option

Invest Now

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)	₹81936 Cr	₹22011 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	3.65%	3.25%
6 Month	15.83%	12.74%
1 Year	5.97%	-2.11%
3 Year	22.84%	12.99%
5 Year	28.5%	18.24%

SIP Return Analysis

Scheme Name	HDFC Flexi Cap Fund - Growth Plan	SBI Flexicap Fund - REGULAR PLAN -Growth Option
6 Month	4.4%	3.2%
1 Year	15.32%	7.21%
3 Year	21.37%	11.67%
5 Year	22.57%	12.3%

Rolling Lumpsum Returns

Scheme Name	HDFC Flexi Cap Fund - Growth Plan	SBI Flexicap Fund - REGULAR PLAN -Growth Option
1 Year	18.14%	12.42%
3 Year	19.11%	12.86%
5 Year	18.88%	13.05%

Risk Management

Scheme Name	HDFC Flexi Cap Fund - Growth Plan	SBI Flexicap Fund - REGULAR PLAN -Growth Option
Standard Deviation	11.22%	10.98%
Sharp	1.23%	0.54%
Beta	0.81%	0.83%
Alpha	7.42%	-1.49%

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	11.38	11.48
Large Cap	75.25	64.02
Mid Cap	3.61	12.15
Small Cap	9.76	12.35

Sector Allocation

Scheme Name	HDFC Flexi Cap Fund - Growth Plan	SBI Flexicap Fund - REGULAR PLAN -Growth Option
Others	8.73	4.32
Communication Services	2.73	5.45
Technology	5.2	6.42
Consumer Cyclical	18.24	13.12
Industrials	5.19	10.62
Basic Materials	5.81	11.85
Financial Services	38.69	37.52
Real Estate	2.65	-
Healthcare	9.06	1.95
Energy	1	4.89
Utilities	2.02	1.74
Consumer Defensive	0.68	2.1

Top Comparisons

SBI Contra Fund Regular Plan Growth

3Y Returns20.2%

VS

Invesco India Contra Fund - Growth

3Y Returns20.14%

Compare Now

Kotak Balanced Advantage Fund -Regular Plan - Growth Option

3Y Returns12.05%

VS

Quant Dynamic Asset Allocation Fund Regular - Growth

3Y Returns0%

Compare Now

Bajaj Finserv Multi Asset Allocation Fund-Reg (G)

3Y Returns0%

VS

NIPPON INDIA MONTHLY INTERVAL FUND SERIES I REGULAR PLAN GROWTH

3Y Returns5.92%

Compare Now

Nippon India Short Duration Fund-Growth Plan

3Y Returns7.47%

VS

HSBC Short Duration Fund - Regular Growth

3Y Returns7.21%

Compare Now

Popup Image

Register for Exclusive Access!

OR

Add to Cart Successfully