Sundaram Flexicap Fund Regular Growth vs HSBC Flexi Cap Fund compare

Overview

Scheme Name	HSBC Flexi Cap Fund - Regular Growth	Sundaram Flexicap Fund Regular Growth
Fund	HSBC Flexi Cap Fund - Regular Growth	Sundaram Flexicap Fund Regular Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹4943 Cr	₹2123 Cr
Min Investment	₹5000	₹100
Min SIP Invesment	₹500	₹100
Min Addl Investment	₹1000	₹100
Launch Date	24 Feb 2004	06 Sep 2022
Category	Flexi Cap	Flexi Cap
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 500 TRI	NIFTY 500 TRI
Turn Over	27%	42%
Expense Ratio	1.93	2
Manager	Venugopal Manghat	Dwijendra Srivastava
ISIN Code	INF336L01AF5	INF903JA1LB8
Exits Load	HSBC Flexi Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365	Sundaram Flexi Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Scheme Name	HSBC Flexi Cap Fund - Regular Growth	Sundaram Flexicap Fund Regular Growth
1 Month	-7.48%	-4.61%
6 Month	-4.62%	-3.17%
1 Year	17.03%	11.87%
3 Year	15.25%	-
5 Year	17.4%	-

Scheme Name	HSBC Flexi Cap Fund - Regular Growth	Sundaram Flexicap Fund Regular Growth
6 Month	-	-
1 Year	0.43%	0.61%
3 Year	20.4%	-
5 Year	20.34%	-

Scheme Name	HSBC Flexi Cap Fund - Regular Growth	Sundaram Flexicap Fund Regular Growth
1 Year	15.55%	27.63%
3 Year	12.7%	-
5 Year	13.61%	-

Scheme Name	HSBC Flexi Cap Fund - Regular Growth	Sundaram Flexicap Fund Regular Growth
Standard Deviation	11.4%	8.4%
Sharp	1.08%	-
Beta	0.95%	-
Alpha	1.39%	-

Scheme Name	HSBC Flexi Cap Fund - Regular Growth	Sundaram Flexicap Fund Regular Growth
Name	Venugopal Manghat	Dwijendra Srivastava
Total AUM	₹41442 Cr	₹14140 Cr
Fund Manage	7	14
	HSBC Flexi Cap Fund - Regular Growth	Sundaram Flexicap Fund Regular Growth

Scheme Name	HSBC Flexi Cap Fund - Regular Growth	Sundaram Flexicap Fund Regular Growth
Others	2.69	3.68
Large Cap	51.59	75.13
Small Cap	23.51	13.19
Mid Cap	22.21	8.02

Scheme Name	HSBC Flexi Cap Fund - Regular Growth	Sundaram Flexicap Fund Regular Growth
Others	2.69	0.59
Petroleum Products	2.87	-
Electrical Equipment	4.44	-
IT - Software	10.94	-
Construction	3.08	6.18
Retailing	4.36	-
Diversified FMCG	2.42	-
Insurance	0.77	-
Banks	14.12	-
Pharmaceuticals & Biotechnology	4.36	-
Aerospace & Defense	2.41	-
Chemicals & Petrochemicals	1.4	-
Industrial Products	2.41	-
Realty	1.31	-
Automobiles	2.89	-
Personal Products	1.34	-
Capital Markets	3.61	-
Finance	5.78	-
Power	2.47	-
Beverages	2.25	-
Gas	1.22	-
Ferrous Metals	1.76	-
Consumer Durables	3.04	-
Oil	0.91	-
Cement & Cement Products	2.06	-
Telecom - Services	2.65	-
Healthcare Services	1.42	-
Financial Technology (Fintech)	1.28	-
Industrial Manufacturing	2.23	-
Fertilizers & Agrochemicals	1.42	-
Textiles & Apparels	0.77	-
Auto Components	2.75	-
Leisure Services	0.93	-
Transport Infrastructure	0.79	-
Paper, Forest & Jute Products	0.85	-
Energy	-	9.77
Technology	-	7.52
Financial	-	29.63
Materials	-	4.04
Consumer Staples	-	6.47
Healthcare	-	7.87
Metals & Mining	-	1.32
Services	-	13.32
Automobile	-	3.88
Consumer Discretionary	-	3.03
Capital Goods	-	0.88
Chemicals	-	1.7
Communication	-	3.82