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Sundaram Flexicap Fund Regular Growth vs HSBC Flexi Cap Fund compare
HSBC Flexi Cap Fund - Regular Growth
Sundaram Flexicap Fund Regular Growth
Chart Comparison
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) | ₹5049 Cr | ₹2064 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 |
Trailing Lumpsum Returns
| Scheme Name | HSBC Flexi Cap Fund - Regular Growth | Sundaram Flexicap Fund Regular Growth |
|---|---|---|
| 1 Month | 3.04% | 2.7% |
| 6 Month | 10.84% | 7.75% |
| 1 Year | 3.99% | 5.82% |
| 3 Year | 20.11% | 14.49% |
| 5 Year | 21.42% | - |
SIP Return Analysis
| Scheme Name | HSBC Flexi Cap Fund - Regular Growth | Sundaram Flexicap Fund Regular Growth |
|---|---|---|
| 6 Month | 0.44% | 0.23% |
| 1 Year | 8.88% | 7.75% |
| 3 Year | 15.78% | 11.94% |
| 5 Year | 16.1% | - |
Rolling Lumpsum Returns
| Scheme Name | HSBC Flexi Cap Fund - Regular Growth | Sundaram Flexicap Fund Regular Growth |
|---|---|---|
| 1 Year | 14.77% | 18.27% |
| 3 Year | 13.32% | 14.18% |
| 5 Year | 14.1% | - |
Risk Management
| Scheme Name | HSBC Flexi Cap Fund - Regular Growth | Sundaram Flexicap Fund Regular Growth |
|---|---|---|
| Standard Deviation | 13.99% | 11.58% |
| Sharp | 0.92% | 0.67% |
| Beta | 1.01% | 0.85% |
| Alpha | 3.40% | -0.26% |
Fund Managers
| Scheme Name | HSBC Flexi Cap Fund - Regular Growth | Sundaram Flexicap Fund Regular Growth |
|---|---|---|
| Name | Venugopal Manghat | Dwijendra Srivastava |
| Total AUM | ₹41442 Cr | ₹14140 Cr |
| Funds Managed | 7 | 14 |
| HSBC Flexi Cap Fund - Regular Growth | Sundaram Flexicap Fund Regular Growth |
Market Cap
| Scheme Name |
HSBC Flexi Cap Fund - Regular Growth |
Sundaram Flexicap Fund Regular Growth |
|---|---|---|
| Others | 7.02 | 4.79 |
| Large Cap | 52.87 | 73.91 |
| Small Cap | 21.8 | 11.52 |
| Mid Cap | 18.31 | 9.78 |
Sector Allocation
| Scheme Name |
HSBC Flexi Cap Fund - Regular Growth |
Sundaram Flexicap Fund Regular Growth |
|---|---|---|
| Others | 1.85 | 4.79 |
| Energy | 4.08 | 5.09 |
| Industrials | 13.04 | 12.4 |
| Technology | 14.06 | 5.37 |
| Consumer Cyclical | 14.28 | 11.65 |
| Consumer Defensive | 5.83 | 8.64 |
| Basic Materials | 8.66 | 5.99 |
| Financial Services | 26.17 | 30.46 |
| Healthcare | 4.94 | 6.88 |
| Real Estate | 1.87 | - |
| Utilities | 2.09 | 3.77 |
| Communication Services | 3.12 | 4.96 |
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