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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) | ₹5248 Cr | ₹2149 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 | -2.46% | -0.83% |
| 6 Month | 0.59% | 3.97% |
| 1 Year | -3.11% | 3.61% |
| 3 Year | 18.45% | 14.17% |
| 5 Year | 16.95% | - |
SIP Return Analysis
| Scheme Name | HSBC Flexi Cap Fund - Regular Growth | Sundaram Flexicap Fund Regular Growth |
|---|---|---|
| 6 Month | -0.09% | 2.1% |
| 1 Year | 10.85% | 14.41% |
| 3 Year | 15.08% | 13.34% |
| 5 Year | 15.62% | - |
Rolling Lumpsum Returns
| Scheme Name | HSBC Flexi Cap Fund - Regular Growth | Sundaram Flexicap Fund Regular Growth |
|---|---|---|
| 1 Year | 14.52% | 18.27% |
| 3 Year | 13.58% | 14.18% |
| 5 Year | 14.18% | - |
Risk Management
| Scheme Name | HSBC Flexi Cap Fund - Regular Growth | Sundaram Flexicap Fund Regular Growth |
|---|---|---|
| Standard Deviation | 14.04% | 11.56% |
| Sharp | 0.85% | 0.65% |
| Beta | 1.02% | 0.85% |
| Alpha | 3.20% | 0.11% |
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 | 10.26 | 2.8 |
| Large Cap | 50.11 | 75.32 |
| Mid Cap | 17.46 | 9.65 |
| Small Cap | 22.17 | 12.23 |
Sector Allocation
| Scheme Name |
HSBC Flexi Cap Fund - Regular Growth |
Sundaram Flexicap Fund Regular Growth |
|---|---|---|
| Others | 2.05 | 2.06 |
| Energy | 3.94 | 4.97 |
| Industrials | 14.5 | 12.57 |
| Technology | 14.08 | 8.91 |
| Consumer Cyclical | 12.01 | 11.87 |
| Consumer Defensive | 5.95 | 8.53 |
| Basic Materials | 6.52 | 5.62 |
| Financial Services | 28.71 | 29.88 |
| Healthcare | 4.77 | 6.68 |
| Real Estate | 1.59 | - |
| Utilities | 2.96 | 3.63 |
| Communication Services | 2.92 | 5.28 |
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