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) | ₹5169 Cr | ₹2108 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 | -1.66% | -0.37% |
6 Month | 9.44% | 8.98% |
1 Year | 0.83% | 3.65% |
3 Year | 20.47% | - |
5 Year | 22.53% | - |
SIP Return Analysis
Scheme Name | HSBC Flexi Cap Fund - Regular Growth | Sundaram Flexicap Fund Regular Growth |
---|---|---|
6 Month | 6.86% | 6% |
1 Year | 7.29% | 9.41% |
3 Year | 19.64% | - |
5 Year | 18.58% | - |
Rolling Lumpsum Returns
Scheme Name | HSBC Flexi Cap Fund - Regular Growth | Sundaram Flexicap Fund Regular Growth |
---|---|---|
1 Year | 15.33% | 23.46% |
3 Year | 13.05% | - |
5 Year | 13.9% | - |
Risk Management
Scheme Name | HSBC Flexi Cap Fund - Regular Growth | Sundaram Flexicap Fund Regular Growth |
---|---|---|
Standard Deviation | 14.72% | - |
Sharp | 1.17% | - |
Beta | 1.00% | - |
Alpha | 3.02% | - |
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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 | 6.16 | 8.5 |
Large Cap | 52.92 | 67.98 |
Small Cap | 22.26 | 11.52 |
Mid Cap | 18.66 | 11.99 |
Sector Allocation
Scheme Name |
HSBC Flexi Cap Fund - Regular Growth |
Sundaram Flexicap Fund Regular Growth |
---|---|---|
Others | 2.27 | 7.55 |
Energy | 4.55 | 5.42 |
Industrials | 14.3 | 11.75 |
Technology | 11.45 | 4.87 |
Consumer Cyclical | 13.53 | 10.82 |
Consumer Defensive | 5.36 | 7.32 |
Basic Materials | 8.41 | 6.16 |
Financial Services | 27.84 | 32.06 |
Healthcare | 4.98 | 7.04 |
Real Estate | 2.1 | - |
Utilities | 2.13 | 2.23 |
Communication Services | 3.09 | 4.78 |
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