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 | 2.04% | 2.6% |
6 Month | 6.35% | 8.29% |
1 Year | 3.13% | 5.48% |
3 Year | 23.85% | - |
5 Year | 23.34% | - |
SIP Return Analysis
Scheme Name | HSBC Flexi Cap Fund - Regular Growth | Sundaram Flexicap Fund Regular Growth |
---|---|---|
6 Month | 9.93% | 7.86% |
1 Year | 10.36% | 10.87% |
3 Year | 20.6% | - |
5 Year | 19.09% | - |
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 | 4.2 |
Large Cap | 52.92 | 68.95 |
Small Cap | 22.26 | 13.2 |
Mid Cap | 18.66 | 13.65 |
Sector Allocation
Scheme Name |
HSBC Flexi Cap Fund - Regular Growth |
Sundaram Flexicap Fund Regular Growth |
---|---|---|
Others | 2.27 | 3.26 |
Energy | 4.55 | 6 |
Industrials | 14.3 | 11.81 |
Technology | 11.45 | 6.32 |
Consumer Cyclical | 13.53 | 11.18 |
Consumer Defensive | 5.36 | 7.14 |
Basic Materials | 8.41 | 7.6 |
Financial Services | 27.84 | 33.25 |
Healthcare | 4.98 | 7.06 |
Real Estate | 2.1 | - |
Utilities | 2.13 | 1.87 |
Communication Services | 3.09 | 4.53 |
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