Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

Sundaram Flexicap Fund Regular Growth vs HSBC Flexi Cap Fund compare

Link copied to clipboard!

tortoise-icon HSBC Flexi Cap Fund - Regular Growth

Invest Now

tortoise-icon Sundaram Flexicap Fund Regular Growth

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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% -

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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

Top Comparisons

ICICI Prudential Ultra Short Term Fund - Growth ICICI Prudential Ultra Short Term Fund - Growth

3Y Returns7.1%

VS

HSBC Ultra Short Duration Fund - Regular Growth HSBC Ultra Short Duration Fund - Regular Growth

3Y Returns7.12%

Compare Now

HSBC Small Cap Fund Regular Growth HSBC Small Cap Fund Regular Growth

3Y Returns22.78%

VS

Quant Small Cap Fund Regular Growth Quant Small Cap Fund Regular Growth

3Y Returns27.57%

Compare Now

Franklin India ELSS Tax Saver Fund-Growth Franklin India ELSS Tax Saver Fund-Growth

3Y Returns20.71%

VS

Mirae Asset ELSS Tax Saver Fund-Regular Plan-Growth Mirae Asset ELSS Tax Saver Fund-Regular Plan-Growth

3Y Returns17.46%

Compare Now

Aditya Birla Sun Life Income Fund - Growth - Regular Plan Aditya Birla Sun Life Income Fund - Growth - Regular Plan

3Y Returns7.27%

VS

Canara Robeco Income Fund - Regular Plan - Growth Option Canara Robeco Income Fund - Regular Plan - Growth Option

3Y Returns6.37%

Compare Now
Add to Cart Successfully