Sundaram Flexicap Fund Regular Growth vs HSBC Flexi Cap Fund compare

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HSBC Flexi Cap Fund - Regular Growth

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Sundaram Flexicap Fund Regular Growth

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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)	₹4680 Cr	₹2123 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

Scheme Name	HSBC Flexi Cap Fund - Regular Growth	Sundaram Flexicap Fund Regular Growth
1 Month	2.87%	3.18%
6 Month	-6.07%	-1.61%
1 Year	6.51%	7.87%
3 Year	16.64%	-
5 Year	23.26%	-

Scheme Name	HSBC Flexi Cap Fund - Regular Growth	Sundaram Flexicap Fund Regular Growth
6 Month	-0.51%	1.74%
1 Year	-6.44%	-0.24%
3 Year	17.85%	-
5 Year	17.91%	-

Scheme Name	HSBC Flexi Cap Fund - Regular Growth	Sundaram Flexicap Fund Regular Growth
1 Year	15.75%	25.7%
3 Year	12.91%	-
5 Year	13.75%	-

Scheme Name	HSBC Flexi Cap Fund - Regular Growth	Sundaram Flexicap Fund Regular Growth
Standard Deviation	15.323%	-
Sharp	0.455%	-
Beta	1.003%	-
Alpha	0.255%	-

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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

Scheme Name	HSBC Flexi Cap Fund - Regular Growth	Sundaram Flexicap Fund Regular Growth
Others	3.71	2.95
Large Cap	51.36	71.33
Small Cap	22.72	12.64
Mid Cap	22.21	13.08

Scheme Name	HSBC Flexi Cap Fund - Regular Growth	Sundaram Flexicap Fund Regular Growth
Others	2.43	3.46
Energy	4.88	5.61
Industrials	14.36	13.77
Technology	13.99	8.91
Consumer Cyclical	12.05	9.69
Consumer Defensive	4.92	6.69
Financial Services	25.6	31.92
Healthcare	6.32	7.21
Basic Materials	8.29	5.37
Real Estate	2.05	-
Utilities	2.24	1.44
Communication Services	2.85	5.94