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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) | ₹5267 Cr | ₹2130 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 | 1.68% | 2.61% |
| 6 Month | 6.2% | 7.02% |
| 1 Year | 6.19% | 9.41% |
| 3 Year | 19.57% | 14.57% |
| 5 Year | 19.36% | - |
SIP Return Analysis
| Scheme Name | HSBC Flexi Cap Fund - Regular Growth | Sundaram Flexicap Fund Regular Growth |
|---|---|---|
| 6 Month | 1.54% | 2.58% |
| 1 Year | 13.01% | 13.87% |
| 3 Year | 16.98% | 13.87% |
| 5 Year | 16.71% | - |
Rolling Lumpsum Returns
| Scheme Name | HSBC Flexi Cap Fund - Regular Growth | Sundaram Flexicap Fund Regular Growth |
|---|---|---|
| 1 Year | 14.66% | 18.27% |
| 3 Year | 13.49% | 14.18% |
| 5 Year | 14.13% | - |
Risk Management
| Scheme Name | HSBC Flexi Cap Fund - Regular Growth | Sundaram Flexicap Fund Regular Growth |
|---|---|---|
| Standard Deviation | 13.99% | 11.58% |
| Sharp | 0.92% | 0.67% |
| Beta | 1.01% | 0.85% |
| Alpha | 3.40% | -0.26% |
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 | 7.44 | 4.79 |
| Large Cap | 52.75 | 73.91 |
| Small Cap | 21.79 | 11.52 |
| Mid Cap | 18.02 | 9.78 |
Sector Allocation
| Scheme Name |
HSBC Flexi Cap Fund - Regular Growth |
Sundaram Flexicap Fund Regular Growth |
|---|---|---|
| Others | 3.08 | 4.79 |
| Energy | 3.9 | 5.09 |
| Industrials | 13.85 | 12.4 |
| Technology | 13.36 | 5.37 |
| Consumer Cyclical | 13.4 | 11.65 |
| Consumer Defensive | 6.41 | 8.64 |
| Basic Materials | 6.87 | 5.99 |
| Financial Services | 26.27 | 30.46 |
| Healthcare | 4.93 | 6.88 |
| Real Estate | 1.84 | - |
| Utilities | 3.04 | 3.77 |
| Communication Services | 3.06 | 4.96 |
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