Tata Flexi Cap Fund vs HDFC Flexi Cap Fund compare

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HDFC Flexi Cap Fund - Growth Plan

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Tata Flexi Cap Fund -Regular Plan-Growth

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Chart Comparison

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

Overview

Scheme Name	HDFC Flexi Cap Fund - Growth Plan	Tata Flexi Cap Fund -Regular Plan-Growth
Fund	HDFC Flexi Cap Fund - Growth Plan	Tata Flexi Cap Fund -Regular Plan-Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹65967 Cr	₹2886 Cr
Min Investment	₹100	₹5000
Min SIP Invesment	₹100	₹100
Min Addl Investment	₹100	₹1000
Launch Date	01 Jan 1995	06 Sep 2018
Category	Flexi Cap	Flexi Cap
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 500 TRI	NIFTY 500 TRI
Turn Over	42.17%	69.17%
Expense Ratio	1.42	1.94
Manager	Dhruv Muchhal	Amey Sathe
ISIN Code	INF179K01608	INF277K019K2
Exits Load	HDFC Flexi Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365	Tata Flexi Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Scheme Name	HDFC Flexi Cap Fund - Growth Plan	Tata Flexi Cap Fund -Regular Plan-Growth
1 Month	2.8%	3.07%
6 Month	5.46%	4.99%
1 Year	15.78%	12.37%
3 Year	25.78%	17.83%
5 Year	32.65%	21.33%

Scheme Name	HDFC Flexi Cap Fund - Growth Plan	Tata Flexi Cap Fund -Regular Plan-Growth
6 Month	7.08%	7.53%
1 Year	12.79%	10.56%
3 Year	24.45%	18.25%
5 Year	25.27%	16.28%

Scheme Name	HDFC Flexi Cap Fund - Growth Plan	Tata Flexi Cap Fund -Regular Plan-Growth
1 Year	18.75%	14.24%
3 Year	18.86%	15.51%
5 Year	18.67%	15.14%

Scheme Name	HDFC Flexi Cap Fund - Growth Plan	Tata Flexi Cap Fund -Regular Plan-Growth
Standard Deviation	12.345%	11.4%
Sharp	1.134%	0.68%
Beta	0.834%	0.8%
Alpha	8.405%	0.81%

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Scheme Name	HDFC Flexi Cap Fund - Growth Plan	Tata Flexi Cap Fund -Regular Plan-Growth
Name	Dhruv Muchhal	Amey Sathe
Total AUM	₹520687 Cr	₹11910 Cr
Funds Managed	40	4
	HDFC Flexi Cap Fund - Growth Plan	Tata Flexi Cap Fund -Regular Plan-Growth

Scheme Name	HDFC Flexi Cap Fund - Growth Plan	Tata Flexi Cap Fund -Regular Plan-Growth
Others	12.44	4.43
Large Cap	72.89	59.44
Mid Cap	4.37	13.52
Small Cap	10.31	22.61

Scheme Name	HDFC Flexi Cap Fund - Growth Plan	Tata Flexi Cap Fund -Regular Plan-Growth
Others	10.1	2.95
Communication Services	4.33	-
Energy	0.19	-
Technology	5.99	-
Industrials	4.87	-
Basic Materials	4.67	-
Financial Services	38.64	-
Healthcare	10.33	-
Consumer Cyclical	15.43	-
Real Estate	2.97	-
Consumer Defensive	1.33	-
Utilities	1.14	-
Petroleum Products	-	4.19
Cement & Cement Products	-	6.95
Personal Products	-	3.14
Construction	-	4.2
Finance	-	10.08
Ferrous Metals	-	2.46
Consumer Durables	-	3.64
Non - Ferrous Metals	-	0.69
Insurance	-	2.55
Pharmaceuticals & Biotechnology	-	5.04
Banks	-	23.32
Realty	-	2.13
Agricultural, Commercial & Construction Vehicles	-	1.53
Industrial Manufacturing	-	0.71
Telecom - Services	-	1.29
Diversified FMCG	-	2.49
Retailing	-	4.7
Food Products	-	1.85
Leisure Services	-	1.3
Transport Services	-	0.36
Auto Components	-	2.22
Healthcare Services	-	2.01
IT - Software	-	4.1
Automobiles	-	3.11
Transport Infrastructure	-	1.2
Capital Markets	-	1.79